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
