Relevance of Enron and Dot.Com Collapse Era (2000-2002) and Earlier Financial Collapses to Today’s Financial Crisis

December 2015

• Bitcoin:
  • “Cash call for a new technology” (NYT, 12/29/15)
  • “Blockchain believers seek to shake up financial services” (FT, 12/15/15)
  • “Bitcoin’s central banker is yesterday’s man” (FT, 12/12/15)
  • “A bitcoin mystery and a police raid” (NYT, 12/10/15)
  • “A digital currency for central bankers” (WSJ, 12/10/15)
• China Economic Crisis:
  • “China stock market outperforms S&P despite wild swings” (FT, 12/24/15)
  • “Guotai Junan chief returns to work after aiding China probe” (FT, 12/24/15)
  • “China pledges more flexible policies as growth set for 25-year low” (FT, 12/22/15)
  • [TOP TEN]“China Inc: the party vs the elite” (FT, 12/19/15)
  • “China’s workers are fighting back as economic dreams fade” (WSJ, 12/15/15)
  • “Fosun seeks to quell investor fears as chairman is questioned by Beijing” (FT, 12/14/15)
  • “Sluggish demand hits China’s imports and exports” (FT, 12/9/15)
  • “If it owns a well or mine, it’s probably in trouble” (NYT, 12/9/15)
  • “China’s woes disguise a tale of two economies” (FT, 12/2/15)
• China and Hong Kong Stock Bubble?:
  • “Mystery probe and a China billionaire” (WSJ, 12/12/15)
  • “Chinese companies are trapped in IPO logjam” (WSJ, 12/8/15)
  • “China’s speculative caravan has moved on to corporate bonds” (FT, 12/2/15)
• Commodities Crisis?:
  • “How tumbling prices caught investors cold” (FT, 12/30/15)
  • “US banks hit by cheap oil as Opec warns of long-term low” (FT, 12/24/15)
  • “Oil tumbles towards financial crisis-era low” (FT, 12/15/15)
  • “Oil slumps to near 7-year low amid Opec disord” (FT, 12/10/15)
• Emerging Markets Economic Crisis (Asia, Russia, Brazil):
  • “Brazil repays $14 billion in advances of state firms” (WSJ, 12/31/15)
  • “Bank bailout tests Portuguese leader’s austerity pledge” (FT, 12/28/15)
  • “African firms hit by dollar shortages” (WSJ, 12/23/15)
  • “The global threat from emerging markets’ woes” (Barron’s, 12/21/15)
  • “Investment in emerging markets hits post-crisis low” (FT, 12/15/15)
  • “A country divided by austerity” (FT, 12/1/15)
• European Economic Crisis?:
  • “Risks to Europe that economists fail to see” (FT, 12/30/15)
  • “Southern Europe survives uncertain year” (FT, 12/22/15)
• Greece:
  • “Foreign investors seek signs that Greece has found solid footing” (NYT, 12/11/15)
  • “Greece approves austerity budget as forecast brightens” (FT, 12/7/15)
• Japan Recession and Economic Crisis:
  • “Despite stimulus, Japan’s recovery remains vulnerable” (WSJ, 12/26/15)
  • “Japan’s economy shows growth in third quarter” (NYT, 12/8/15)
  • “Japan’s recession to be exposed as an ‘illusion’, minister claims” (FT, 12/7/15)
• Junk Bonds:
  • [TOP TEN]“Junk selloff fails to lure buyers” (WSJ, 12/24/15)
  • “Bargain hunters dip back into junk bonds” (FT, 12/17/15)
  • [TOP TEN]“Buy the ETF, not the mutual fund” (WSJ, 12/19/15)
  • “Third Avenue’s future could be in question” (Barron’s, 12/21/15)
  • “Oversold junk-bond funds pay 10% or more” (Barron’s, 12/21/15)
  • “Big junk dealer weighs in on rout” (WSJ, 12/19/15)
  • “Dismal year ahead awaits investors in non-distressed debt” (FT, 12/19/15)
  • [TOP TEN]“Junk bond market tests nervous investors” (FT, 12/16/15)
  • “Former UBS trader leaves Sound Point Capital” (FT, 12/16/15)
  • [TOP TEN]“Junk bond selloff intensifies” (WSJ, 12/15/15)
  • [TOP TEN]“Junk bond fund’s chief departs after blocking withdrawals” (NYT, 12/15/15)
  • [TOP TEN]“Icahn’s high-yield bond fund ‘meltdown’ call overdone” (FT, 12/15/15)
  • “SEC reviewing Third Avenue’s move to bar redemptions from fund” (WSJ, 12/15/15)
  • “The Fed at the brink” (WSJ, 12/15/15)
  • “The new bond market” (WSJ, 12/15/15)
  • “Uncertainty haunts riskiest bank debt” (FT, 12/15/15)
  • “Bond investors’ anxiety rises as Fed prepares to end era of cheap money” (FT, 12/15/15)
  • [TOP TEN]“The liquidity trap that’s spooking bond funds” (WSJ, 12/14/15)
  • [TOP TEN]“Junk bonds stagger as funds flee” (WSJ, 12/14/15)
  • [TOP TEN]“Third Avenue CEO David Barse departs” (WSJ, 12/14/15)
  • [TOP TEN]“Third Avenue fund closure sends shivers through credit markets” (FT, 12/12/15)
  • [TOP TEN]“A junk bond fund freezes out investors, and the chills spread” (NYT, 12/12/15)
  • [TOP TEN]“Junk-bond rout deepens, sending shockwaves through markets” (WSJ, 12/12/15)
  • [TOP TEN]“Devising a high-yield bond fund exit strategy” (WSJ, 12/12/15)
  • [TOP TEN]“Junk fund’s demise fuels concern over bond rout” (WSJ, 12/11/15)
  • “Junk bond fund’s demise mars vulture investor’s storied career” (WSJ, 12/12/15)
  • “A junk bond fund will liquidate, and reimburse investors slowly” (NYT, 12/11/15)
  • “Worrying signs as rate rise looms” (FT, 12/10/15)
  • “High-yield bonds love underwhelming easing” (FT, 12/7/15)
  • “Junk bonds flash an economic warning” (WSJ, 12/7/15)
  • “US corporate downgrades soar past $1tn as defaults gain pace” (FT, 12/5/15)
• Liquidity:
  • “SEC focuses on ETP role in volatility” (FT, 12/30/15)
  • “ETFs to play main role in the next crisis” (FT, 12/29/15)
  • [TOP TEN]“Lessons from Wall Street’s August turmoil” (FT, 12/29/15)
  • “Bond market gauge shows investors skeptical on rate increases” (WSJ, 12/23/15)
  • “M&A breaks records but dealmakers fear for 2016” (FT, 12/22/15)
  • “Global dealmaking breaks 2007 record” (FT, 12/22/15)
  • [TOP TEN]“Central banks warned to be firm on rate rises” (FT, 12/7/15)
• Misplaced Derivatives and Liquidity Crisis: “Real world effects of mispriced derivatives too great to be ignored” (FT, 12/17/15)
• Negative Bond Interest Rates:“Negative bond yields disrupt ECB plans” (WSJ, 12/2/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Theranos’s growing pains” (WSJ, 12/28/15)
  • [TOP TEN]“Behind Frank Quattrone’s comeback in new tech era” (WSJ, 12/21/15)
  • “Pinterest narrows its advertising focus” (WSJ, 12/15/15)
  • “Rate ruling is crucial for Pandora” (NYT, 12/14/15)
  • “Architect of Valeant’s turnaround under fire” (WSJ, 12/8/15)
  • “Pharmaceuticals: A harsh dose of reality” (FT, 12/2/15)
• New Economic Crisis?:
  • “Capital spending: the economy’s weak spot” (WSJ, 12/23/15)
  • “Dow ends week with slide” (WSJ, 12/19/15)
  • “No easy way for the Fed to reverse course” (FT, 12/19/15)
  • “Historic gamble for Yellen as Fed makes quarter-point rise” (FT, 12/17/15)
  • [TOP TEN]“Fed raises rates in historic move” (FT, 12/16/15)
  • “Fed ready to raise rates after almost a decade but markets made decision harder” (FT, 12/16/15)
  • “The Federal Reserve may be jumping the gun” (FT, 12/16/15)
  • “Fed poised to raise rates in end of era” (WSJ, 12/16/15)
  • “Five things to watch at the Fed meeting” (WSJ, 12/16/15)
  • “Fed risks new distortions when it raises interest rates” (WSJ, 12/16/15)
  • “Less than zero: living with negative interest rates” (WSJ, 12/9/15)
• New IPO and Private Valuation (Unicorns and Decacorns) Bubble?:
  • “Palantir and investors spar over how to cash in” (WSJ, 12/30/15)
  • [TOP TEN]“Sorting truth from myth at technology unicorns” (FT, 12/28/15)
  • “Five tech predictions for the year ahead” (WSJ, 12/28/15)
  • “When a unicorn start-up stumbles, its employees get hurt” (NYT, 12/27/15)
  • “Jet.com’s strategy: low prices, fast delivery, happy workers” (NYT, 12/27/15)
  • “Tech pipeline fuels rebound hope” (WSJ, 12/26/15)
  • “US probes Theranos complaints” (WSJ, 12/21/15)
  • “Snapchat offers Sofia Vergara documentary” (LAT, 12/15/15)
  • [TOP TEN]“Why titans of the ‘sharing economy’ are shunning IPOs” (FT, 12/12/15)
  • “Lack of transparency among ‘unicorn’ startups is backfiring” (LAT, 12/8/15)
  • “Uri Levine shepherding his Israeli start-ups into billion dollar unicorns” (FT, 12/2/15)
  • [TOP TEN]“SEC steps up probe of pre-IPO share trades” (WSJ, 12/2/15)
  • “Why IPO’s see ‘pops’ in the Big Apple but not in Hong Kong” (FT, 12/2/15)
  • “In iffy market, AppDynamics is set to announce a $158 million financing round” (NYT, 12/1/15)
• Puerto Rico Debt Crisis:
  • “Saving Puerto Rico from itself” (WSJ, 12/26/15)
  • “Puerto Rico utility and bondholders agree to keep working on deal” (NYT, 12/19/15)
  • “Gradual resumption of trading shows US’s Puerto Rican brain freeze is thawing” (FT, 12/12/15)
  • “Puerto Rico’s bonds rally” (WSJ, 12/2/15)
  • “Puerto Rico begins choosing which payments to make” (NYT, 12/2/15)
  • “Puerto Rico avoids defaulting on debt” (FT, 12/2/15)
• Subprime Auto Loans and Scrutinization: “Protection bureau’s stormy path to reform the auto finance industry” (NYT, 12/2/15)
• Systemic Risk of “Herding” Behavior in Mutual Funds: “Funds could pose systemic risk, UK regulator says” (WSJ, 12/9/15)

November 2015

• Bitcoin:
  • “Bitcoin’s liabilities exposed by pyramid effect” (FT, 11/11/15)
  • “Bitcoin surges in value, emerging from a lull in interest” (NYT, 11/5/15)
  • “Value of bitcoin nears $500 as Russian fraudster’s social network gains traction” (FT, 11/5/15)
  • “Banks seek the key to blockchain” (FT, 11/2/15)
• China Economic Crisis:
  • “Metals prices tumble to multiyear lows” (FT, 11/24/15)
  • “Beijing outs Citic Securities chairman over failure to prevent insider trading” (FT, 11/23/15)
  • “Japan deflation threat hangs over China” (WSJ, 11/19/15)
  • “China Economy fears ease after capital inflows boost” (FT, 11/16/15)
  • “Fresh wave of selling engulfs oil and metals markets” (FT, 11/13/15)
  • “China’s growth dilemma” (WSJ, 11/7/15)
  • “Ending China’s currency manipulation” (WSJ, 11/10/15)
  • “Beijing’s market grip stays tight, despite lifting IPO ban” (WSJ, 11/10/15)
  • “China manufacturing: adapt or die” (FT, 11/4/15)
• China and Hong Kong Stock Bubble?:
  • “Bailout leaves China’s ‘national team’ of investors with 6% of stock market” (FT, 11/27/15)
  • “China ends curb on broker sales” (WSJ, 11/25/15)
  • “China heightens scrutiny of financial sector” (FT, 11/24/15)
  • “China lenders’ quarterly earnings squeezed by rising bad loans and reduced interest margins” (11/2/15)
• Debt Bubble and Default Risks: “Global debt defaults near milestone” (FT, 11/24/15)
• Emerging Markets Economic Crisis (Asia, Russia, Brazil):
  • “Debt burdens weigh on the emerging markets” (FT, 11/20/15)
  • “Brazil’s economic crisis beats the emerging middle class back down” (WSJ, 11/10/15)
• Greece:“Greeks move to meet bailout demands, but may need to do more” (NYT, 11/6/15)
• Junk Bonds:
  • “Investors grow wary of loan-backed securities” (FT, 11/27/15)
  • “Investors turn sour on risky deal debt” (WSJ, 11/9/15)
  • “Fashion no judge of form for junk bond ETFs” (FT, 11/3/15)
• Liquidity:
  • “Bond investors jolted by tighter credit” (FT, 11/28/15)
  • “Problem of liquidity is not confined to India or developing countries” (FT, 11/25/15)
  • “QE has clouded investors’ vision of what is normal” (FT, 11/25/15)
  • “Fed risks using wrong tool to tighten” (FT, 11/24/15)
  • “Liquidity deteriorates for US treasuries” (FT, 11/24/15)
  • “Credit repricing challenges dealmakers” (FT, 11/24/15)
  • “Malfunction risk for European repo market” (FT, 11/19/15)
  • “Equities with hybrid fund exposure at risk in bond market rout” (FT, 11/3/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Concerns over Valeant hit rivals” (WSJ, 11/24/15)
  • “Hulu is in talks to sell a stake” (WSJ, 11/13/15)
  • “Rift at Sequoia fund over hedge Valeant sale” (NYT, 11/13/15)
  • “Valeant chief says issues stem from fast growth” (NYT, 11/11/15)
  • “Facebook director sells shares” (WSJ, 11/11/15)
  • “Ackman defends fund’s Valeant losses and digs at ‘snide comments‘” (NYT, 11/10/15)
  • “Bill Ackman’s enigmatic approach to Valeant Pharmaceuticals” (NYT, 11/10/15)
  • “Pfizer piles profits abroad” (WSJ, 11/9/15)
  • “Valeant critic gets a taste of his own medicine as attack misfires” (WSJ, 11/3/15)
  • “The ‘us’ and ‘them’ of tech” (11/2/15)
  • “Short seller dials back warning of Valeant bombshell” (WSJ, 11/2/15)
  • “San Francisco vote threatens Airbnb on its home turf” (FT, 11/2/15)
  • [TOP TEN]“Valeant’s Fantastic(al) numbers” (NYT, 11/1/15)
• New Economic Crisis?:“Systemic risk has not been eliminated it has just been shifted to the buyside” (FT, 11/14/15)
• New Housing Bubble?”: “Housing wealth recovers, but wanly” (WSJ, 11/23/15)
• New IPO, Private IPO  and Private Valuation Bubble? (Unicorns and Decacorns):
  • “Forget IPOs, firms want to get bought” (WSJ, 11/30/15)
  • “Dr. Patrick Soon-Shiong is postponing IPO of healthcare data company NantHealth” (LAT, 11/28/15)
  • [TOP TEN]“When start-ups fly too close to the sun” (NYT, 11/22/15)
  • [TOP TEN]“Uber and Lyft race to pick up $1.5bn as investors flinch at lofty tech valuations” (FT, 11/20/15)
  • [TOP TEN]“Square shares soar 45% in market debut; Match’s IPO goes well too” (LAT, 11/20/15)
  • “Square must move past payments” (WSJ, 11/20/15)
  • “Square’s rough ride to market is a lesson to rival tech start-ups” (FT, 11/20/15)
  • “Square shares surge from low IPO price” (FT, 11/20/15)
  • “Shares of Square soar by 45% after public offering” (NYT, 11/20/15)
  • “For market debut, Square scales back valuation by $3 billion” (NYT, 11/19/15)
  • “Square IPO offers up a litmus test” (WSJ, 11/18/15)
  • “Uber is not ‘genuinely disruptive’, says professor who devised business theory” (FT, 11/17/15)
  • “Future does not come cheap but investors still want a piece of it” (FT, 11/14/16)
  • “Snapchat stake writedown casts pall over Silicon Valley” (FT, 11/14/16)
  • “A crash course to make angels out of investors” (NYT, 11/13/15)
  • “LoanDepot pulls plug on its IPO” (WSJ, 11/13/15)
  • “Airbnb vows to follow rules, pay taxes” (LAT, 11/13/15)
  • “Crackdown on traders accelerates in China” (WSJ, 11/13/15)
  • [TOP TEN]“Unicorns take investors on wild valuation rides” (FT, 11/13/15)
  • [TOP TEN]“Highly valued startup faces growth doubts” (WSJ, 11/13/15)
  • [TOP TEN]“Airbnb to roll out variable pricing” (FT, 11/13/15)
  • [TOP TEN]“The secretive club funding Silicon Valley” (WSJ, 11/13/15)
  • “Conciliation with cities is new tack at Airbnb” (NYT, 11/12/15)
  • [TOP TEN]“Dizzying ride may be ending for start-ups” (NYT, 11/11/15)
  • [TOP TEN]“Unicorns face end of steroid era” (FT, 11/11/15)
  • [TOP TEN]“Fidelity slashes value of its Snapchat stake in latest start-up markdown” (FT, 11/11/15)
  • “Eight companies are now in the $300 billion club” (WSJ, 11/10/15)
  • “Match’s parent aims to cash in on dating boom” (WSJ, 11/10/15)
  • “Snapchat narrows Facebook’s videos lead as race for ad revenues gains pace” (FT, 11/9/15)
  • “Shine dims for startup Square as value drops” (WSJ, 11/7/15)
  • “Facing a chilly market” (NYT, 11/7/15)
  • [TOP TEN]“Risks and rewards of the Next Big Thing in tech” (FT, 11/7/15)
  • [TOP TEN]“Risks in running with unicorns” (NYT, 11/5/15)
  • [TOP TEN]“Many ‘unicorn’ startups will struggle to live up to their potential” (LAT, 11/3/15)
• New Mortgage Securitization Bubble?: “Mortgage market set for shake-up as peer-t0-peer lenders plan to move in“(FT, 11/14/15)
• Nonbank Risky Mortgages: [TOP TEN]“A new crop of lenders raises worries” (LAT, 11/30/15)
• Puerto Rico Debt Crisis:
  • “Puerto Rican bank left debt,not development” (NYT, 11/30/15)
  • “Creditors signal potential support for overhauling Puerto Rico debt” (NYT, 11/23/15)
  • “Bankruptcy tsunami poised to engulf the island of Puerto Rico as elections loom” (FT, 11/7/15)
  • “Puerto Rico’s debt crisis and the 1975 law complicating matters” (NYT, 11/5/15)
• Return of Subprime Mortgage Securitization: “Subprime’s reboot has traders waiting with bated breath” (FT, 11/28/15)
• Rise of “Dark Pools”: “Deutsche Borse to offer hidden trading” (FT, 11/30/15)
• Subprime Auto Loans and Scrutinization: “Surge in subprime auto lending draws attention” (WSJ, 11/20/15)

