Wednesday Morning Links

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Published : May 07th, 2014
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Category : Opinions and Analysis

MUST READS
Will Yellen take the chill off markets? – CNBC
All You Need to Know About Federal Reserve Policy – WSJ
Alibaba files for what may be biggest tech IPO – Reuters
‘Unparalleled Ruthlessness’ Awaits: Jack Ma’s Letter to Alibaba Employees – WSJ
As Ukrainian Election Looms, Russia and the West Campaign for Influence – NY Times
Kiev to use first portion of IMF loan for boosting gold and currency resreves – ITAR-TASS
Disaster in the age of McMansions: Our danngerous addiction to suburban sprawl – Salon
Highest Earning Hedge Fund Managers of the Past Year – Institutional Investors Alpha
The next banking crisis is already in the making – MarketWatch
When all asset prices are too damn high. – Antonio Fatas
Student loans to cost more this fall – CNN/Money
Three Charts on Secular Stagnation – Krugman, NY Times

To find out what Tim thinks of today’s news, subscribe to Iacono Research

MARKETS/INVESTING
Tech jitters, Ukraine weigh on stocks – AP
The BIG risks in the Nasdaq – Fortune
Twitter shares plummet with sell-off – SF Gate
Einhorn Bullish on Technology, Clarifies Bubble Call – Bloomberg
Explosive Hidden Leverage Threatens To Blow Up the Markets – Testosterone Pit
Treasury Long-Term Debt Is Top Performer Before Yellen Speaks – Bloomberg
Gold firms on Ukraine tensions ahead of Fed testimony – Reuters
Little joy foreseen for gold and silver investors in 2014 – Mineweb
India Imports 32 Tonnes Of Gold In February – In Gold We Trust
Why Fiat Monetary Authorities Are Worried About Silver – SRSrocco Report
Bangladesh Being Used As Transit Point For Gold Smuggling Into India – GoldCore

ECONOMY/WORLD/HOUSING/BANKING
Defrosting the economy – Sober Look
How the Middle Class Lifestyle Became Unaffordable – of two minds
Two Surefire Solutions to Inequality – Marginal Revolution
China to keep monetary policy continuous, stable: PBOC – China Daily
Japan, worried about China, strengthens ties with NATO – Reuters
Vietnam and China face off in South China Sea – Reuters
China Property Slump Adds Danger to Local Finances – Bloomberg
How China’s housing bubble may finally be bursting – Quartz
Mortgage applications rise on lower rates – CNBC
A Brief History of the Housing Bubble – OC Housing News
Einhorn Finds Dinner Chat With Bernanke ‘Frightening’ – Bloomberg
April 2014 – Castles in the Air – aucontrarian

Data and Statistics for these countries : China | India | Japan | Russia | Ukraine | Vietnam | All
Gold and Silver Prices for these countries : China | India | Japan | Russia | Ukraine | Vietnam | 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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