Economy

08.09.11

http://www.pressian.com/article/article.asp?article_num=40110809141050&section=02 세계적인 투자은행 모건스탠리는 지난 1일 '아시아 신용전략' __ 보고서 __를 통해 자금 조달 리스크에 따른 __ 충격흡수 __ 정도를 평가한 결과 아시아 8개국 중 한국이 최하위를 기록했다고 밝혔다. 조사 대상 국가는 한국, 중국, __ 말레이시아 __, __ 필리핀 __, __ 대만 __, 인도, 인도네시아, 대만 등으로, 한국은 2008년에도 8위를 차지했다.

루비니 교수는 앞서 "향후 2년 내에 세계 경제에 '퍼펙트 __ 스톰 __'이 몰아칠 것"이라고 경고한 바 있다.

http://www.etfreplay.com/ - analysis tools for market [] - unemployment rate

http://www.youtube.com/watch?v=P__6W7bJVRQ&feature=related - unemployment rate graphic

http://www.mortgagerates.info/dyk/greedscam/ - Alan Greedscam

http://www.youtube.com/watch?v=RKc4XFK0iVY - Fred Thompson on the Economy

[] - federal reserve bank

[] - peter's video blog

[] - ssrn

People to follow

Goldman Sachs Chief Economist : Jan Hatzius Michael Pettis Hugh Hendry Mish Rubini



http://www.europac.net/recommended_reading - Peter Schiff's recommendation reading lists.

- An undervalued currency always promotes trade surpluses, and China is no different. http://hook.hani.co.kr/blog/archives/990 - Oil price

http://globaleconomicanalysis.blogspot.com/2010/06/paul-krugmans-magic-keynesian-mirror.html

Paul, you need help. I suggest a few books on my recommended reading list.


 * **Economics in One Lesson: The Shortest and Surest Way to Understand Basic Economics ** by Henry Hazlit


 * **Economics for Real People ** by Gene Callahan

> The inspiration for his investment approach comes from an unlikely source: “The Gap in the Curtain,” a 1932 novel by John Buchan. The plot centers on five people who are chosen by a scientist to take part in an > experiment that will let them glimpse one year into the future. Two see their own obituaries in one year’s time. > Mr. Hendry calls the novel “the best investment book ever written” because it taught him to envision the future without neglecting what happened leading up to it, a mistake many investors make, he said. > Mr. Hendry hopes Eclectica will grow to $1 billion — still relatively small by hedge fund standards. But neither admirers nor rivals expect him to change his plain-talking ways. > “I’ve got such a big mouth,” he said, “I have to be very careful what I say.”
 * **<span style="color: #002268; font-family: inherit; font-size: 14px; line-height: 1; margin: 0px; padding: 0px; text-align: left; text-decoration: none; vertical-align: baseline;">What Has Government Done to Our Money? and The Case for a 100 Percent Gold Dollar ** by Murray N. Rothbard<span style="border-collapse: separate; clear: both; color: #000000; display: block; font-family: georgia,'times new roman',times,serif; font-size: 1.5em; line-height: 1.46em; margin: 0px 0px 1em;">http://www.nytimes.com/2010/07/20/business/global/20hedge.html?_r=3&src=twt&twt=nytime

Reference

http://2010.therussiaforum.com/news/session-video3/ - a great video on world economy from the Russia Forum 2010...Hugh Hendry is a great guy. http://peterschiffchannel.blogspot.com/2009/09/inflation-vs-deflation-debate-peter.html - Peter schiff vs Mish <span style="display: block; font-family: verdana,geneva,lucida,'lucida grande',arial,helvetica,sans-serif; line-height: 18px;">There are those who may find Schiff and Shedlock to both be unsatisfying in ways, and thus may find the rivalry to be less than compelling. For those folks, I'd recommend Eric Janszen and Stefan Karlsson. [] http://voxeu.org/ - research-based economic policy