October 2015

• Bitcoin:“Bitcoin bolstered by EU court tax ruling” (FT, 10/23/15)
• China Economic Crisis:
  • “Deflationary boom in prospect as Chinese economy slows down” (FT, 10/27/15)
  • “China’s Central Bank moves to spur economic growth” (WSJ, 10/23/15)
  • “Bubble in China bears suspected after data are insufficiently bad” (FT, 10/23/15)
  • “China’s mixed messages” (NYT, 10/20/15)
  • “China’s GDP: deflategate comes to Beijing” (WSJ, 10/20/15)
  • “Growth data buoy China at ‘pivotal moment’ in economic rebalancing” (FT, 10/20/15)
  • “Debt-fueled bond buying in China fuels concerns” (WSJ, 10/14/15)
  • “Reality check as boom time ends” (FT, 10/5/15)
  • “Slowdown continues for China in factories” (NYT, 10/1/15)
  • “Markets still quake in China’s shadow” (WSJ, 10/1/15)
• China and Hong Kong Stock Bubble?:
  • “Chinese shares post biggest daily loss in weeks” (WSJ, 10/22/15)
  • “Global eyes on Chinese numbers game” (FT, 10/17/15)
  • “China index futures hit by trading curbs” (FT, 10/8/15)
• Computerized Trading and Market Instability: [TOP TEN]“Markets: can they really be tamed?” (FT, 10/1/15)
• Emerging Markets Economic Crisis (Asia, Russia, Brazil):
  • “Italy is latest entrant to elite negative yield club as stimulus talk fires bonds” (FT, 10/28/15)
  • “Gathering to evaluate preparedness in fiscal crisis” (NYT, 10/9/15)
  • “Bad loans soar in India’s ‘broken” banks‘” (FT, 10/9/15)
  • “Global economy: the case for expansion” (FT, 10/8/15)
  • “Once the biggest buyer, China starts dumping US Government debt” (WSJ, 10/8/15)
  • “Commodity slide threatens emerging-market debt” (WSJ, 10/5/15)
  • “EM turmoil flashes global warning lights” (FT, 10/5/15)
  • “Time is money for emerging markets” (FT, 10/5/15)
  • “Emerging Asia: the ill wind of deflation” (FT, 10/5/15)
• European Deflation and Economic Crisis?: “Deflation raises prospect of more quantitative easing” (FT, 10/1/15)
• Glencore: New Lehman?:
  • “Glencore takes aim at improved credit rating” (WSJ, 10/16/15)
  • “Glasenberg bolsters glencore defence and urges output cuts to boost prices” (FT, 10/6/15)
  • “Glencore ceo lays blame at hedge funds” (WSJ, 10/6/15)
  • “Glencore oil deals could bite banks” (WSJ, 10/5/15)
  • “Glencore puts out trading details and says debt plan is on course“ (FT, 10/2/15)
  • “Traders start pricing Glencore bonds like junk” (FT, 10/1/15)
  • “Glencore seeks way to sell some assets” (WSJ, 10/1/15)
• Greek Economic Crisis?:
  • “Greek banks upbeat on private investment” (FT, 10/27/15)
  • “Greek banks: avalanche risk” (FT, 10/17/15)
  • “Greek lawmakers clear way for bailout cash” (NYT, 10/17/15)
  • “Greek government unveils tough draft budget for next year” (NYT, 10/6/15)
• Japan Economic Crisis?:“Japan’s economy: credibility on the line” (FT, 10/29/15)
• Liquidity:“Beware the liquidity delusion” (FT, 10/7/15)
• Mergers & Acquisitions Bubble?:
  • [TOP TEN]“In a flurry of deals, the beginning of the end?” (NYT, 10/13/15)
  • [TOP TEN] “Dell’s $63bn swoop for data storage group seals biggest technology deal“ (FT, 10/13/15)
  • “Biggest tech takeover, a year in the making” (NYT, 10/13/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Valeant ends relationship with Philidor Pharmacy” (NYT, 10/31/15)
  • “Ackman speaks up for Valeant” (NYT, 10/31/15)
  • “Investor mounts Valeant defense” (WSJ, 10/31/15)
  • “The financial tide turns for Valeant“(FT, 10/29/15)
  • “F.D.A. reports add to pressure on medical test company” (NYT, 10/28/15)
  • “Valeant responds to investor concerns on pharmacy links” (FT, 10/28/15)
  • “Valeant seeks to reassure investors” (WSJ, 10/27/15)
  • “Silicon Valley’s dangerous unsustainable path” (WSJ, 10/27/15)
  • “Can Valeant pharmaceuticals be valeant?” (WSJ, 10/27/15)
  • “Valeant calls for probe of shortseller” (FT, 10/27/15)
  • “Valeant set to examine pharmacy relationship” (NYT, 10/27/15)
  • [TOP TEN]“The next Enron?” (NYT, 10/27/15)
  • “Theranos blood labs face test of credibility” (FT, 10/25/15)
  • “The ‘short’ who sank Valeant stock” (WSJ, 10/23/15)
  • “Valeant bonds turn into riskiest of any healthcare group after shortseller claim” (FT, 10/23/15)
  • “Light cast on specialty pharmacies’ murky side” (FT, 10/23/15)
  • “Bill Ackman increases Valeant investment after shares dive” (FT, 10/22/15)
  • “Valeant’s shares fall on report’s fraud claim” (NYT, 10/22/15)
  • “Valeant: What bottom fishers might reel in” (WSJ, 10/22/15)
  • “Valeant struggles to rebut critics” (WSJ, 10/22/15)
  • “Yahoo’s turnaround woes mount” (WSJ, 10/21/15)
  • “Behind the failure of Leap Transit’s gentrified buses in San Francisco“(NYT, 10/15/15)
  • “Biotech stocks rout carries health warnings for sector’s wave of M&A” (FT, 10/15/15)
  • “Will axing employees make Twitter ‘faster’ and ‘nimbler’? CEO Jack Dorsey thinks so” (LAT, 10/14/15)
  • “Twitter to cut up to 8% of workforce” (WSJ, 10/14/15)
  • “Side effects of hijacking of drug prices” (NYT, 10/4/15)
• New Global Financial Crisis?:
  • “ECB’s Mario Draghi signals boost to stimulus program” (WSJ, 10/23/15)
  • “US market can’t sidestep emerging-market troubles this time around” (WSJ, 10/15/15)
  • “IMF warns of fallout from cheap debt” (WSJ, 10/8/15)
  • “Shocks to financial stability risk fresh global recession, warns fund” (FT, 10/8/15)
  • “IMF warns of worst global growth since financial crisis” (FT, 10/7/15)
• New IPO, Private IPO  and Private Valuation Bubble? (Unicorns and Decacorns):
  • [TOP TEN]“Mutual funds flail at valuing startups” (WSJ, 10/30/15)
  • “The narrative frays for Theranos” (NYT, 10/30/15)
  • “Square reports loss ahead of IPO roadshow” (WSJ, 10/27/15)
  • “Deezer aborts planned IPO amid doubts over valuation” (FT, 10/29/15)
  • “How Alibaba can resist China’s big slump” (WSJ, 10/28/15)
  • “China steps up stimulus, cutting rates 6th time in about a year” (NYT, 10/24/15)
  • “Pandora shares plummet as competition grows” (NYT, 10/24/15)
  • “Uber said to organize new round of funding” (NYT, 10/24/15)
  • “JP Morgan, Motif to give the little guy a taste of the IPO” (WSJ, 10/22/15)
  • [TOP TEN]“Startups valuations under new scrutiny” (WSJ, 10/21/15)
  • “Appeal of IPAs inspires Ballast Point IPO” (LAT, 10/21/15)
  • “$9.8 billion valuation for Ferrari” (NYT, 10/21/15)
  • “IPOs are down but not yet out” (WSJ, 10/20/15)
  • “Will VC funds fall?” (LAT, 10/20/15)
  • [TOP TEN]“Tech startups feel the IPO chill” (WSJ, 10/20/15)
  • “Investors cast shadow over new listings” (FT, 10/17/15)
  • “Tech ‘unicorns’ opt for dual-class shares to gain post-IPO stability” (FT, 10/17/15)
  • [TOP TEN]“The subprime ‘unicorns’ that do not look a billion dollars” (FT, 10/17/15)
  • “Super rich displace artists, surfers and blue-collar workers on Silicon Beach” (FT, 10/17/15)
  • “IPO investors scale down risk” (WSJ, 10/16/15)
  • [TOP TEN]“Tech incubator Y Combinator takes new tack with venture capital fund” (WSJ, 10/16/15)
  • “Payment startup Square discloses IPO plans” (WSJ, 10/15/15)
  • “Square makes a public move toward an IPO” (NYT, 10/15/15)
• New Stock Bubble?: “Goldman hunts for Silicon valley’s next winner” (FT, 10/28/15)
  
• Puerto Rico Debt Crisis:
  • “A chilly reception” (NYT, 10/23/15)
  • “Puerto Rico at risk of ‘humanitarian crisis” (FT, 10/23/15)
  • “White House calls for bigger US role in Puerto Rico debt crisis” (WSJ, 10/22/15)
  • “White House will offer plan to help Puerto Rico” (NYT, 10/22/15)
  • “Puerto Rico governor’s fiscal oversight plan raises doubts” (NYT, 10/17/15)
  • “Puerto Rico, Treasury in talks to restructure island’s debt” (WSJ, 10/15/15)
  • “Treasury considers plan to help Puerto Rico” (NYT, 10/15/15)
• Subprime Auto Loans and Scrutinization: [TOP TEN]“Regulator raises red flag on auto lending” (WSJ, 10/22/15)

September 2015

• Bitcoin:
  • “Bitcoin license hits a milestone” (WSJ, 9/22/15)
  • “Mt Gox founder Karpeles on embezzlement charge” (FT, 9/12/15)
• China Economic Crisis:
  • “China data: making the numbers add up” (FT, 9/29/15)
  • [TOP TEN]“A big bet that China’s currency will devalue further” (NYT, 9/24/15)
  • “China devaluation looms large over Xi’s US visit” (FT, 9/22/15)
  • “China’s workers stumble as factories stall” (WSJ, 9/22/15)
  • “China outlook is called too grim” (WSJ, 9/21/15)
  • “Investors lose faith in Beijing’s official growth figures” (FT, 9/17/15)
  • “China eases limits on overseas funding as forex reserves fall” (9/17/15)
  • “A new Chinese export– recession risk” (FT, 9/16/15)
  • “In handling crises, Beijing becomes its own liability” (WSJ, 9/16/15)
  • “China’s problem isn’t its markets” (WSJ, 9/16/15)
  • “China’s spending surge means debts will only get larger” (WSJ, 9/16/15)
  • “China steps up pace of currency buying, using huge reserves” (NYT, 9/8/15)
  • “Stocks try to regain footing” (WSJ, 9/8/15)
  • “China’s forex reserves fall by record $93.9 billion on yuan intervention” (WSJ, 9/8/15)
  • “China risks repeating the errors of Japan” (FT, 9/4/15)
  • “Friendship between Putin and Xi becomes strained as economies falter” (NYT, 9/4/15)
  • “China fears sink markets again” (WSJ, 9/2/15)
  • “Manufacturing in China falls at fastest rate in three years” (FT, 9/2/15)
  • “Don’t confuse China’s economy and stocks” (WSJ, 9/2/15)
• China and Hong Kong Stock Bubble?:
  • “China opens inquiry into securities regulator” (NYT, 9/17/15)
  • “China widens Citic insider-trade probe” (WSJ, 9/16/15)
  • “Economic nerves return to torment China equities” (FT, 9/15/15)
  • “China’s response to stock plunge rattles traders” (NYT, 9/10/15)
  • “Reporter’s shaming signals China’s tightening control” (NYT, 9/7/15)
  • “China blame game spooks investors” (FT, 9/3/15)
  • “China should welcome its short sellers” (FT, 9/3/15)
• Corporate Debt Crisis: “Crunch looms after US corporate debt binge” (FT, 9/11/15)
• Emerging Markets Economic Crisis (Asia, Russia, Brazil):
  • “Emerging markets haven’t hit rock bottom yet” (Barron’s, 9/28/15)
  • “Brazil’s terrible fall from economic grace” (FT, 9/14/15)
  • “S&P cuts Brazil’s debt rating to junk” (WSJ, 9/10/15)
• European Deflation and Economic Crisis?:
  • “ECB ready to expand stimulus programs” (WSJ, 9/4/15)
  • “Euro falls as ECB’s Draghi opens door to more stimulus” (WSJ, 9/4/15)
  • “Draghi says ECB is ready to expand stimulus, but not yet” (NYT, 9/4/15)
• Glencore: New Lehman?:
  • “Glencore moves to dispel concerns” (FT, 9/30/15)
  • “Glencore investors zero in on unit” (WSJ, 9/30/15)
  • “Bond market: the L-word” (FT, 9/30/15)
• Greek Economic Crisis?:
  • “Greek premier says return to markets in sight” (WSJ, 9/30/15)
  • “Greek finance minister forecasts growth” (FT, 9/28/15)
  • “Trading meat for tires as bartering economy grows in Greece” (NYT, 9/24/15)
  • “Syriza victory fails to allay fears over Greek bailout reforms” (FT, 9/22/15)
  • “Crises await Greek leader” (WSJ, 9/22/15)
  • “Tsipras sweeps back to power in Greece as election gamble pays off” (FT, 9/21/15)
  • “Greek vote signals a pause in turmoil” (WSJ, 9/21/15)
  • “After tumult, Greek voters give leftist leaders a second chance” (NYT, 9/21/15)
  • “Creditors worry over elections in Greece” (NYT, 9/17/15)
  • “Center-right’s interim leader has Syriza rattled as polls suggest election is too close to call” (FT, 9/14/15)
  • “Alexis through the looking-glass world of Greek politics” (FT, 9/4/15)
  • “Tight Greek race to test bailout deal” (WSJ, 9/2/15)
• Japan Economic Crisis?:“S&P blames downgrade of Japan’s debt on Abenomics” (FT, 9/17/15)
• Liquidity:
  • “IMF issues a warning on mutual funds and risky bonds” (NYT, 9/30/15)
  • “The new bond market: algorithms trump humans” (WSJ, 9/24/15)
  • “The new bond market: debt investors wary as offerings fuel buybacks” (WSJ, 9/21/15)
  • “If investors bail, will your bond fund fail?” (WSJ, 9/19/15)
  • “Risk parity funds given bogeyman treatment” (FT, 9/3/15)
  • “HFT’s role in treasuries gives regulators pause” (FT, 9/2/15)

• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Biotech selloff puts damper on stocks” (WSJ, 9/26/15)
  • “Groupon’s latest deal isn’t worth it” (WSJ, 9/24/15)
  • “Groupon to cut 1,100 jobs, about 10 percent of work force” (NYT, 9/23/15)
  • “France upholds ban against Uber’s low-cost service” (WSJ, 9/23/15)
  • “Clinton’s pledge to tackle ‘outrageous’ drug prices knocks $15 billion off biotechs” (FT, 9/22/15)
  • “Alibaba objects, but we stand by our cover story” (Barron’s, 9/21/15)
  • “Biotech deals questioned” (FT, 9/21/15)
  • “Uber meets its match in France” (WSJ, 9/19/15)
  • [TOP TEN]“Megadeals for 2015 hit record high” (FT, 9/19/15)
  • “Lyft announces deal with Didi Kuadi, the Chinese ride-sharing company” (NYT, 9/17/15)
  • “Facebook takes a step into education software” (NYT, 9/4/15)
  • “Facebook advances bazaar ambitions” (WSJ, 9/4/15)
  • “In big new market, Uber hits a great wall” (WSJ, 9/3/15)
  • “Yelp in need of a good review” (FT, 9/2/15)
  • “Uber rebuffed by judge in ruling on drivers’ suit” (NYT, 9/2/15)
  • [TOP TEN]“Is Silicon Valley another bubble…and what could burst it?” (Vanity Fair, 9/1/15)
• New Global Financial Crisis?:
  • “Equities eye worst quarter since 2011 over fears for global economy” (FT, 9/30/15)
  • “When conditions call for caution, a good Cape has multiple uses” (FT, 9/17/15)
• New IPO, Private IPO  and Private Valuation Bubble? (Unicorns and Decacorns):
  • [TOP TEN]“The risk of a billion-dollar valuation in Silicon Valley” (NYT, 9/23/15)
  • “First Data tees up year’s biggest IPO” (WSJ, 9/22/15)
  • “Private-equity firms make IPO push” (WSJ, 9/21/15)
  • “Alibaba’s woes weigh on peers’ valuations” (WSJ, 9/18/15)
  • “Sharing economy trailblazer BlaBlaCar valued at €1.4bn after funding round” (FT, 9/17/15)
  • “Uber: backseat driver” (FT, 9/15/15)
  • [TOP TEN]“Where’s the bottom?” (Barron’s, 9/14/15)
  • “The moral hazard created by abundant start-up funds” (FT, 9/2/15)
• Puerto Rico Debt Crisis:
  • “Senate panel seeks more details about Puerto Rico’s debt and long-term needs” (NYT, 9/30/15)
  • “Puerto Rico’s debt rescue plan called into question” (NYT, 9/17/15)
  • “How Congress can help Puerto Rico” (NYT, 9/14/15)
  • “Puerto Rico lays out 5-year plan for restructuring its debts” (NYT, 9/10/15)
  • “Puerto Rico plan calls for spending cuts, tax overhaul” (WSJ, 9/10/15)
  • “Puerto Rico agency plans talks with creditors” (WSJ, 9/2/15)
  • “Puerto Rico electric utility is said to be near debt deal” (NYT, 9/2/15)

August 2015

• Bitcoin:
  • “Wall Street takes a keen interest in Bitcoin’s technology” (NYT, 8/31/15)
  • “Mt Gox founder Mark Karpeles faces rearrest in bitcoin probe” (FT, 8/21/15)
  • “Man charged in Bitcoin scheme appears in New York court” (NYT, 8/11/15)
  • “Japanese police hope to shed light on bitcoin exchange’s collapse” (FT, 8/3/15)
• China Economic Crisis:“The zombie factories that stalk China’s economy” (NYT, 8/30/15)
• China and Hong Kong Stock Bubble?:
  • “Crises put first dents in power of China’s Xi” (WSJ, 8/31/15)
  • “China’s problem is the economy itself, not the market sell-off” (FT, 8/31/15)
  • “China banks under growing pressure as bad loans jump” (FT, 8/31/15)
  • “Beijing abandons large-scale share purchases” (FT, 8/31/15)
  • “China’s next rpoblem: payinf for its bailout” (WSJ, 8/31/15)
  • “Warning signs in US presaged China drop” (WSJ, 8/31/15)
  • “‘Chimerica’ and the rule of central bakers” (WSJ, 8/28/15)
  • “China devaluation stirs disinflation fears that are difficult to slay” (FT, 8/28/15)
  • “China banks face worst year in more than a decade” (WSJ, 8/28/15)
  • “Winners and losers in China’s upheaval” (WSJ, 8/27/15)
  • “Shanghai and Shenzhen sink despite rate cut” (FT, 8/27/15)
  • “False alarms on a crisis in China” (WSJ, 8/27/15)
  • “China’s party-run media is silent on mayhem” (NYT, 8/26/15)
  • “Political risks may foil economic reform in China” (NYT, 8/26/15)
  • “Beijing cuts interest rates in bid to revive economy” (FT, 8/26/15)
  • “China shares wipe out all gains this year” (WSJ, 8/25/15)
  • “For all its heft, China’s economy is a black box” (WSJ, 8/25/15)
  • “China’s economic stress test” (WSJ, 8/25/15)
  • “China to flood economy with cash as global markets lose faith“(WSJ, 8/24/15)
  • “China woes send stocks into tailspin” (NYT, 8/21/15)
  • “Beijing picks the winners in China stocks” (WSJ, 8/21/15)
  • “Stocks fall worldwide amid fears over China’s growth and US interest rates” (LAT, 8/21/15)
  • “Investors seek safety in sovereign bonds after Shanghai shenanigans” (FT, 8/20/15)
  • “China: weakened foundations” (FT, 8/20/15)
  • “China’s gloom overshadows global outlook” (FT, 8/19/15)
  • “Plight of state-owned credit guarantee group shines light on China debt risks” (FT, 8/19/15)
  • “China turned to risky devaluation as export machine stalled” (NYT, 8/18/15)
  • “China’s currency move rattles African economies” (WSJ, 8/18/15)
  • “China’s currency move clouds its policy goals” (NYT, 8/12/15)
  • “Global selling shows concerns about China’s weakness” (NYT, 8/12/15)
  • “China’s currency dilemma” (NYT, 8/12/15)
  • “Why did China devalue its currency? Two big reasons” (NYT, 8/12/15)
  • “China moves to devalue yuan” (WSJ, 8/11/15)
  • “The world-wide undermining of free markets” (WSJ, 8/11/15)
  • “China devalues its currency as worries rise about economic slowdown” (NYT, 8/11/15)
  • “Alibaba offers a glimpse into China” (WSJ, 8/10/15)
  • “Chinese retail investors flee plunging markets” (WSJ, 8/6/15)
  • “China’s stock exchanges crack down on short selling” (NYT, 8/5/15)
  • “China’s high stock valuations set this intervention apart” (FT, 8/5/15)
  • “China’s response to stock rout exposes regulatory disarray” (WSJ, 8/5/15)
  • “China clamps down on short selling” (WSJ, 8/5/15)
  • “China proposes to keep online payments in check” (WSJ, 8/4/15)
• Emerging Markets Economic Crisis (China, Russia, Brazil):
  • “EM debt misses worst of global turbulence” (FT, 8/27/15)
  • “Gloomy economic reality dawns on Brazil” (FT, 8/26/15)
  • “Emerging markets hit hard as global rout continues” (WSJ, 8/25/15)
  • “Kazakhstan’s currency plunges” (NYT, 8/21/15)
  • “Emerging market currencies battered by commodities slide, China turbulence” (WSJ, 8/21/15)
  • “China’s devaluation triggers dramatic falls in emerging markets currencies” (FT, 8/21/15)
  • “Emerging markets wield their spades” (FT, 8/21/15)
  • “The world should fear an emerging market rout” (FT, 8/20/15)
  • “Emerging markets rocked by $1tn capital flight as confidence slumps” (FT, 8/19/15)
  • “For many in Spain, a heralded economic recovery feels like a bust” (NYT, 8/11/15)
  • “Brazil: engine trouble” (FT, 8/3/15)
• Greek Economic Crisis?:
  • “Greece ruling party splits before election” (WSJ, 8/22/15)
  • “Alexis Tsipres, Greek prime minister, calls for new elections” (NYT, 8/21/15)
  • “Greek prime minister Alexis Tsipras resigns, clearing way for elections in bid to uphold bailout deal” (WSJ, 8/21/15)
  • “Greece faces fresh uncertainty as Tsipras calls snap general election” (FT, 8/21/15)
  • “Bundestag backs Greek deal amid Merkel rebellion” (FT, 8/20/15)
  • “Merkel under pressure over Greece vote” (FT, 8/19/15)
  • “Greek-bank bondholders face losses; earnings computations vary” (WSJ, 8/18/15)
  • “Merkel allies try to contain rebellion on Greek vote” (WSJ, 8/18/15)
  • “Europe, listen to the IMF and restructure the Greek debt” (NYT, 8/18/15)
  • “Greece nears agreement on details of new bailout” (NYT, 8/12/15)
  • “Berlin faces isolation as Athens and creditors near €68bn accord” (FT, 8/10/15)
  • “Democracy at the heart of fight for Greece” (FT, 8/10/15)
  • “Who won the Greek deal? The jury is still out” (WSJ, 8/10/15)
  • “Greece, creditors make progress in talks to secure bailout” (WSJ, 8/10/15)
  • “Greece’s ills require a banking fix” (WSJ, 8/5/15)
  • “Stocks plunge in Greece as Athens exchange reopens” (NYT, 8/4/15)
  • “Greek banks: Grecian burns” (FT, 8/4/15)
  • “Greek stocks fall 16% as trading resumes after five-week closure” (WSJ, 8/4/15)
  • “Eurozone crisis nations leave Greece behind” (WSJ, 8/4/15)
  • “Athens stocks: investors rush for exit” (FT, 8/4/15)
• Japan Economic Crisis:“Abenomics under threat from China slowdown” (FT, 8/28/15)
• Junk Bonds:“Will US equities follow junk bonds down?” (FT, 8/5/15)
• Liquidity:
  • “BoE publishes bond liquidity concerns” (FT, 8/28/15)
  • “Stock halts added to Monday’s market chaos” (WSJ, 8/28/15)
  • “Investing: Whatever the weather?” (FT, 8/24/15)
  • “US asset manager warns over ‘risk party’” (FT, 8/24/15)
  • “Bond terrible twins: low yields, illiquidity” (WSJ, 8/22/15)
  • “Central bankers fret over liquidity but the real issue is borrowing” (FT, 8/20/15)
  • [TOP TEN]“Debt markets: after the binge” (FT, 8/6/15)

• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “For Silicon Valley, an upside to a downturn” (NYT, 8/27/15)
  • “Unstable market could cut the flow of venture capital to startups” (LAT, 8/27/15)
  • “Alibaba’s ‘values’ have eerie ring of the past” (FT, 8/27/15)
  • “Angry Birds maker sheds 260 jobs in effort to remain afloat” (FT, 8/27/15)
  • “Big investors are finding ripe start-up targets in Europe” (NYT, 8/24/15)
  • “Biotech’s big voucher price problem” (WSJ, 8/20/15)
  • “Kik raises $50 million from Tencent, in bid to become ‘WeChat of the West’” (NYT, 8/19/15)
  • “Uber offices in Hong Kong raided by police” (NYT, 8/12/15)
  • [TOP TEN]“Australia’s CSL warns of biotech bubble” (FT, 8/11/15)
  • “Alibaba to invest $4.5 billion in electronics retailer” (WSJ, 8/11/15)
  • “Alibaba to buy 20% stake in electronics retailer Suning” (NYT, 8/11/15)
  • “Jack Dorsey, other Twitter executives bump up their stakes” (WSJ, 8/11/15)
  • “Jack Dorsey and other Twitter insiders make show of support” (NYT, 8/11/15)
  • “A roundabout route to big returns” (NYT, 8/10/15)
  • “High costs offset an increase in revenue at Etsy” (NYT, 8/5/15)
  • “Alibaba names former Goldman Sachs executive as president” (NYT, 8/5/15)
  • “Alibaba appoints former Goldman Sachs banker Michael Evans as president” (FT, 8/5/15)
  • “For mobile messaging, GIFs prove to be worth at least a thousand words” (NYT, 8/4/15)
• New Economic Crisis?:
  • “Stock bears won’t hibernaate” (WSJ, 8/31/15)
  • “With stocks in chaos, some funds go hunting” (NYT, 8/28/15)
  • “Mess of the past few days suggests entrance to true bear territory” (FT, 8/27/15)
  • [TOP TEN]“Signs,long unheeded, now point to risks in US economy” (NYT, 8/26/15)
  • “The Fed’s stock price correction” (WSJ, 8/25/15)
  • [TOP TEN]“Investors grasp for answers amid wild stock rout” (WSJ, 8/25/15)
  • “Risks grow for slow but steady US expansion” (WSJ, 8/25/15)
  • “Wall Street wonders if worst is over” (LAT, 8/25/15)
  • “Global stock sell-off is a big test of US economy’s resiliency” (LAT, 8/25/15)
  • “How the market rout is turning Wall Street upside down” (WSJ, 8/24/15)
  • “Investors brace for further tumult” (WSJ, 8/24/15)
  • “Stock rout’s explanation is tricky” (WSJ, 8/24/15)
  • [TOP TEN]“Stocks plummet,threatening end to long bull run” (NYT, 8/22/15)
  • [TOP TEN]“Stock plunge picks up speed” (WSJ, 8/22/15)
  • “This week’s market sell-off may not be such a bad thing” (NYT, 8/22/15)
  • “Oil briefly breaks below $40” (WSJ, 8/22/15)
  • “What investors shouldn’t do now” (WSJ, 8/22/15)
  • “Growth fears send stocks into a skid” (WSJ, 8/21/15)
  • “Dow tumbles, hitting 2015 low on growth worries” (WSJ, 8/21/15)
  • “The battle at the heart of global markets” (WSJ, 8/21/15)
• New Housing Bubble?:
  • “US home-builder confidence hits near-decade high” (WSJ, 8/18/15)
  • “JP Morgan loosens terms for jumbo mortgages” (WSJ, 8/5/15)
• New IPO, Private IPO  and Private Valuation Bubble? (Unicorns and Decacorns):
  • “In China, Uber nears $1 billion boost from investors” (WSJ, 8/28/15)
  • “IPO market feels chill from stock plunge” (WSJ, 8/25/15)
  • [TOP TEN]“The ‘unicorn’ club,now admitting new members” (NYT, 8/24/15)
  • “50 companies that may be the next start-up unicorns” (NYT, 8/24/15)
  • “Investors hope to ride swell of SoulCycle fever in coming IPO” (NYT, 8/21/15)
  • “Unicorns hunt for talent among Silicon Valley’s giants” (NYT, 8/19/15)
  • “Neiman Marcus files for IPO” (WSJ, 8/5/15)
  • “Chinese property rental site Tujia raises $300 million” (NYT, 8/4/15)
• Puerto Rico Debt Crisis:
  • “Puerto Rico turmoil sinks sewer bond” (NYT, 8/26/15)
  • Puerto Rico plays chicken with its creditors” (WSJ, 8/24/15)
  • “Puerto Rico to issue $750 million in revenue bonds for construction” (NYT, 8/12/15)
  • “When sovereign entities default” (LA Daily Journal, 8/6/15)
  • “Puerto Rico has another debt worry on horizon” (NYT, 8/5/15)
  • “Puerto Rico defaults on most of $58 million debt payment” (WSJ, 8/4/15)
  • “Puerto Rico defaults on bond payment” (NYT, 8/4/15)
• Russian Economic Crisis: “Inflation robs buying power across Russia” (NYT, 8/19/15)
• Student-Loan Payment Defaults: “School-loan reckoning: 7 million are in default” (WSJ, 8/22/15)
• Subprime Lending: “Meet the new king of subprime lending” (WSJ, 8/11/15)

