Friday, January 14, 2011

Frontrunning: January 14

Tyler Durden's picture


You mean selective financial disclosure is an issue? Goldman reveals $5 billion in previously unknown crisis losses (FT)... but besides this latest revelation the bank definitely did not need a bailout. Promise.

  • Paying 2 and 20 to a lemming sure sounds like a great business plan: Pack Mentality Grips Hedge Funds (WSJ): "The whole hedge-fund industry is a series of crowded trades,"
  • Reverse decouplingTM is here: U.S. Stocks in Sweet Spot as Emerging Markets Tighten (Bloomberg): bottom line - payroll tax cut is supposed to drag the world out of an emeging market-led slump... good luck
  • The next Chinese housing bubble - projects: Banks Ready to Lend More for Low-Cost Housing Projects (Caing)
  • China's GDP growth forecast to slow down (China Daily)
  • Europe fears motives of Chinese super-creditor (Telegraph)
  • ECB's Weber Says Inflation Risks `Could Well Move to Upside' (Bloomberg)
  • Has The Fed Lit Inflation Fuse? (IBD)
  • India's Inflation Quickens, Increasing Rate Pressure (Bloomberg)
  • Christie Criticized Over Bankruptcy Remark After New Jersey Cuts Bond Sale (Bloomberg)

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