*** thestar.com: Q&A: An expert on experts tells how to spot the bad ones ***
*** ALSO SPRACH ANALYST: China Real Estate: The No-Longer-Golden Golden Week ***
*** The Big Picture: Technicians Turn Bullish ***
*** The Big Picture: Nobel Laureates and Economic Prosperity ***
*** FT Alphaville: ETF phantom liquidity ***
*** FT Alphaville: Erste’s extraordinary loss, and CDS philosophy ***
*** FT Alphaville: China’s local governments dig deeper ***
*** FT Alphaville: Shorting bans aren’t much use ***
*** FT Alphaville: Undexia ***

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*** The Big Picture: Look Out Below, Post FOMC Version ***
*** FT Alphaville: Chinese exporters starting to do it tough ***
*** FT Alphaville: US unemployment is, well, not so bad! ***
*** MarketWatch: Grantham: ‘No market for young men’ ***
*** SFGate: BlackRock Buys Junk Debt at Spreads Exceeding Bearish Scenarios ***
*** DealB%k: New Buffett Manager Gets Higher Taxes and Less Pay, by Choice ***

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*** The Big Picture: Pushing on a String ***
*** Wall Street Journal: Daniel Yergin: There Will Be Oil ***
*** Econobrowser: More thoughts on peak oil ***
*** Infectious Greed: The Case for Ignoring Dan Yergin on Oil Prices ***
*** The Big Picture: 26 things you can learn by living abroad for a year ***

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*** Macro Man: On The Therapist’s Couch ***
*** FT Alphaville: S&P downgrades Italy ***
*** FT Alphaville: Siemens in knots ***
*** The Big Picture: How Rare: S&P Dividend Yields vs Treasuries ***
*** The Slope Of Hope: Why I Continue to Never Short AAPL ***

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*** FT Alphaville: Breaking on FedWire… ***
*** FT Alphaville: Chinese decoupling, meet Chinese stagflation ***
*** Jesse’s Café Américain: A Closer Look at the Gold Continuation Triangle, and the Coming Breakout to 2100 ***
*** npr: U.S. Skating On Thin Ice ***
*** The Slope Of Hope: Very Interesting NASDAQ 100 Analog ***

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*** Gavyn Davies: No blueprint from the “big three” at Jackson Hole ***
*** FT Alphaville: Bill Gross has something to say ***
*** FT Alphaville: Inter-company, intra-state Chinese lending ***
*** the Atlantic: Square, the iPhone Credit Card Machine, Goes Mainstream ***
*** Gawker: Tim Cook: Apple’s New CEO and the Most Powerful Gay Man in America ***

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*** Wall Street Journal: Barroso: Euro Crisis No Longer Only in Periphery ***
*** The Big Picture: In gold terms, S&P’s back to Mar ’09 low ***
*** Macro Man: Now What? ***
*** FT Alphaville: Keep calm and carry on [updated] ***
*** FT Alphaville: There are many ways to impair a Greek bond ***
*** FT Alphaville: Il sorpasso ***
*** FT Alphaville: The cash killing BNY Mellon: details ***

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*** Pragmatic Capitalism: QUANTITATIVE EASING 3 – ANOTHER MONETARY NON-EVENT? ***
*** The Slope Of Hope: Tigger Time ***
*** The Big Picture: S&P 500 Index (SPX) – Technical Snapshot ***
*** FT Alphaville: Trichet, you’re our only hope ***
*** FT Alphaville: Inter-yention action ***
*** FT BeyondBRICs: Turkey surprises with rate cut ***
*** Macro Man: They are NOT Alone ***
*** Infectious Greed: Global Financial Stock Back to Pre-Crisis Levels ***

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*** Hussman Funds: More Than Meets the Eye ***
*** The Big Picture: Sell the Bounce ***
*** The Big Picture: Trannie Swan Dive to Take Down Crude Oil ***
*** The Big Picture: Another day of disgust with fiat currencies ***
*** FT Alphaville: Le plan, negatifs taux d’intérêt ***
*** FT Alphaville: Eventually, French Spreads Fail (E.F.S.F.) ***
*** FT Alphaville: The US’s Greece-y new debt dynamics ***
*** FT Alphaville: Dagonged! Again ***
*** Macro Man: Are they Alone? ***
*** Inside-Out China: Who Is the Guilty Party? ***
*** Economix: Is Deflation Back? ***

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*** The Big Picture: There’s Something Happening Here . . . ***
*** Institutional Investor: Soros Shows How Hard It Is For Hedge Fund Managers To Retire ***
*** FT Alphaville: What’s inside Pandora’s box? ***
*** FT Alphaville: Cyprus SOS ***
*** FT Alphaville: Cleary Gottlieb’s new client ***
*** Macro Man: Run away! ***
*** The Slope Of Hope: Reid Between the Lines ***
*** The Slope Of Hope: IPO Zillow Down 50% in Nine Days ***
*** The Economist: Word herd ***

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*** Bloomberg: Debt-Limit Deal to Get Congress Vote Today ***
*** JESSE’S CAFÉ AMÉRICAIN: US Debt Limit and Debt Versus Gold in US Dollars ***
*** Reuters: Country Sovereign Ratings ***
*** Reuters: Goldman’s new money machine: warehouses ***
*** FT Alphaville: What price UK QE2? ***
*** FT Alphaville: Do not underestimate rising EM inflation risk ***

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*** Macro Man: Catching Dutch Disease ***
*** Calculated Risk: Fed’s Beige Book: “Pace of economic growth has moderated” ***
*** The Slope of Hope: NASDAQ False Breakout Unfolding ***
*** The Slope of Hope: Shorting GLD at Top of Wedge ***
*** The Slope of Hope: No Ship, Sherlock (Again) ***
*** The Big Picture: CFNAI — Toeing the Line ***
*** Kids Prefer Cheese: Educated Leaders, More Growth? ***

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*** Macro Man: We can’t believe it ***
*** Econbrowser: The Bonds of August ***
*** The Big Picture: Uncle Sam asks for more today ***
*** The Big Picture: Soros Ends His Run Investing Other People’s Money ***
*** The Big Picture: The Lean StartUp ***
*** China Daily: Property loans halted in 2nd and 3rd-tier cities ***
*** The New York Times: Hulu, Billed as Tomorrow’s TV, Looks Boxed In ***

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*** Macro Man: Looking over the edge ***
*** FT Alphaville: What’s wrong with Greece bailout II… ***
*** Bloomberg: Investors Raise Bullish Commodity Bets by Most in Year as Economy Expands ***
*** Bloomberg: BP Breakup Worth $100 Billion to JPMorgan as Investors Doubt Dudley’s Plan ***

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*** The Big Picture: Bernanke speaks ***
*** The Big Picture: More or not more ***
*** self-evident: The Ron & Ben show ***
*** Gavyn Davies: Bernanke and the divided Fed ***
*** FT Alphaville: On the matter of misvalued Chinese land ***
*** FT Alphaville: Subprime selling off, again ***
*** FT Alphaville: Moody’s puts the US on review for possible downgrade ***
*** FT Alphaville: Risk on… wait, never mind ***
*** FT BeyondBRICs: China: the taxman boometh ***
*** JESSE’S CAFÉ AMÉRICAIN: Silver Dealer Inventory Continues to Spiral to New Lows at the Comex – Pax Goldmana ***
*** Capital Chronicle: Monkeys with guns: high frequency trading ***

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