July 2015

• Bitcoin:“How future Bitcoin can prevent a future Greece” (WSJ, 7/13/15)
• China and Hong Kong Stock Bubble?:
  • “China’s naked emperors” (NYT, 7/31/15)
  • “Baidu looks to restore investor confidence” (FT, 7/31/15)
  • “China markets regulator warns media on ‘market disturbance’” (FT, 7/31/15)
  • “Why China will still reach its target growth rate” (WSJ, 7/31/15)
  • “China’s thumb on Fed rate-rise scale” (WSJ, 7/30/15)
  • “So you bought into a China fund” (WSJ, 7/30/15)
  • “Bridgewater relents on its China call” (WSJ, 7/24/15)
  • “Japan investors use China market rout as a chance to buy” (WSJ, 7/24/15)
  • “Stock downturn hits Chinese investors in the heart, not just the wallet” (NYT, 7/23/15)
  • “Giant hedge fund Bridgewater flips view on China: ‘no safe places to invest’” (WSJ, 7/23/15)
  • “Why investors shy away from China’s $6.4 trillion bond market” (WSJ, 7/23/15)
  • “China’s market plunge: where only 3% of firms could trade” (WSJ, 7/22/15)
  • “China faces dilemma in choosing best moment to bow out” (FT, 7/22/15)
  • “Let China’s markets speak truth to power” (FT, 7/22/15)
  • “As markets swing, Beijing steadies Yuan” (WSJ, 7/21/15)
  • “The strange tale of ticker ‘566’” (FT, 7/21/15)
  • “China slowdown forces firms to adapt or die” (WSJ, 7/20/15)
  • “China gives short shrift to ‘malicious’ bears” (FT, 7/20/15)
  • “China tightens grip on internet financing platforms” (FT, 7/20/15)
  • “Beijing’s big push raises a red flag” (WSJ, 7/18/15)
  • “Cooling of China’s stock market dents major driver of economic growth” (NYT, 7/16/15)
  • “Short-term fixes may impede China’s long-term goals” (WSJ, 7/16/15)
  • “China to allow wider access to bond market” (WSJ, 7/15/15)
  • “Beijing’s maneuvers disenchant global investors” (WSJ, 7/15/15)
  • “After Chinese stock plunge, a hole shows in Xi’s ‘China dream’” (WSJ, 7/15/15)
  • “China crackdown on margin lending hits peer-to-peer lenders” (WSJ, 7/14/15)
  • “Hedge funds reassess China after market free fall” (NYT, 7/14/15)
  • “Data bust myth of China’s retail investors” (FT, 7/14/15)
  • [TOP TEN]“China’s incendiary market is fanned by borrowers and manipulation” (NYT, 7/13/15)
  • “China stocks still have fans” (WSJ, 7/13/15)
  • “China cracks down on margin lending in latest effort to shore up markets” (FT, 7/13/15)
  • “ETFs used to prop up Chinese stock market” (FT, 7/13/15)
  • [TOP TEN]“A bull market with Chinese characteristics” (FT, 7/11/15)
  • “Shanghai stocks have best two-day run since 2008 as intervention takes effect” (FT, 7/11/15)
  • “A hush falls over China” (NYT, 7/11/15)
  • “Memo to China: you are doomed to fail” (WSJ, 7/11/15)
  • “Picking through China’s stock mess” (WSJ, 7/11/15)
  • “Chinese indices are removed from reality” (FT, 7/10/15)
  • “China’s equity rout sucks miners into its vortex” (FT, 7/10/15)
  • “Watchdog feels heat over stock market gambit” (FT, 7/10/15)
  • “Why Beijing’s efforts have failed to tame China’s stock market” (WSJ, 7/9/15)
  • “Beijing’s barrage of support stems China rout” (FT, 7/9/15)
  • “PBoC tests quantitative easing with Chinese characteristics” (FT, 7/9/15)
  • “Commodities plunge on fear of China cutback” (WSJ, 7/9/15)
  • “Unraveling the China puzzle” (WSJ, 7/9/15)
  • “The man tasked with stopping China’s stock sell-off” (WSJ, 7/9/15)
  • “Lessons from China’s crash” (WSJ, 7/9/15)
  • “Chinese markets: the wild wild east” (FT, 7/9/15)
  • “Chinese stocks rise, but fears persist” (NYT, 7/9/15)
  • “China’s efforts fail to contain market plunge” (NYT, 7/9/15)
  • “The problem with China’s efforts to prop up its stock market” (NYT, 7/9/15)
  • “Beijing’s meddling in market betrays insecurity at the top” (WSJ, 7/8/15)
  • [TOP TEN]“China’s stock plunge is scarier than Greece” (WSJ, 7/8/15)
  • [TOP TEN]“China’s stocks fall in defiance of Beijing’s support efforts” (FT, 7/8/15)
  • “China’s loan sharks come under attack from p2p lenders” (FT, 7/8/15)
  • “Plummeting market breeds suicidal despair among investors” (FT, 7/8/15)
  • “Angry premier takes charge of fight back” (FT, 7/8/15)
  • “China stocks slump pits the party against punters” (FT, 7/8/15)
  • “China rattles commodities” (WSJ, 7/7/15)
  • “China’s intervention: shock but little awe” (WSJ, 7/7/15)
  • “Beijing liquidity move fails to spark equities rally” (FT, 7/7/15)
  • [TOP TEN]“How Chinese stocks fell to earth: ‘My hairdresser said it was a bull market” (WSJ, 7/7/15)
  • “China’s market turn exposes borrowers who fueled the frenzy” (NYT, 7/7/15)
  • “China pumps liquidity in the markets in fresh attempt to halt share sell-off” (FT, 7/6/15)
  • “China’s stock drop, felt by average people, make shake leadership” (NYT, 7/6/15)
  • “China’s IPO stance deepens markets swings” (WSJ, 7/2/15)
  • “Sound reasons why it is better to stay out of China A-shares” (FT, 7/2/15)
  • “China’s equity bubble has echoes of Nasdaq” (FT, 7/2/15)
  • “Chinese investors blame share collapse on state” (FT, 7/2/15)
  • “Investors keep their faith in Beijing’s heavy hand in markets” (WSJ, 7/1/15)
  • “Yen is running out of wiggle room” (FT, 7/1/15)
• European Deflation and a New Economic Crisis?:“Europe’s high-yield bond market begins recovery” (WSJ, 7/21/15)
• Greek Economic Crisis?:
  • “A flow of funds, out of Greece” (NYT, 7/31/15)
  • “Greece’s Alexis Tsipras faces battle to avoid Syriza split” (WSJ, 7/30/15)
  • “How Germany prevailed in the Greek bailout” (NYT, 7/30/15)
  • “Ideas for Greece, from the London Business School” (NYT, 7/30/15)
  • “US importers and Greek suppliers stymied by cash controls” (NYT, 7/30/15)
  • “Greece bailout monitors raise doubts” (FT, 7/27/15)
  • “The make believe world of eurozone rules” (FT, 7/27/15)
  • “Why Greece should give up the euro” (NYT, 7/25/15)
  • “Personalities clashing over how to handle new Greek bailout” (NYT, 7/24/15)
  • “Is the euro to blame for Europe’s woes?” (NYT, 7/24/15)
  • “Greece approves second set of changes needed for bailout” (NYT, 7/23/15)
  • “Greek Prime Minister Alexis Tsipras remains popular despite touch bailout deal” (WSJ, 7/23/15)
  • “Greek government debt falls sharply in first three months of the year” (WSJ, 7/23/15)
  • “Not all is rosy for eurozone after Greece deal” (WSJ, 7/23/15)
  • “Alexis Tsipras, Greek prime minister, sheds his identity as a radical” (NYT, 7/22/15)
  • “Tide turns for Greece’s shipping industry” (WSJ, 7/22/15)
  • “Greece holds back on raising farmers taxes” (FT, 7/22/15)
  • “Tough approach to Greece makes Schauble the toast of Germany” (FT, 7/22/15)
  • “As banks in Greece reopen, new sales taxes add to confusion” (NYT, 7/21/15)
  • “Finland shows why many Europeans think Americans are wrong about the euro” (NYT, 7/21/15)
  • “Greek banks reopen their doors, but with strict limits still in place” (WSJ, 7/21/15)
  • “Merkel calls for swift start to Greek bailout talks” (NYT, 7/20/15)
  • “Greeks worry about bailout’s push for an economic overhaul” (NYT, 7/20/15)
  • “Next test for Greece’s Tsipras: privatization” (WSJ, 7/20/15)
  • “Banks to open up in boost to Greek morale” (FT, 7/20/15)
  • “Athens under intense pressure over ballot” (FT, 7/20/15)
  • “Angela Merkel signals conditions for Greek bailout talks” (FT, 7/20/15)
  • “Grexit remains the likely outcome of this sorry process” (FT, 7/20/15)
  • “A price to pay for Germany” (NYT, 7/18/15)
  • “Germany votes to move ahead with Greek bailout, but opposition grows” (NYT, 7/18/15)
  • “Germany gives its blessing to bailout talks” (WSJ, 7/18/15)
  • “Fear of the unknown binds a Greek deal with few believers” (WSJ, 7/17/15)
  • “ECB raises emergency lending to Greek banks” (WSJ, 7/17/15)
  • “Alexis Tsipras clinging to power as Syriza rebellion gathers pace” (WSJ, 7/17/15)
  • “The Greek solution solved nothing” (WSJ, 7/17/15)
  • “Greek drama leaves the eurozone with mountains to climb” (FT, 7/17/15)
  • “Athens wins lifeline as Draghi stands by Greece’s place in euro” (FT, 7/17/15)
  • “Europe’s best and brightest need to head for Greece” (FT, 7/17/15)
  • “Delors had the answer to the Greek question” (FT, 7/17/15)
  • “Grexit ‘could be better’ solution, says Schauble” (FT, 7/17/15)
  • “Europe’s treats not so sweet for Greece” (FT, 7/17/15)
  • “Greece, its back to the wall, adopts austerity steps” (NYT, 7/16/15)
  • “Greece’s parliament passes austerity measures required for bailout” (WSJ, 7/16/15)
  • “IMF chief: Greek bailout talks a ‘colossal’ challenge” (WSJ, 7/16/15)
  • “Resolving the Greek debt crisis: crucial next steps” (NYT, 7/16/15)
  • “The IMF is telling Europe the euro doesn’t work” (NYT, 7/16/15)
  • “Greece’s lessons for an indebted world” (WSJ, 7/16/15)
  • “Eurozone seeks short-term financing for Greece” (WSJ, 7/15/15)
  • “IMF demands Greek debt relief as condition for bailout” (NYT, 7/15/15)
  • “Greek prime minister pushes to keep political support” (WSJ, 7/15/15)
  • “IMF warns eurozone that Greece needs far more debt relief” (WSJ, 7/15/15)
  • “Germany yet to swallow economic medicine prescribed for Greece” (WSJ, 7/15/15)
  • “Tsipras is seen as retaining Greeks’ approval while selling tough deal” (NYT, 7/15/15)
  • “Overregulating life in Greece” (NYT, 7/15/15)
  • “Germany’s destructive anger” (NYT, 7/15/15)
  • “Another Greek can-kicking” (WSJ, 7/15/15)
  • “Premier of Greece, Alexis Tsipras, accepts creditors’ austerity deal” (NYT, 7/14/15)
  • “Deal on Greek debt crisis exposes Europe’s deepening fissures” (NYT, 7/14/15)
  • “Greek merchants fear a way of life is disappearing” (NYT, 7/14/15)
  • “Greece’s banks are the next in line for a European bailout” (NYT, 7/14/15)
  • “The Eurozone’s damaging deal for Greece” (NYT, 7/14/15)
  • “Greek crisis talks put French-German ties to the test” (WSJ, 7/14/15)
  • “Eurozone leaders reach rescue deal for Greece, with tough conditions” (WSJ, 7/14/15)
  • “Greek bank shutdown hits startups hard” (WSJ, 7/14/15)
  • “Tsipras will rely on opposition to beat Syriza rebels in vote” (FT, 7/14/15)
  • “Sinking feeling for Greece’s bondholders” (FT, 7/14/15)
  • “Greeks face hurdles in quest for new bailout” (FT, 7/14/15)
  • “Third Greek rescue deal met with widespread skepticism” (FT, 7/14/15)
  • “Tsipras faces rebellion in Athens after accepting €86bn EU bailout” (FT, 7/14/15)
  • “Greece deal will take time to reach banks” (WSJ, 7/14/15)
  • “The Greece deal, then (June) and now (July)” (WSJ, 7/14/15)
  • “Greece: a glimmer of hope for both sides” (WSJ, 7/14/15)
  • “Leaders from Eurozone work into morning on Greek crisis” (NYT, 7/13/15)
  • “Greeks’ anticipation turns to anxiety, then frustration in weekend on edge” (NYT, 7/13/15)
  • “Greek limbo sets up another Monday to watch in markets” (WSJ, 7/13/15)
  • “Europe takes hard line with Greece” (WSJ, 7/13/15)
  • “Germany flexes its muscles in talks with bailout ultimatum” (WSJ, 7/13/15)
  • “Busting the myth of Russian aid to Greece” (WSJ, 7/13/15)
  • “In Athens, jubilation gives way to dismay and confusion” (WSJ, 7/13/15)
  • “Greek crisis prompts unusual pension problem” (FT, 7/13/15)
  • “Angela Merkel facing criticism over handling of Greek crisis” (WSJ, 7/13/15)
  • “Greece’s eurozone future uncertain as Germany steps up pressure” (FT, 7/13/15)
  • “Discordant voices make political harmony elusive” (FT, 7/13/15)
  • “Draghi faces anxious wait to see if he must decide Athens’ fate” (FT, 7/13/15)
  • “Finance leaders call it a night without a deal” (NYT, 7/12/15)
  • “Despair growing in streets of Greece as debt crisis festers” (NYT, 7/12/15)
  • “Rule-bound Germany meets chaotic Greece, and a standoff follows” (NYT, 7/12/15)
  • “Eurozone finance ministers prepare to decide Greece’s fate” (FT, 7/11/15)
  • “Greece awaits Europe verdict on debt plan” (WSJ, 7/11/15)
  • “Ireland, Portugal wait to see what deal Athens gets” (WSJ, 7/11/15)
  • “Merkel struggles with lose-lose dilemma” (FT, 7/11/15)
  • “Greece’s parliament approves prime minister’s bailout plan” (NYT, 7/11/15)
  • “In Athens, Greeks wonder whether premier folded or restored dignity” (NYT, 7/11/15)
  • “A bold proposal to offer Greece some financial relief” (NYT, 7/11/15)
  • “Countdown to Grexit deadline day” (FT, 7/9/15)
  • “Jack Lew and Christine Lagarde urge debt relief for Greece” (FT, 7/9/15)
  • “Greece requests 3-year bailout and promises reforms within days” (FT, 7/9/15)
  • “Schäuble warns Greece euro membership not ‘etched in stone’” (FT, 7/9/15)
  • “Europe will pay the price for Greece” (FT, 7/9/15)
  • “Syriza leftwinger opposes Greek bailout deal with creditors” (FT, 7/9/15)
  • “Greece given 5-day deadline to avoid bankruptcy” (FT, 7/9/15)
  • “Greece’s economy faces a difficult aftermath, deal or no deal” (NYT, 7/9/15)
  • “Fear grows in Greece as decisive hour nears” (WSJ, 7/9/15)
  • “Greeks spend in droves, afraid of losing savings to a bailout” (NYT, 7/9/15)
  • “Eurozone market calm clouds Grexit risks” (FT, 7/9/15)
  • “Euro, envisioned as a force of unity, becomes a weapon in Greek crisis” (NYT, 7/9/15)
  • “Setting a deadline for Greece proves much easier than sealing a fate” (NYT, 7/9/15)
  • “Germany’s failure of vision” (NYT, 7/9/15)
  • “Cranking out a new currency is no easy feat” (FT, 7/9/15)
  • “Germans forget post-war history lesson on debt relief and Greece crisis” (NYT, 7/8/15)
  • “ECB stands ready with anti-contagion arsenal” (FT, 7/8/15)
  • “Greece leaves, the Euro will be fragile” (FT, 7/8/15)
  • “Trust in short supply among creditors” (FT, 7/8/15)
  • “Twilight for the Euro welfare state?” (WSJ, 7/8/15)
  • “Cutting Greece loose might be a win-win” (WSJ, 7/8/15)
  • “Greek bank vortex threatens deal hopes” (WSJ, 7/7/15)
  • “Greece cannot save itself” (NYT, 7/7/15)
  • “Greece: how to undo the damage” (NYT, 7/7/15)
  • “Rift emerges as Europe gears up for new talks on bailout for Greece” (NYT, 7/7/15)
  • “Greek ‘no’ may have its roots in heroic myths and real resistance” (NYT, 7/7/15)
  • “Turning the tables on Greece, Germany” (WSJ, 7/7/15)
  • “Quiet response to Greece reflects change in markets” (WSJ, 7/7/15)
  • “Playing morality with Greek markets” (FT, 7/7/15)
  • “Greece, creditors grope for solution” (WSJ, 7/7/15)
  • “In Greece, ATM lines, bank transfer limits enter second week” (WSJ, 7/7/15)
  • “Outspoken finance minister steps down” (WSJ, 7/7/15)
  • “Germany has a lot to lose in Greek Euro exit” (WSJ, 7/7/15)
  • “Greece and the flight from reality” (WSJ, 7/7/15)
  • “German clout polarizes Europe” (WSJ, 7/7/15)
  • “Draghi tries to avoid role of executioner” (FT, 7/7/15)
  • “Vote adds to conundrum on US rate expectations” (FT, 7/7/15)
  • “Greeks dance, but Tsipras faces big test” (FT, 7/7/15)
  • “Hollande strives to keep Athens in the Euro fold” (FT, 7/7/15)
  • “Varoufakis content to ‘wear the creditors loathing with pride‘” (FT, 7/7/15)
  • “Europe should welcome Greece’s vote” (FT, 7/7/15)
  • “A stealthy route to Grexit” (FT, 7/7/15)
  • “Athens offered last chance to avoid crashing out of single currency” (FT, 7/7/15)
  • “Investors in US assets not immune as Greek spillover risk grows” (FT, 7/7/15)
  • “Rush to issue Yen bonds as Greek crisis comes to a head” (FT, 7/6/15)
  • “Defiant Greeks rebuff Europe” (WSJ, 7/6/15)
  • “After victory, Tsipras faces more hurdles” (WSJ, 7/6/15)
  • “Merkel’s choices fraught with risk” (WSJ, 7/6/15)
  • “The Greeks say no” (WSJ, 7/6/15)
  • “‘No’ takes Eurozone into the unknown” (WSJ, 7/6/15)
  • “Ending Greece’s bleeding” (NYT, 7/6/15)
  • “Greek voters decisively reject a bailout deal” (NYT, 7/6/15)
  • “Hopeful start to Greek talks quickly soured” (NYT, 7/3/15)
  • “Sweden cuts interest rates to minus 0.35% over Greece fears” (FT, 7/3/15)
  • “Greek premier compromises on debt deal, but response is tepid” (NYT, 7/2/15)
  • “Investors brace for vote in Greece” (WSJ, 7/3/15)
  • “Worried retirees line up to claim just a part of pensions” (NYT, 7/2/15)
  • “Tsipras accuses EU leaders of blackmailing Greek voters” (FT, 7/2/15)
  • “Mixed messages and no progress in Greek crisis” (NYT, 7/2/15)
  • “In Greece, life without money” (WSJ, 7/2/15)
  • “Greece won’t seal Portugal’s fate” (WSJ, 7/1/15)
  • “The Greek crisis is about more than money” (WSJ, 7/1/15)
  • “Why Greece puts a gun to its head” (WSJ, 7/1/15)
  • “Greeks default on bailout ahead of vote” (WSJ, 7/1/15)
• Junk Bonds:
  • “Junk bond issuers take a vacation” (WSJ, 7/21/15)
  • “S&P sees risk from US junk issuers and China” (FT, 7/17/15)
  • “A treasure for wealthy in Asia: junk bonds” (WSJ, 7/2/15)
• Liquidity:
  • “Overlooking the other sources of liquidity” (WSJ, 7/27/15)
  • “Fixing the Fed’s liquidity mess” (WSJ, 7/21/15)
  • “Icahn calls BlackRock ‘dangerous’” (WSJ, 7/16/15)
  • “Regulatory rollback is wrong for financial markets” (WSJ, 7/13/15)

• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Facebook posts solid gains, a feat eluding rivals” (NYT, 7/30/15)
  • “Facebook, Google tighten grip on mobile ads” (WSJ, 7/30/15)
  • “Twitter shares fall day after report reviews questions about user base” (WSJ, 7/30/15)
  • “Start-ups scramble to define ’employee’” (WSJ, 7/30/15)
  • “The tweets and yelps of an overvalued market” (WSJ, 7/30/15)
  • “Facebook’s heft comes at a cost” (WSJ, 7/30/15)
  • “Yelp struggles, as competition for talent impedes growth” (WSJ, 7/30/15)
  • “After 13 spinoffs, Angry Birds gets sequel” (WSJ, 7/30/15)
  • “NantKwest gives biotech another big IPO” (WSJ, 7/29/15)
  • “The only six stocks that matter” (WSJ, 7/27/15)
  • “Goodbye Wall Street, hello Silicon Valley” (WSJ, 7/27/15)
  • “Why Uber drives the left crazy” (WSJ, 7/27/15)
  • “Goldman-backed instant messaging company seeks new investment” (WSJ, 7/27/15)
  • “How Uber won the Big Apple” (WSJ, 7/25/15)
  • “Biogen’s cure for biotech blues” (WSJ, 7/24/15)
  • “Disappointment in tech stocks sends the markets down again” (NYT, 7/23/15)
  • “Uber 1, progressives 0” (WSJ, 7/23/15)
  • “Uber, in deal, averts curb in New York” (WSJ, 7/23/15)
  • “GoPro swings to profit as revenue jumps 72%” (WSJ, 7/22/15)
  • “Despite gains in advertising, Yahoo reports net loss” (NYT, 7/22/15)
  • “European tech: In Silicon Valley’s shadow” (FT, 7/22/15)
  • “First Data IPO is likely to be one of the year’s largest” (NYT, 7/21/15)
  • “Uber executive talks tough on Europe” (NYT, 7/21/15)
  • [TOP TEN]“Frenzy around shopping site harks back to dot-com boom” (WSJ, 7/20/15)
  • “Growth-starved investors bid up tech shares” (WSJ, 7/20/15)
  • “Putting Eli Lilly’s biotech bounce to the test” (WSJ, 7/20/15)
  • “Google shoots up $65 billion in a day” (WSJ, 7/18/15)
  • “Celgene aims to deal itself a blockbuster drug” (FT, 7/17/15)
  • “Uber faces California ban for failing to disclose ride-share data” (FT, 7/17/15)
  • “European biotechs rush to list on Nasdaq” (FT, 7/16/15)
  • “Twitter shares jump after faked Bloomberg report” (NYT, 7/15/15)
  • “Twitter shares hit by takeover hoax” (WSJ, 7/15/15)
  • “Hot Netflix not ready for its closeup” (WSJ, 7/15/15)
  • “Now worth $10 billion, is WeWork a 2000 redux?” (WSJ, 7/15/15)
  • [TOP TEN]“A dearth of tech IPOs may mask bubble trouble” (WSJ, 7/10/15)
  • “Uber bids to turn itself into ecommerce group in Indonesia” (FT, 7/9/15)
  • “Chat apps take swipe at Facebook” (WSJ, 7/9/15)
  • “Yahoo will enter daily fantasy sports market” (NYT, 7/9/15)
  • “Yahoo bets on fantasy sports with real-money gaming” (WSJ, 7/9/15)
  • “PayPal on hunt for takeovers after eBay split” (FT, 7/6/15)
  • “YouTube plays down threat from Facebook” (FT, 7/3/15)
  • “Facebook will share video ad revenue” (WSJ, 7/2/15)
  • “Asia’s Uber rivals receive flow of fresh capital” (WSJ, 7/2/15)
  • “No easy way forward for uncertain markets” (WSJ, 7/1/15)
• New Economic Crisis?:
  • “With Fed content to wait, investors push markets higher” (NYT, 7/30/15)
  • “Global growth worries Pummel Commodities” (WSJ, 7/25/15)
  • “Municipal bonds not really so scary” (NYT, 7/25/15)
  • “No rush for havens, despite signs of doom” (FT, 7/8/15)
• New Housing Bubble?:“Like recent heat wave, home-sale prices sizzle” (WSJ, 7/23/15)
• New IPO, Private IPO  and Private Valuation Bubble? (Unicorns and Decacorns):
  • “The fitness chain SoulCycle files for an initial public offering” (NYT, 7/31/15)
  • “Steep discounts a boon for customers, but a gamble for start-ups” (NYT, 7/30/15)
  • “Secret IPO filings feed deal frenzy” (WSJ, 7/28/15)
  • [TOP TEN]“Palantir Technologies raises $450 million” (WSJ, 7/24/15)
  • “Ferrari files for NYSE IPO” (WSJ, 7/24/15)
  • “Fiat Chrysler files for IPO of Ferrari” (NYT, 7/24/15)
  • “Airbnb is close to hiring Blackstone’s Tosi as its new finance chief” (WSJ, 7/24/15)
  • “KKR’s first data files to go public” (WSJ, 7/21/15)
  • “Shake Shack stockholders to sell at least 4 million shares” (WSJ, 7/21/15)
  • “CICC plans $1 billion Hong Kong IPO” (WSJ, 7/14/15)
  • “Asian tech start-ups quietly earn backing” (NYT, 7/13/15)
  • “Did Kuaidi raise $2 billion in fresh funding?” (FT, 7/9/15)
  • [TOP TEN]“Where countless angels tread” (NYT, 7/7/15)
  • [TOP TEN]“Unicorn: a fitting label for its time and place” (NYT, 7/6/15)
  • [TOP TEN]“SEC probes marketing of private tech shares” (WSJ, 7/6/15)
• Puerto Rico Debt Crisis:
  • “Nonpayment on bonds would have consequences for Puerto Rico” (NYT, 7/30/15)
  • “Hedge fund economics see solution in island’s debt crisis” (NYT, 7/27/15)
  • “Wall Street, seeing opportunity, invests in struggling hotels in Puerto Rico” (NYT, 7/24/15)
  • “Mutual funds are front and center in Puerto Rico talks” (WSJ, 7/20/15)
  • “Puerto Rico, running short of cash, misses debt payment” (NYT, 7/16/15)
  • “Puerto Rico faces its creditors in early debt resolution talks” (NYT, 7/14/15)
  • “Citigroup to host Monday meeting with Puerto Rico bondholders” (WSJ, 7/9/15)
  • “Puerto Rico debt fiasco a boon for lawyers” (FT, 7/7/15)
  • “Ends no longer met in Puerto Rico” (WSJ, 7/3/15)
  • “America’s Greece” (WSJ. 7/3/15)
  • “Puerto Rico’s pain tied to US wages” (WSJ, 7/2/15)
  • “Puerto Rico needs debt relief” (NYT, 7/2/15)
  • “The bonds that broke Puerto Rico” (NYT, 7/1/15)
  • “Hedge funds fight to save commonwealth investments” (NYT, 7/1/15)

June 2015

• Bitcoin:
  • “Cash for the new century” (WSJ, 6/15/15)
  • “Rules Released for Bitcoin Businesses” (NYT, 6/4/15)
  • “New York gets Bitcoin license rules” (WSJ, 6/4/15)
• Bond Volitility and Liquidity Crisis: “Volatility in bonds triggers alarms” (WSJ, 6/9/15)
• China Debt Bubble:“China duck processor defaults on debts as wary banks refuse to roll over loans” (FT, 6/2/15)
• China and Hong Kong Stock Bubble?:
  • “Chinese economy is in the stocks” (WSJ, 6/30/15)
  • “Chinese stocks dive again, signaling a choppy shift into a bear market” (NYT, 6/30/15)
  • “Beijing struggles for balance as markets falter” (WSJ, 6/29/15)
  • “China’s debt bomb” (WSJ, 6/29/15)
  • [TOP TEN]“China’s stock market plunges” (NYT, 6/27/15)
  • “A Chinese billionaire’s soured solar bet” (WSJ, 6/22/15)
  • “China shares suffer worst week since 2008” (WSJ, 6/20/15)
  • “Chinese blue-chips sit out trading frenzy” (FT, 6/18/15)
  • “In China, go-private movement gains heft” (WSJ, 6/18/15)
  • “Firms put chips on Shanghai stocks” (WSJ, 6/17/15)
  • “China’s hedge fund industry blooms as stocks surge” (FT, 6/15/15)
  • “China seeks to boost stocks by changing margin-trade rules” (WSJ, 6/13/15)
  • “MSCI to add China stock to indexes” (NYT, 6/10/15)
  • “China revises rules on margin trading” (WSJ, 6/6/15)
  • “Hong Kong deals China a lesson in sobriety” (FT, 6/5/15)
  • “Negative bets on China are unwise as Beijing backs equities surge” (FT, 6/3/15)
• Corporate Stock Buybacks: “Bond-funded buybacks draw skeptics” (WSJ, 6/16/15)
• European Deflation and a New Economic Crisis?:“Benchmark yields spike as Draghi warns of era of higher volatility” (FT, 6/4/15)
• Financial Crisis 5 Years Later: “Equity Loans Dog Homeowners” (WSJ, 6/9/15)
• Global Debt Crisis?: “Loads of debt: global ailment with few cures” (NYT, 6/30/15)
• Greek Economic Crisis?:
  • “The hard line on Greece” (NYT, 6/30/15)
  • “Greek voters warned that bailout rejection would spell ‘No to Europe’” (FT, 6/30/15)
  • “US can float in troubled sea“(WSJ, 6/30/15)
  • “Greece’s banks give Eurozone peers a glimpse into the abyss” (WSJ, 6/30/15)
  • “Europe’s dream is dying in Greece” (FT, 6/30/15)
  • [TOP TEN]“Greece closes banks as crisis grows” (WSJ, 6/29/15)
  • “Greece will shut banks in fallout from debt crisis” (NYT, 6/29/15)
  • [TOP TEN]“Greece closes banks to head off chaos as bailout talks break down” (FT, 6/29/15)
  • “Tsipras gambles political future on Greek bailout referendum” (FT, 6/29/15)
  • “What options now for Greece’s strained banking system?” (FT, 6/29/15)
  • “Eurozone leaders take coordinate gamble with response to Athens” (FT, 6/29/15)
  • “Red ink drove Athens toward austerity vote” (WSJ, 6/29/15)
  • “European fringe parties back Tsipras’s efforts” (WSJ, 6/29/15)
  • “Greek suicide watch” (WSJ, 6/29/15)
  • “Panic sets in among hardy hedge fund investors remaining in Greece” (NYT, 6/29/15)
  • “Greek prime minister will seek a referendum on bailout terms” (NYT, 6/27/15)
  • “Fed’s looming rate rise is bad news for bonds” (FT, 6/26/15)
  • “Athens handed ultimatum as EU leaders ready ‘plan B’” (FT, 6/26/15)
  • “Small business gasps for finance” (FT, 6/26/15)
  • “Shouldering burden of debt” (NYT, 6/25/15)
  • “Greece and Europe’s long road to reform” (WSJ, 6/23/15)
  • “Hopes for deal rise on Greek proposal” (WSJ, 6/23/15)
  • “Eurozone grants Athens another extension” (FT, 6/23/15)
  • “Plight of Greek banks holds lessons for an over-indebted world” (FT, 6/23/15)
  • “The three perilous options facing Europe” (FT, 6/23/15)
  • “Greek shift in stance keeps alive hopes for bailout deal” (FT, 6/23/15)
  • “Deal or no deal: a breakdown of the latest Greece proposals” (FT, 6/23/15)
  • “ECB plays dual role in Greece’s debt crisis” (NYT, 6/22/15)
  • “Greece lobs a last-ditch proposal” (WSJ, 6/22/15)
  • “Investors stay calm as crisis unfolds” (WSJ, 6/22/15)
  • “A changed currency bloc, with or without Athens” (WSJ, 6/22/15)
  • “Greece and its creditors pummel each other, but fight is not over yet” (NYT, 6/20/15)
  • “The endgame in Greece” (NYT, 6/20/15)
  • “Russia and Greece flaunt solidarity at a forum, but real cooperation is scarce” (NYT, 6/20/15)
  • “Greece told catastrophe is looming” (LAT, 6/19/15)
  • “EU calls crisis summit after Athens bailout talks collapse” (FT, 6/19/15)
  • “Increasing sense in Europe that Greece is a lost cause” (NYT, 6/19/15)
  • “Greek bank tells politicians to do a deal or face ‘uncontrollable crisis’” (FT, 6/18/15)
  • “Divisions emerge in Athens on deal” (WSJ, 6/18/15)
  • “Greek exit would test, but probably not break, Eurozone” (NYT, 6/18/15)
  • “Holders of Greek debt have history on their side” (FT, 6/18/15)
  • “Greek bank fears don’t add up for Europe” (WSJ, 6/18/15)
  • “Divorce in haste, repent at leisure” (FT, 6/17/15)
  • “A time to concede with honour and end the crisis” (FT, 6/17/15)
  • “ECB’s task is to contain contagion” (FT, 6/17/15)
  • “Can Greece default on debt but keep Euro?” (WSJ, 6/16/15)
  • “Athens digs in after talks collapse” (WSJ, 6/16/15)
  • “Europe is urged to prepare for Greek default as stances harden on debt deal” (NYT, 6/16/15)
  • “Tsipras vows to resist ‘pillaging’ of Greece in blow to deal prospects” (FT, 6/16/15)
  • “Eurozone puts Greek default on the table” (WSJ, 6/13/15)
  • “Only Greek PM knows what price he will pay for leftwing ambitions” (FT, 6/13/15)
  • “Greece, a financial Zombie state” (NYT, 6/12/15)
  • “Fearful Greek savers’ search for a haven revs up car sales with debt deal stalled” (FT, 6/11/15)
  • “American billionaire makes risky bet on Greece debt deal” (NYT, 6/10/15)
  • “Greece, lenders float aid extension” (WSJ, 6/9/15)
  • “Obama tells Greece to make ‘tough choices’” (FT, 6/9/15)
  • “Strident speech from Greek leader, who nevertheless says a deal is near” (NYT, (6/6/15)
  • “Greek premier blasts bailout demads, but calls deal close” (WSJ, 6/6/15)
  • “In Greek debt puzzle, the game theorist have it” (NYT, 6/5/5)
  • “Tsipras grounded by Syriza dissent” (FT, 6/5/15)
  • “Greece to withhold €300m loan repayment in show of defiance” (FT, 6/5/15)
  • “Hints of deal emerge in Greek debt showdown” (NYT, 6/4/15)
  • “Tsipras bullish ahead of meeting with creditors” (FT, 6/4/15)
  • “Greek creditors to push Athens for accord on new rescue plan” (FT, 6/3/15)
  • “Urgently assembled meeting for leaders in Greek crisis” (NYT, 6/2/15)
  • “Getting serious about Greek debt woes” (FT, 6/2/15)
  • “Greek drama set for markets’ main stage” (WSJ, 6/2/15)
  • “Tsipras accuses Greece bailout monitors of making ‘absurd’ demands” (FT, 6/1/15)
• Junk Bonds:“Bets laid on US junk bonds recovery” (FT, 6/16/15)
• Liquidity:
  • “Fitch warns of growing repo threat” (FT, 6/18/15)
  • “US bank and fund chiefs summoned to talks over bond market liquidity fears” (FT, 6/15/15)
  • “Banks’ liquidity lobbying is self-serving” (FT, 6/16/15)
  • [TOP TEN]”How the next financial crisis will happen” (WSJ, 6/10/15)
  • [TOP TEN]“A liquidity time bomb in the bond market?” (Barron’s, 6/8/15)
  • “Emerging world at risk as tantrums develop into ‘global warming’” (FT, 6/4/15)
  • “The assets combustible when regulators call them ‘safe’” (FT, 6/2/15)

• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Why this tech bubble is less scary” (WSJ, 6/29/15)
  • [TOP TEN]“How much do Silicon Valley firms really earn” (Barron’s, 6/29/15)
  • “The bonfire of the biotechnology vanities” (WSJ, 6/25/15)
  • “California’s Uber raid” (WSJ, 6/22/15)
  • “A fearless culture fuels tech” (NYT, 6/19/15)
  • “New rules let companies sell stakes to investors of modest means” (NYT, 6/19/15)
  • “California court dents Uber bodywork by classifying its drivers as employees” (FT, 6/18/15)
  • “Uber ruling fuels debate on status of workers” (NYT, 6/18/15)
  • “Uber dealt a setback on labor rules” (WSJ, 6/18/15)
  • “Fitbit valued at $4.1 billion” (WSJ, 6/18/15)
  • “In return to Twitter, Dorsey aims to follow path of Steve Jobs” (NYT, 6/18/15)
  • “Fitbit IPO tracking a $3.7 billion valuation” (WSJ, 6/17/15)
  • “Tech protege taps wealth fund in $40m drive for “sleep pill’ start-up” (FT, 6/16/15)
  • “Warning signs that biotech is heading for a reality check” (WSJ, 6/15/15)
  • “Is the Huffington Post worth $1 billion?” (WSJ, 6/13/15)
  • “A boss returns to Twitter, to shrugs and quips” (NYT, 6/13/15)
  • “Does CEO’s exit put Twitter in play?” (LAT, 6/13/15)
  • “Spotify girds for Apple’s challenge” (LAT, 6/11/15)
  • “Spotify raises $526m as it gears up for Apple rivalry” (FT, 6/11/15)
  • “Tech startups play numbers game” (WSJ, 6/10/15)
  • “Wall st. courts start-ups it once may have ignored” (NYT, 6/10/15)
  • “Uber is swarming into Chinese market” (NYT, 6/9/15)
  • “College dropouts thrive in tech” (WSJ, 6/4/15)
  • “Social media sites evolve to rake in cash” (LAT, 6/3/15)
  • “Pinterest adding ‘buy it’ button to retailers’ posts” (NYT, 6/3/15)
  • “Shares too pricey? Bernanke doesn’t think so” (WSJ, 6/3/15)
  • [TOP TEN]“US dealmaking hits $243bn monthly record” (FT, 6/2/15)
  • “Janet Yellen is no stock market sage” (WSJ, 6/2/15)
  • “Uber lures robot gurus from Carnegie Mellon” (WSJ, 6/1/15)
• New Housing Bubble?:
  • “Australian banks get aggressive on loans” (WSJ, 6/26/15)
  • “A comeback for risky home buyers” (WSJ, 6/25/15)
  • “The Fed risks inflating another housing bubble” (FT, 6/11/15)
  • “UK housing: The £24bn property puzzle” (FT, 6/2/15)
• New IPO, Private IPO  and Private Valuation Bubble?:
  • [TOP TEN]“Silicon Valley: Inside the winners’ circle” (FT, 6/29/15)
  • “Match IPO: all spark, no flame” (WSJ, 6/26/15)
  • “Diller’s IAC sets up Match with IPO plans” (WSJ, 6/26/15)
  • “Uber’s total funding nears $10 billion” (FT, 6/23/15)
  • “Equity crowdfunding lets start-ups sell shares to average Joe or Jane” (LAT, 6/20/15)
  • “Fitbit flexes its muscle in stock debut” (LAT, 6/19/15)
  • “Fitbit shares surge 48%, suggesting investors’ confidence matches the company’s” (NYT, 6/19/15)
  • “Snapdeal could gain $5 billion valuation” (WSJ, 6/17/15)
  • “The $50 billion question: can Uber deliver?” (WSJ, 6/16/15)
  • “Goldman $1bn fund to target private growth” (FT, 6/11/15)
  • “Snapchat in high spirits as it targets marketers” (FT, 6/11/15)
  • “I.P.O. filing by  Sunguard after 10 years” (NYT, 6/5/15)
  • “Alibaba pictures to raise $1.6 billion” (LAT, 6/5/15)
  • “Worldpay eyes £6bn valuation in IPO to tap demand for online payments” (FT, 6/5/15)
  • [TOP TEN]“Private share trading takes off as tech companies shun IPOs‘” (FT, 6/3/15)
  • [TOP TEN]“Testing Silicon Valley’s greater-fool theory” (WSJ, 6/3/15)
  • “Fitbit looking to raise more than $350 million in IPO” (LAT, 6/3/15)
  • “Fitbit seeks to raise $478 million from flotation” (FT, 6/3/15)
  • “Toys ‘R’ Us taps IPO veteran with little retail experience” (WSJ, 6/3/15)
• Puerto Rico Debt Crisis:
  • “Puerto Rico debt crisis draws a split US reply” (NYT, 6/30/15)
  • “Puerto Rico seeks relief from creditors” (WSJ, 6/30/15)
  • “Profligate Puerto Rico on the brink” (WSJ, 6/30/15)
  • “In Puerto Rico, debt is called ‘not payable’” (NYT, 6/29/15)
  • “Puerto Rico has no easy path out of its latest debt crisis” (WSJ, 6/29/15)
  • “Things get hotter in Puerto Rico debt talks” (WSJ, 6/2/15)
• Volatility Crisis?:[TOP TEN] “The latest bond panic” (WSJ, 6/5/15)

May 2015

• Asset Bubbles?:
  • “Global art free-for-all sends prices soaring” (WSJ, 5/15/15)
  • “The Federal Reserve asset bubble machine” (WSJ, 5/12/15)
• Bitcoin:
  • “Rules Released for Bitcoin Businesses” (NYT, 5/4/15)
  • “Digital currencies: a gold standard for Bitcoin” (FT, 5/16/15)
  • “A bitcoin technology gets Nasdaq test” (WSJ, 5/11/15)
  • “ItBit Bitcoin exchange gets banking license in New York, a first in US” (NYT, 5/8/15)
  • “Goldman Sachs invests in bitcoin start-up Circle Internet Financial” (LAT, 5/1/15)
• China Debt Bubble:
  • “Bond sale is first step in long march” (WSJ, 5/19/15)
  • “April’s figures offer small signs of hope for the housing market in China” (NYT, 5/19/15)
  • “China orders banks to keep lending to insolvent provincial projects” (FT, 5/16/15)
• China Deflation and Economic Crisis?:
  • “China central bank aims to steer credit to small firms” (WSJ, 5/12/15)
  • “China cuts 2 benchmark interest rates, aiming to lift a weakening economy” (NYT, 5/11/15)
  • “China rethinks the safety net for its banking system” (NYT, 5/1/15)
• China and Hong Kong Stock Bubble?:
  • “Are stocks in China still too hot to handle?” (WSJ, 5/31/15)
  • “Hong Kong confirms Hanergy probe” (WSJ, 5/29/15)
  • “Hong Kong regulator confirms Hanergy probe” (FT, 5/29/15)
  • “Founder Li bought extra Hanergy stock on crash day” (FT, 5/28/15)
  • “Funds dragged in Goldin Hanergy wake” (FT, 5/27/15)
  • “Hong Kong turmoil as new sell-off wipes $16 billion from Goldin’s value” (FT, 5/22/15)
  • “Hong Kong: gamble with care” (FT, 5/22/15)
  • “China rally is powering gains for government” (WSJ, 5/19/15)
  • “What spurred Shanghai’s selloff” (Barron’s, 5/18/15)
  • “China’s stock market boom won’t erase bad debts” (WSJ, 5/13/15)
  • “China bull run sparks scramble for quotas” (FT, 5/13/15)
  • “Chinese shares look decidedly frothy” (FT, 5/12/15)
  • “Brokers vie to hire China-savvy analysts” (FT, 5/12/15)
  • “China tech stock frenzy enters new domain” (FT, 5/12/15)
  • “How China groups morph into tech businesses” (FT, 5/11/15)
  • “Investors shrug off fears of China equities bubble” (FT, 5/4/15)
  • “China stocks high, but history shows they can go higher” (FT, 5/2/15)
• China Property Bubble: “China property: pole position” (FT, 5/5/15)
• Emerging Markets Economic Crisis (China, Russia, Brazil): “Mistakes in Russia, Brazil show how inflation can arise” (WSJ, 5/4/15)
• European Deflation and a New Economic Crisis?:
  • “Oil and bond yields upend the deflaton trade” (FT, 5/9/15)
  • “Inflation expectations spur bond sell-off” (FT, 5/7/15)
• Greek Economic Crisis?:
  • “US asks Europe to solve Greek debt crisis quickly” (NYT, 5/28/15)
  • “Greek businesses stoical in face of uncertainty” (FT, 5/28/15)
  • “Greece and Germany play down talk of Athens default” (FT, 5/27/15)
  • “Greece, creditors struggle for elusive deal” (WSJ, 5/23/15)
  • [TOP TEN]“A finance minister fir for a Greek tragedy?” (NYT, 5/21/15)
  • “Athens staggers closer to the financial precipice” (FT, 5/19/15)
  • “Greek leader rules out new austerity for Greece” (NYT, 5/16/15)
  • “Greece’s outspoken finance minister says the ECB’s chief fears Germany” (NYT, 5/15/15)
  • “Greece, facing long-term debt trouble, sprints to apply short-term patches” (NYT, 5/13/15)
  • “Greece pays one bill, but future is murky” (NYT, 5/12/15)
  • “2 creditors loom big in Greek debt talks” (NYT, 5/11/15)
  • “Eurozone ministers to meet again on Greek debt” (NYT, 5/11/15)
  • “An accidental default should not lead to Grexit” (FT, 5/11/15)
  • “Greece bailout talks near ‘drop dead’ moment” (FT, 5/8/15)
  • “Inaction by Greeks tests patience of rescuers from the Central Bank” (NYT, 5/7/15)
  • “IMF takes hard line on aid as Greek surplus turns to deficit” (FT, 5/5/15)
  • “Greece finance minister runs short of friends at highest level” (FT, 5/5/15)
  • “Grexit may be the best end for a bad marriage” (FT, 5/5/15)
  • “Trading in Greek government bonds slows to a trickle” (WSJ, 5/4/15)
  • “Greece faces deeper chasm, five years on” (WSJ, 5/2/15)
• India Debt Bubble and Economic Crisis?: “Debt pile muddies India’s buildup” (WSJ, 5/5/15)
• Japan Deflation and Economic Crisis?:
  • “Japan brokers warn of ‘disappointment trade’” (FT, 5/29/15)
  • “BOJ accounts reveal anxiety over effect of QE exit” (FT, 5/28/15)
• Liquidity:
  • “Bund futures traders query level of liquidity” (FT, 5/28/15)
  • [TOP TEN]“Why liquidity-starved markets fear the worst” (WSJ, 5/21/15)
  • “Central banks make waves for investors on liquidity risk” (WSJ, 5/21/15)
  • “Regulators see risks in the rise of machines” (WSJ, 5/20/15)
  • “Junk bonds remain calm” (FT, 5/19/15)
  • “Financial chiefs urge action as instability fears rise” (FT, 5/19/15)
  • “Bond swoon points to liquidity risk” (Barron’s, 5/18/15)
  • “Looking for a Goldilocks taper tantrum” (FT, 5/16/15)
  • “Have bonds reached a tipping point” (FT, 5/16/15)
  • “Mooted clearing of options on credit indices raises concern” (FT, 5/13/15)
  • [TOP TEN]“Investors stung by eurozone bond volatility” (FT, 5/8/15)
  • “German bonds roil markets” (WSJ, 5/8/15)
  • “Bond sell-off reveals market’s new equilibrium” (FT, 5/8/15)
  • “Bond market fireworks flash warning signals” (FT, 5/7/15)
  • “German bond rout a timely risk reminder” (WSJ, 5/7/15)
  • [TOP TEN]“Bankers and regulators voice fears on bond market volatility” (NYT, 5/6/15)
  • “‘Flash crash’ overhaul is snarled in red tape” (WSJ, 5/6/15)
  • “Anxiety grows over government bonds” (FT, 5/4/15)
  • [TOP TEN]“Healthy liquidity diet needed to survive further financial shocks” (FT, 5/1/15)

• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Chipmakers agree biggest tech deal since dotcom boom” (FT, 5/29/15)
  • “‘Numbers guy’ scores top chip deal” (WSJ, 5/29/15)
  • “Avago takeover of Broadcom would let sellers defer tax” (WSJ, 5/29/15)
  • [TOP TEN]“Snapchat CEO is seeking an IPO” (LAT, 5/28/15)
  • “European biotech firms head to Wall Street” (WSJ, 5/28/15)
  • “Uber gets a big win in Nevada” (LAT, 5/28/15)
  • “Scott McNealy is back– as startup CEO” (WSJ, 5/22/15)
  • “Yahoo’s shares take hit on Alibaba spinoff fears” (WSJ, 5/20/15)
  • “Blowing the froth off big tech earnings” (WSJ, 5/20/15)
  • “New on Snapchat, music videos” (NYT, 5/19/15)
  • “Alibaba opens new front in war on fake goods” (FT, 5/19/15)
  • “Alibaba sued over alleged counterfeits” (WSJ, 5/18/15)
  • “$180 million for AOL boss” (WSJ, 5/14/15)
  • “Technology behind advertising is at the heart of Verizon’s deal for AOL” (NYT, 5/14/15)
  • “Emboldened Verizon entering new battle” (NYT, 5/14/15)
  • [TOP TEN]“AOL, a digital pioneer, with another chance to reshape itself” (NYT, 5/13/15)
  • “Betting on the future, Verizon dials up AOL” (WSJ, 5/13/15)
  • “Why AOL matters again” (WSJ, 5/13/15)
  • “AOL’s video ads take starring role for Verizon” (FT, 5/13/15)
  • “AOL chief’s pivot to ad tech pays dividends” (WSJ, 5/13/15)
  • “Verizon bets on video ads in $4 billion deal for AOL” (NYT, 5/13/15)
  • “Verizon looks to AOL for content boost” (LAT, 5/13/15)
  • “Facebook ready to test news project” (NYT, 5/13/15
  • “Hotels view Airbnb as hardly a threat, for now” (NYT, 5/12/15)
  • “GSK chief warns of bad medicine in pharma M&A” (FT, 5/12/15)
  • “International experience strengthens new Alibaba chief’s hand” (WSJ, 5/11/15)
  • “Alibaba buys stake in US e-commerce site Zulily” (WSJ, 5/11/15)
  • “Spotify revenue rises in 2014, but still in red on heavy investments” (WSJ, 5/11/15)
  • “Spotify’s revenue is growing, bu so are its losses” (NYT, 5/9/15)
  • “Alibaba strives to think younger” (WSJ, 5/8/15)
  • “Alibaba names new chief, seeking vigor of those ‘born in the ’70s’” (NYT, 5/8/15)
  • “Yelp seeks buyer amid slow growth, rising costs” (WSJ, 5/8/15)
  • “Alibaba’s new CEO has a mountain to climb” (WSJ, 5/8/15)
  • “Zynga is trimming its staff and its game ambitions” (NYT, 5/7/15)
  • “Social media: brutal month” (FT, 5/6/15)
  • “Sprinkling a little celebrity stardust on Silicon Valley” (NYT, 5/6/15)
  • “Secret’s doomed script” (NYT, 5/5/15)
  • “With big names and money flowing in, tech start-ups in India heat up” (NYT, 5/5/15)
  • [TOP TEN]“Twitter, Yelp, LinkedIn implode as disappointed investors flee” (Barron’s, 5/4/15)
  • “Campaign coverage via Snapchat could shake-up the 2016 elections” (NYT, 5/4/15)
  • “Overreaching for the stars of Silicon Valley” (NYT, 5/3/15)
  • “Uber hit by China raid as police target taxi sector” (FT, 5/2/15)
  • “Advertising revenues at LinkedIn and Twitter fall prey to the internet’s biggest beasts” (FT, 5/2/15)
  • “Markets should stay far from the madding cloud” (FT, 5/2/15)
  • “LinkedIn slashes outlook; stock dives” (WSJ, 5/1/15)
  • “The problem with Twitter ads” (WSJ, 5/1/15)
  • “After 52 deals, Yahoo risks a brain drain” (WSJ, 5/1/15)
  • “Social media punished as results fall short” (NYT, 5/1/15)
• New Housing Bubble?:
  • “Where prices are high and air is thin” (WSJ, 5/13/15)
  • “Home prices start to heat up” (WSJ, 5/12/15)
• New IPO, Private IPO  and Private Valuation Bubble?:
  • [TOP TEN]“Snapchat raises another $500 million from investors” (WSJ, 5/30/15)
  • “China’s homegrown tech IPOs” (WSJ, 5/29/15)
  • “Tech investors see the froth, but none dare call it a bubble” (NYT, 5/23/15)
  • “Uber battles locals for future of African taxis” (WSJ, 5/19/15)
  • “Uber tests fee that takes higher share of fares” (WSJ, 5/19/15)
  • “A cautionary tale about hot pre-IPOs” (Barron’s, 5/18/15)
  • “Joining other fund-raisers, Carl Icahn invests $100 million in Lyft” (NYT, 5/16/15)
  • “Lyft gets $100-million endorsement from Carl Icahn” (LAT, 5/16/15)
  • “Snapchat’s Evan Spiegel tells USC grads to ‘voice your dissent’” (LAT, 5/16/15)
  • “SunGard listing shows buyout companies scraping bottom of the barrel” (FT, 5/13/15)
  • [TOP TEN]“Uber funding talks highlight the speedy pace of investment” (NYT, 5/11/15)
  • “Betting on a bright future for wearable devices, Fitbit files to go public” (NYT, 5/8/15)
  • “Zenefits valuation balloons to $4.5 billion” (WSJ, 5/7/15)
  • “Investor boost for US tech start-ups” (FT, 5/7/15)
  • “Buyout-era pioneer SunGard readies IPO” (WSJ, 5/6/15)
  • “Spotify’s value assumes full stream ahead” (WSJ, 5/4/15)
  • “China’s IPO froth bubbles over” (FT, 5/1/15)
• Puerto Rico Debt Crisis:
  • “Puerto Rico debt calculus grows more complex” (FT, 5/29/15)
  • “Old troubles re-emerge in insuring Puerto Rico” (WSJ, 5/11/15)
  • “Hedge funds seek plan B for Puerto Rico’s debt” (FT, 5/7/15)
  • “Puerto Rico’s debt-relief gambit” (WSJ, 5/4/15)
• Subprime Car Loans: “Good times still rolling in murky depths of subprime care credit” (FT, 5/30/15)
• Tech ‘Unicorns/Decacorns’ and New Bubble?:
  • “Tech groups valued at $1bn are risky business for small investors” (FT, 5/15/15)
  • [TOP TEN]“Main Street portfolios are investing in unicorns” (NYT, 5/12/15)
• Ukraine Economic Crisis?: “Ukraine minister says ‘all options’ on the table for debt” (FT, 5/16/15)

