Monday Morning Links

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Published : May 12th, 2014
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Category : Opinions and Analysis

MUST READS
Ukraine rebels claim victory – Reuters
Russia: Ukraine vote outcome must be applied – BBC
What Timothy Geithner Really Thinks – NY Times
Geithner’s Single Most Revealing Sentence – NEP
A Memoir From the Eye of a Financial Storm – NY Times
What Timothy Geithner’s New Book Won’t Tell You – Politico
Geithner: On landing a (financial) plane that’s on fire – USA Today
America Becomes a Stay-at-Home Nation for Millennials – Bloomberg
More Americans Think They Will Retire Comfortably – Gallup
Taking stock of Wall Street’s boom – Keen, Business Spectator
The Market’s Rough Rotation – WSJ
Setting the Record Straight – Hussman Funds
(No) Conundrum 2.0 – Noland, Produent Bear

MARKETS/INVESTING
Dow ready for another record? – CNN/Money
Ukraine jitters push oil above $100 – AP
Is the Dollar at a Turning Point? – Marc to Market
Four ways to spot an investing bubble – MarketWatch
China Stocks Surge on Market Access Measures – Businessweek
The Brutal, Beneath-the-Surface, Slo-Mo Crash of Stocks – Testosterone Pit
Treasuries Decline Before Retail-Sales Data This Week – Bloomberg
Gold price rises as tensions simmer in Ukraine – Reuters
Gold Neutral, Silver Fragile, Palladium Breakout – GoldSilverWorlds
Gold Bulls Bet Wrong on Fed Easing: Commodities – Bloomberg
India’s gold imports plunge in April – Mineweb

ECONOMY/WORLD/HOUSING/BANKING
The Bed-Pan Economy – aucontrarian
Piketty’s Wealth Tax Isn’t a Joke – Bloomberg
The Coming Shock of Rising Inflation – Fiscal Times
Hardship Makes a New Home in the Suburbs – NY Times
Draghi Drives ECB Toward Stimulus as Economy Grows – Bloomberg
Japan logs record low annual account surplus – CNA
President tells China to get used to slower growth – AP
Senior officials urge fixing excess financial innovations – China Daily
China’s housing sector to enter “autumn season”: expert – xinhuanet
UK property market – what will the Bank of England do next? – Guardian
What McMansions say about Americans: Stupid is as stupid does – LA Times
Lockhart: Economic strength may not be clear for months – Reuters
How QE may be doing more harm than good – CNBC

Data and Statistics for these countries : China | India | Japan | Russia | Ukraine | All
Gold and Silver Prices for these countries : China | India | Japan | Russia | Ukraine | All
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Tim Iacono is the founder of Iacono Research, a subscription service providing market commentary and investment advisory services specializing in commodity based investing.
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