April 2015

• Bitcoin:
  • “Bitcoin takes hold in Latin America” (WSJ, 4/22/15)
  • “MtGox ‘lost coins’ long before crash” (FT, 4/20/15)
  • “Brother, can you spare a bitcoin?” (WSJ, 4/13/15)
• China Deflation and Economic Crisis?:
  • [TOP TEN]“Beijing eyes push to boost credit as fears rise of regional debt crisis” (FT, 4/29/15)
  • “Easing up on debt in China” (WSJ, 4/29/15)
  • “China’s currency move is sign of larger struggle in Yuan” (WSJ, 4/27/15)
  • “Experts weigh clues to Chinese growth puzzle” (WSJ, 4/27/15)
  • “Chinese state-owned company defaults on its domestic bonds” (NYT, 4/22/15)
  • “China’s rise in reported bad debt is a sign of greater transparency” (FT, 4/22/15)
  • “A veteran of the crisis tells China to be wary” (NYT, 4/21/15)
  • “Concern rises over slowdown in China” (FT, 4/15/15)
  • “Chinese debt defaults head into cloud” (NYT, 4/8/15)
  • “China to insure deposits” (WSJ, 4/1/15)
• China and Hong Kong Stock Bubble?:
  • “Temptation to follow herd into China stocks should be resisted” (FT, 4/30/15)
  • “Sharks circle on China’s stock market” (FT, 4/21/15)
  • “China relaxes bank cash rules to kick-start slowing economy” (FT, 4/20/15)
  • “Buy Chinese stocks: this rally has long legs” (Barron’s, 4/20/15)
  • “China’s central bank kicks it up a notch” (WSJ, 4/20/15)
  • “In effort to stimulate economy, China frees up $200 billion for lending” (NYT, 4/20/15)
  • “Beijing hoists red flag on its stocks” (WSJ, 4/18/15)
  • [TOP TEN]“Hong Kong becomes world’s largest exchanges operator” (FT, 4/14/15)
  • “EM stocks extend their winning streak” (FT, 4/14/15)
  • “Disappointment inevitable for those buying into Chinese froth” (FT, 4/14/15)
  • [TOP TEN]“China investors: stock market fever” (FT, 4/11/15)
• China Shadow Banking: “Chinese shadow banking slows as People’s Bank eases“ (FT, 4/15/15)
• Emerging Markets Economic Crisis (China, Russia, Brazil):
  • “Mistakes in Russia, Brazil show how inflation can arise” (WSJ, 5/4/15)
  • “Investors grow wary of emerging market debt” (WSJ, 4/20/15)
  • “Monetary fund warns that emerging nations could hinder world growth” (NYT, 4/15/15)
  • “Stuttering emerging markets add to growth fears” (FT, 4/10/15)
  • [TOP TEN]“The great unraveling” (FT, 4/2/15)
• European Deflation and a New Economic Crisis?:
  • “Get paid to borrow money (risks and limits apply)” (NYT, 4/24/15)
  • “How low rates are backfiring” (Barron’s, 4/20/15)
  • “Trend towards low yields shows no sign of slowing down” (FT, 4/15/15)
  • “German 10-year bond yields heading below zero” (FT, 4/13/15)
  • “Turning of emerging markets tide leave fund managers vulnerable” (FT, 4/13/15)
  • “European stocks reach a 15-year high” (FT, 4/11/15)
  • [TOP TEN]“Switzerland becomes first to sell 10-year debt at negative yield” (FT, 4/9/15)
  • “BoJ maintains monetary policy despite missing inflation target” (FT, 4/9/15)
  • “Some unconventional therapy from central banks in Scandinavia” (FT, 4/9/15)
  • “A history of inflation– and a future of deflation” (FT, 4/7/15)
  • “A decent pop from Draghi,but deflation threats remain” (FT, 4/2/15)
  • “Eurozone deflation eases as asset purchases take effect” (FT, 4/1/15)
• Greek Economic Crisis?:
  • “Outspoken Varoufakis sidelined as investors welcome Athens shake-up” (FT, 4/28/15)
  • “Greece casts shadow over eurozone bonds” (FT, 4/28/15)
  • “Uncertainty over impact of a default by Greece” (NYT, 4/28/15)
  • “Eurozone officials’ frustration with the Greek leadership is boiling over” (NYT, 4/25/15)
  • “Why Greek contagion could yet act as a global tipping point” (FT, 4/24/15)
  • “As cash dwindles, Greece negotiates with Gazprom on ‘energy cooperation’” (NYT, 4/22/15)
  • “European Central Bank squeezes Greek banks by limiting access to loans” (NYT, 4/22/15)
  • “Mythology that blocks progress in Greece” (FT, 4/22/15)
  • “On Greece, Europe bluffs itself” (WSJ, 4/22/15)
  • “Athens market’s pain is largely contained” (WSJ, 4/22/15)
  • “Greece’s gloomy future is Ireland’s unlamented past” (FT, 4/21/15)
  • “How to deal with a problem child like Greece” (FT, 4/20/15)
  • “Greek default necessary but Grexit is not” (FT, 4/20/15)
  • “IMF chief encourages Greece to bring reforms to ‘fruition’” (FT, 4/20/15)
  • “Deadlines near, Greece keeps players guessing about its end game” (NYT, 4/20/15)
  • “Markets lose their footing across globe” (WSJ, 4/18/15)
  • “Officials warn Greece time is tight” (WSJ, 4/18/15)
  • “Greece creditors grim on prospects of deal” (WSJ, 4/17/15)
  • “Don’t blame Germany for Greece’s profligacy” (WSJ, 4/17/15)
  • “German finance minster signals no cash deal for Greece at crucial meeting” (FT, 4/16/15)
  • “Do not bank on Greek premier ditching his Syriza diehards” (FT, 4/15/15)
  • “Greece prepares debt default options” (FT, 4/14/15)
  • “Athens repays €450m debt, pushing bond yields lower” (FT, 4/10/15)
  • “Reassurances as Greece revives ties with Russia” (FT, 4/9/15)
  • “Greece poised to run out of cash without reforms” (FT, 4/8/15)
  • “Spectre of Grexit returns as repayment looms” (FT, 4/8/15)
  • “Greece should be wary of Mr. Putin” (NYT, 4/7/15)
  • “Greece is falling short of a final debt deal” (FT, 4/7/15)
  • “Greek debt pledge fuels growth fears” (WSJ, 4/7/15)
  • “Greece and IMF hold talks on debt payment” (NYT, 4/6/15)
  • “Greece faces pain of cash deprivation” (WSJ, 4/2/15)
  • “Athens offers more reforms to unlock eurozone’s €7.2bn bailout” (FT, 4/2/15)
• Japan Deflation and Economic Crisis?:
  • “Japan’s debt financing leaves it vulnerable to rising interest rates” (FT, 4/29/15)
  • “Abenomics has failed due to lack of Japanese economic innovation” (FT, 4/8/15)
• Junk Bonds Bubble?:
  • “Challenging times await US junk bonds” (FT, 4/16/15)
  • “European QE redraws junk bond frontier” (FT, 4/14/15)
  • “Asia’s junk bonds lure global buyers” (WSJ, 4/11/15)
  • “EU corporate borrowing costs below 1%” (FT, 4/8/15)
  • “Energy junk bonds find support” (FT, 4/8/15)
  • “Teetering on junk, Petrobras intrigues” (WSJ, 4/3/15)
• Liquidity:
  • “Oil funds sound a warning” (WSJ, 4/27/15)
  • “Liquidity key to emerging market ETFs“ (FT, 4/21/15)
  • “Rising assets push BlackRock’s profit up 9%” (NYT, 4/17/15)
  • “QE raises fears of Eurozone liquidity squeeze” (FT, 4/15/15)
  • [TOP TEN]“Questioning bond funds’ seaworthiness” (NYT, 4/12/15)
  • “We know something big is about to happen, but not exactly where or how” (FT, 4/11/15)
  • “Capital rules to inflame next crisis, warns Dimon” (FT, 4/11/15)
  • “Dimon’s timely message about financial fragility” (FT, 4/11/15)
  • “Dimon’s bank rules and liquidity qualms” (FT, 4/10/15)
  • “Exchange traded fund assets approach $3tn” (FT, 4/10/15)
  • “IMF urges stress tests for asset managers” (FT, 4/9/15)
  • “Lending shifts as rules bite” (WSJ, 4/8/15)
  • “Forex fluctuations raise liquidity fear” (FT, 4/8/15)
  • [TOP TEN]“Bond market’s dysfunction complicates Fed rate move” (WSJ, 4/6/15)
  • “The alchemy of ETF liquidity is an illusory promise” (FT, 4/6/15)
  • [TOP TEN]“Pressure in repo market spreads” (WSJ, 4/3/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Stock valuations say little in the short term on timing of trades” (FT, 4/30/15)
  • “Nasdaq faces questions over Twitter release” (FT, 4/30/15)
  • “Twitter glitch blamed on Nasdaq” (FT, 4/30/15)
  • “Alibaba puts freeze on staffing numbers” (FT, 4/30/15)
  • “Brazil court tells Uber to cease and desist — but so far, it hasn’t” (LAT, 4/30/15)
  • “Twitter shares tumble after Nasdaq leaks results early” (WSJ, 4/29/15)
  • “Ad growth disappoints at Twitter; shares fall” (NYT, 4/29/15)
  • “A CNN reporter is moving to Snapchat” (NYT, 4/28/15)
  • “Dr. Koop’s website was tech-bubble poster boy” (WSJ, 4/27/15)
  • “Bull market may have some kick left” (WSJ, 4/27/15)
  • “The bubble’s lesson: don’t get taken for a bath” (WSJ, 4/24/15)
  • “Ex-tech guru no longer living in a bubble” (WSJ, 4/24/15)
  • “Internet cheerleaders of the past take field again” (WSJ, 4/24/15)
  • “Tech stocks again fuel rise” (WSJ, 4/24/15)
  • “Facebook’s high price for success” (WSJ, 4/23/15)
  • “At Facebook, big growth and bigger spending” (WSJ, 4/23/15)
  • “Startup goal: $20 billion volume by ’20” (WSJ, 4/23/15)
  • “Tech firms discover web isn’t world-wide” (WSJ, 4/22/15)
  • “Regulating technology’s present will help to fashion its future” (FT, 4/16/15)
  • “Europe still beckons for US tech firms” (WSJ, 4/15/15)
  • “China’s tech giants spawn startups” (WSJ, 4/15/15)
  • [TOP TEN]“Making sense of the science” (FT, 4/14/15)
  • “Amazon to bring cloud service out of shadows” (FT, 4/14/15)
  • “Coachella story on SnapChat garnered over 40 million views, CEO tweets” (LAT, 4/14/15)
  • “Reviving the flagging spirit of Silicon Valley” (WSJ, 4/11/15)
  • “Stocks rise from the East to West” (WSJ, 4/10/15)
  • “Europe can earns its popularity” (WSJ, 4/10/15)
  • “LinkedIn and Lynda.com unite in $1.5 billion deal” (NYT, 4/10/15)
  • “With stock below $3, Zynga founder tries again as CEO” (WSJ, 4/9/15)
  • “Alibaba film plan proves box-office hit with investors” (FT, 4/9/15)
  • “Alibaba to bolster motion picture arm” (WSJ, 4/9/15)
  • “Pincus returns to Zynga as CEO” (LAT, 4/9/15)
  • “Zynga again has founder at the helm” (NYT, 4/9/15)
  • “New incubator raises $48 million” (LAT, 4/8/15)
  • “Facebook unveils plans for office space” (LAT, 4/8/15)
  • “Flipkart expects a profit within two years” (WSJ, 4/6/15)
  • “Airbnb cutting ties with hosts in LA” (LAT, 4/4/15)
  • “A new inside track to hot startups” (WSJ, 4/3/15)
  • “A new cancer drug, made in China” (WSJ, 4/3/15)
  • “Chinese food giant explores deals in US” (WSJ, 4/3/15)
  • “The bankers are coming” (NYT, 4/2/15)
  • “Venture firms flock to Indian startups” (WSJ, 4/2/15)
  • “Startups offer unusual reward for investing” (WSJ, 4/2/15)
  • “Ford’s unusually unswerving path” (WSJ, 4/2/15)
• New Global Property Bubble?: “Aggressive pricing raises property bubble fears” (FT, 4/16/15)
  
• New Housing Bubble?:
  • “Nearing peak, US home price gains to slow” (Barron’s, 4/20/15)
• New IPO, Private IPO  and Private Valuation Bubble?:
  • “Rich, but not Silicon Valley rich” (WSJ, 4/24/15)
  • “Is Virtu its own reward?” (Barron’s, 4/20/15)
  • “Three stocks party in their debuts‘ (WSJ, 4/17/15)
  • “Etsy’s IPO tests pledge to do good” (NYT, 4/17/15)
  • “Virtu IPO offers up a taste for speed” (WSJ, 4/16/15)
  • “3 big IPOs could end slow start for ’15 debuts” (NYT, 4/16/15)
  • “Etsy vendors to get a price for IPO” (WSJ, 4/14/15)
  • “US listings scene regroups after slow start” (FT, 4/10/15)
  • “Brooklyn-based Etsy gets crafty with IPO” (WSJ, 4/10/15)
  • “Virtu seeks $2.6bn valuation from listing” (FT, 4/7/15)
  • “Speed trader Virtu floats IPO plans again” (WSJ, 4/7/15)
  • “A chill in the IPO market” (Barron’s, 4/6/15)
  • “IPO legislation creates jobs, but how many?” (WSJ, 4/3/15)
  • “Nasdaq’s nursery for new ventures” (NYT, 4/2/15)
  • “GoDaddy climbs 31% in New York debut” (FT, 4/2/15)
  • “GoDaddy shares up 31% in IPO” (LAT, 4/2/15)
  • “GoDaddy: stop, daddy” (FT, 4/2/15)
  • “Web bad boy GoDaddy cleans up ads for IPO” (WSJ, 4/1/15)
  • “GoDaddy said to price IPO above expectations” (NYT, 4/1/15)
• Puerto Rico Debt Crisis:
  • “Island trips for treasury” (NYT, 4/14/15)
  • “Puerto Rico investors enlist ex-IMF officials” (WSJ, 4/13/15)
• “Search for Yield” and Asset Bubbles:
  • “BlackRock’s Fink: beware yield chase” (WSJ, 4/17/15)
  • “BlackRock chief Larry Fink warns on strong US dollar” (FT, 4/7/15)
• Shadow Credit and Shadow Banking:
  • “Hidden dangers that banking regulators cannot understand” (FT, 4/21/15)
  • “Volcker urges UK-style regulator reforms” (FT, 4/21/15)
  • [TOP TEN]“Post-crisis financial-system risk casts a darkening shadow” (WSJ, 4/9/15)
• Tech ‘Unicorns/Decacorns’ and New Bubble?:
  • “Spotify valued at $8.4 billion” (WSJ, 4/11/15)
  • “Drone maker hits $10 billion valuation” (WSJ, 4/15/15)
  • [TOP TEN]“Post-PayPal and still disrupting” (NYT, 4/2/15)
  •  [TOP TEN]“The rise of the ‘unicorns’” (NYT, 4/2/15)
• Ukraine Economic Crisis?:
  • “The real threat lies in Ukraine rather than Greece” (FT, 4/27/15)
  • “Conflict in Ukraine leads to corporate credit crunch” (FT, 4/8/15)

March 2015

• Bitcoin:
  • “Agents are charged in Bitcoin capers” (WSJ, 3/31/15)
  • “U.S. agents accused of bitcoin theft” (LAT, 3/31/15)
  • “Former JPMorgan commodities chief Masters tapped to head bitcoin start-up” (FT, 3/11/15)
  • “Noted names put cash in Bitcoin startup 21 Inc.” (WSJ, 3/11/15)
  • “Boom of bust for Bitcoin” (FT, 3/7/15)
  • “US auction suggests lingering interest in Bitcoin” (NYT, 3/6/15)
  • “Data security is becoming the sparkle in Bitcoin” (NYT, 3/2/15)
  • “Do cryptocurrencies such as Bitcoin have a future?” (WSJ, 3/2/15)
• China Deflation and Economic Crisis?:
  • “Bulls are running in China’s market” (WSJ, 3/28/15)
  • “With friends like these” (FT, 3/18/15)
  • “Beijing plans more action to spur growth” (WSJ, 3/16/15)
  • “The contradiction at the heart of China’s lower growth target” (FT, 3/13/15)
  • “Asian nations rush to lower interest rates, but maybe not fast enough” (NYT, 3/13/15)
  • “An upside-down economy” (NYT, 3/12/15)
  • “China lowers growth target” (WSJ, 3/5/15)
  • “China cuts interest rates as fears rise over deflation and showdown” (FT, 3/2/15)
  • “China central bank takes easy way out“ (WSJ, 3/2/15)
• Cyprus Bank Crisis Aftermath: “A fragile recovery” (NYT, 3/17/15)
• “Dark Pools”: “Citadel unit to close its Apogee ‘dark pool’” (WSJ, 3/28/15)
• Enron, Lehman and Investments in 401(k) Plans: “The scariest stock to put in the 401(k)” (NYT, 3/21/15)
• European Deflation and a New Economic Crisis?:
  • “Eurozone pulls back from the brink” (FT, 3/31/15)
  • “Euro’s fall and QE do little to inflation rates” (FT, 3/25/15)
  • “Eurozone jobless outlook points up fears of persistent stagnation” (FT, 3/24/15)
  • “Torrent of cash exits the Eurozone” (WSJ, 3/23/15)
  • “Ireland joins the negative yield club” (FT, 3/20/15)
  • “Sweden, Denmark navigate negative rates” (WSJ, 3/19/15)
  • “Sweden’s central bank cuts interest rate again, to minus 0.25%” (NYT, 3/19/15)
  • “Deflation and the price of money” (FT, 3/19/15)
  • “Eurozone hawks voice fears over dangers of QE” (FT, 3/13/15)
  • “Weaker Euro ripples around the world” (WSJ, 3/13/15)
  • “Euro plunge picking up pace” (WSJ, 3/13/15)
  • “Europe needs pro-growth policies, not stagnation sympathy” (WSJ, 3/12/15)
  • “Bankers’ appetite to buy raises risk of losses” (FT, 3/11/15)
  • “Fears of damaging deflationary spiral subside” (FT, 3/9/15)
  • “Draghi’s positive growth outlook gives heart to European stocks” (FT, 3/6/15)
  • “Bond-buying to begin, European bank chief predicts rosy effects” (NYT, 3/6/15)
  • “Europe stimulus sparks bond blitz” (WSJ, 3/5/15)
  • “Negative rate limbo: how low can they go?” (WSJ, 3/5/15)
• Facebook Ads in China: “Facebook woos Chinese ads” (WSJ, 3/31/15)
• Greek Economic Crisis?:
  • “Facing crisis, Greek plan Russia talks” (WSJ, 3/31/15)
  • “Asset purchases banish worst fears about ‘Grexit’” (FT, 3/30/15)
  • “In bailout saga, Greece’s fate is in its own hands” (WSJ, 3/30/15)
  • “Greek hopes dashed over disputed funds” (FT, 3/26/15)
  • “Missteps and miscalculations that could cost Greece the euro” (FT, 3/26/15)
  • “Greeks investigate statistics chief over deficit figure” (WSJ, 3/23/15)
  • “In Greece, Syriza struggles to deliver promises as money runs out” (NYT, 3/23/15)
  • “Greek bailout summit ends in disarray” (FT, 3/21/15)
  • “Greek lenders face Athens debt-buying ban” (FT, 3/20/15)
  • “Warnings raised of a Greek euro exit as a war of words escalates” (NYT, 3/19/15)
  • “Greece’s talks with its creditors hit snags” (WSJ, 3/19/15)
  • “Greek exit from the euro is not a risk worth taking” (FT, 3/18/15)
  • “All we ask is that Europe give Greece a chance” (FT, 3/18/15)
  • “Greek exit is no threat to single currency, says Belgium” (FT, 3/17/15)
  • “Tsipras rhetoric and tactics have echoes of older Greek drama” (FT, 3/13/15)
  • “Syriza presses social security funds for cash” (FT, 3/11/15)
  • “Greece’s tense talks with its creditors escalate to the next phase” (NYT, 3/10/15)
  • “In Greece, desperate times and offbeat measures” (NYT, 3/9/15)
  • “Lack of cash means time for a reasoned panic about Greek government bonds” (FT, 3/7/15)
  • “Greece enters new stand-off with lenders” (FT, 3/7/15)
  • “Talks start on third Greek rescue worth up to €50bn, says Spain” (FT, 3/5/15)
  • “Greece faces cash squeeze as debt is due” (WSJ, 3/3/15)
  • “Greek saga masks recovery” (WSJ, 3/2/15)
  • “Greece warned to begin reforms as cash crunch heightens need for bailout funds” (FT, 3/2/15)
  • “Greece debt crisis: Athens clears one hurdle…and faces more” (FT, 3/2/15)
  • “How eurogroup chief sealed the deal with Greece” (FT, 3/2/15)
• Japan Deflation and Economic Crisis?:
  • “Japan’s recovery is complicated by a decline in household savings” (NYT, 3/20/15)
  • “Bank of Japan chief warns that deflation may return” (NYT, 3/18/15)
  • “BOJ concedes potential for prices to fall later this year” (FT, 3/18/15)
• Junk Bonds Bubble?:
  • “Investors feast on companies’ bonds” (WSJ, 3/26/15)
  • “High-yield debt stays ahead of the skeptics” (FT, 3/19/15)
• Liquidity:
  • “Time to find out hard way if asset management is systemic risk” (FT, 3/31/15)
  • “Brace for increased volatility” (Barron’s, 3/30/15)
  • [TOP TEN]“Currencies go on wild ride, fueled by Fed” (WSJ, 3/20/15)
  • [TOP TEN]“BIS warns on risks from big fund groups” (FT, 3/19/15)
  • “Bonds get left high and dry” (WSJ, 3/19/15)
  • “Investors shock-test bond portfolios” (FT, 3/16/15)
  • [TOP TEN]“Bonds: How firm a foundation?” (FT, 3/9/15)
  • “Negative interest rates threaten the banking system” (WSJ, 3/6/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Boards join in on CFO picks” (WSJ, 3/31/15)
  • “Snapping up office space” (LAT, 3/31/15)
  • “Stocks revisit last spring’s selloff– with a difference” (WSJ, 3/30/15)
  • “Venturing forth with tycoon’s cash” (WSJ, 3/28/15)
  • [TOP TEN]“How Wall Street middlemen help Silicon Valley employees cash in early” (WSJ, 3/28/15)
  • [TOP TEN]“Wall Street’s finest head for the Valley” (FT, 3/27/15)
  • “YouTube will have to work harder to keep ahead of Facebook” (FT, 3/27/15)
  • [TOP TEN]“Parrying predictions of Facebook’s demise” (NYT, 3/26/15)
  • “Biotech stocks deliver a dose of pain” (WSJ, 3/26/15)
  • [TOP TEN]“Biotech rally fuels bubble worries” (WSJ, 3/25/15)
  • “Google hires Morgan Stanley’s Porat in latest Wall Street migration to tech sector” (FT, 3/25/15)
  • “Google taps Wall Street CFO” (WSJ, 3/25/15)
  • [TOP TEN]“Raise rates or face ‘devastating’ bubbles, says Fed official” (FT, 3/24/15)
  • [TOP TEN]“Bond investors fear liquidity crunch repeat” (FT, 3/24/15)
  • “Federal interest rate lift-off will take the world into unknown territory” (FT, 3/24/15)
  • “Fundamentals matter for view on shares” (FT, 3/24/15)
  • “Chief wins $3.5 bn payday from AbbVie deal amid worries on biotech valuations” (FT, 3/24/15)
  • “Facebook may host new sites’ material” (NYT, 3/24/15)
  • “Big pharma’s unfamiliar biosimilar threat” (WSJ, 3/23/15)
  • “Startup Snapdeal is in fundraising talks” (WSJ, 3/23/15)
  • “Betting on private companies” (Barron’s, 3/23/15)
  • “Nasdaq’s close is highest in 15 years” (WSJ, 3/21/15)
  • “Nasdaq is a different beast in 2015” (FT, 3/20/15)
  • “Uber dealt a setback in Germany” (WSJ, 3/19/15)
  • “Uber sued over safety claims” (LAT, 3/19/15)
  • “Facebook to introduce payments in messages” (NYT, 3/18/15)
  • “A door opens for sales of Alibaba” (WSJ, 3/18/15)
  • [TOP TEN]“Pinterest’s valued at $11 billion after latest funding” (WSJ, 3/17/15)
  • “Uber CFO to step down” (WSJ, 3/17/15)
  • [TOP TEN]“Nasdaq dismisses claims of tech bubble” (FT, 3/17/15)
  • [TOP TEN]“Dotcom history is not yet repeating itself, but it is starting to rhyme” (FT, 3/13/15)
  • “Lyft raises $530 million amid drive to catch up with Uber” (FT, 3/13/15)
  • “Alibaba investment puts Alibaba valuation at $15 billion” (LAT, 3/13/15)
  • “Web-video newcomers undercut YouTube” (WSJ, 3/9/15)
  • “At startups, people are the ‘new infrastructure’” (WSJ, 3/9/15)
  • “Who spewed that abuse? Yik Yak isn’t telling” (NYT, 3/9/15)
  • “Stock bulls run on shaky ground” (WSJ, 3/9/15)
  • “FDA clears ‘biosimilar’ medication, its first time ever” (NYT, 3/7/15)
  • “US clears first copycat biotech drugs, jolting sector” (WSJ, 3/7/15)
  • “Long journeys and keen negotiations sealed AbbVie bid for Pharmacyclics” (FT, 3/7/15)
  • [TOP TEN]“The new tech-stock temptation” (WSJ, 3/7/15)
  • “AbbVie joins the pharma chain reaction” (FT, 3/6/15)
  • “Knife-edge bidding war for $21bn biotech group fuels pharma frenzy” (FT, 3/6/15)
  • [TOP TEN]“Nasdaq changed in its climb to 5000” (NYT, 3/6/15)
  • “Biotech bidding war yields rich price” (WSJ, 3/6/15)
  • “How much is one cancer drug worth?” (WSJ, 3/6/15)
  • “Alibaba opens data center in Silicon Valley” (WSJ, 3/5/15)
  • [TOP TEN] “Nasdaq hits 5,000 for the first time since 2000” (LAT, 3/5/15)
  • [TOP TEN]“For tech’s highfliers, Fab is a cautionary tale” (WSJ, 3/5/15)
  • “Cash rich tech firms drive new land rush” (WSJ, 3/5/15)
  • [TOP TEN]“Nasdaq parties like its 2000, but more sedately” (WSJ, 3/3/15)
  • [TOP TEN]“Nasdaq math: 5000 doesn’t equal 2000” (WSJ, 3/3/15)
  • “Nasdaq closes over 5,000, near 2000 peak” (NYT, 3/3/15)
  • “Inside Alibaba’s sharp-elbowed world” (WSJ, 3/3/15)
• New Economic Crisis?:
  • “Fed to market: no more promises” (WSJ, 3/18/15)
  • “Fed rate rise risks 1937-style market slump, says fund chief” (FT, 3/18/15)
  • “Lagarde forecasts repeat of ‘taper tantrum’” (FT, 3/18/15)
  • “How a rising dollar is creating trouble for emerging economies” (NYT, 3/17/15)
  • “The linguistic forensics of the Fed’s patience” (NYT, 3/13/15)
  • “Inflation’s steep drop suggests rate cuts” (WSJ, 3/5/15)
• New IPO  and Private Technology Valuation Bubble?:
  • “Houlihan Lokey gets ready for an IPO” (WSJ, 3/26/15)
  • [TOP TEN]“European companies opt for late-stage private fundraisings” (FT, 3/24/15)
  • [TOP TEN]“Public investors seek private tech deals” (FT, 3/20/15)
  • “For GoDaddy, IPO to repay debt” (WSJ, 3/20/15)
  • “Hong Kong IPO revival in the pipeline” (FT, 3/17/15)
• Rise of Consulting Business at Accounting Firms: “‘Big Four’ auditors gain ground in consulting as revenues climb” (FT, 3/9/15)
• Russia Economic Crisis?:
  • “Hinterland emerges as microcosm of Russia’s woes” (FT, 3/25/15)
  • “Russia faces long-term balancing act to prop up embattled banks” (FT, 3/19/15)
  • “Slump unsettles Russia” (WSJ, 3/17/15)
  • “Russia’s well for corporate bailouts appears to be running dry” (NYT, 3/10/15)
• Shadow Credit and Shadow Banking: “Shadow-credit rise is good sign” (WSJ, 3/23/15)
• Subprime Auto Lending and Loan Products: “Wells Fargo puts a ceiling on subprime auto loans” (NYT, 3/2/15)
• Tech ‘Unicorns/Decacorns’ and New Bubble?: “The fuzzy, insane math that’s creating so many billion-dollar tech companies” (Bloomberg, 3/18/15)
• Tyco CEO Kozlowski–Post-Prison Interview: [TOP TEN]“Tyco’s ‘piggy’ out of the pen and living small” (NYT, 3/2/15)

February 2015

• Bank Profits Fall: “FDIC data show banks profits falling” (WSJ, 2/25/15)
  
• Brazil  Economic Crisis?: “Brazil experts fear a two-year downturn, first since the 1930s” (WSJ, 2/22/12)
• Bitcoin:“US announces third bitcoin auction” (NYT, 2/19/15)
• China Deflation and Economic Crisis?:
  • [TOP TEN] “How addiction to debt came even to China” (FT, 2/24/15)
  • “Shanghai exchange to open doors to foreign short sellers” (FT, 2/22/15)
  • “Weakness of currency vexes China” (NYT, 2/21/15)
  • “Beijing edict is trouble for bonds” (WSJ, 2/12/15)
  • “China’s deflation symptoms should pass” (WSJ, 2/11/15)
  • “China inflation at five-year low” (WSJ, 2/10/15)
  • “China’s exports drop unexpectedly” (WSJ, 2/9/15)
  • “China moves to free up money in its economy” (NYT, 2/5/15)
  • “China cuts reserve requirement ratio” (WSJ, 2/5/15)
• China Housing Bubble?: “Kaisa makes interest payment before deadline” (WSJ, 2/6/15)
• European Deflation and a New Economic Crisis?:
  • “Europeans are paid to borrow but get a bill for trying to save” (NYT, 2/28/15)
  • “EU corporate pension fund hole grows larger” (FT, 2/27/15)
  • “QE hopes draw investors to negative yields” (FT, 2/27/15)
  • “ECB’s test is to find enough bonds” (WSJ, 2/26/15)
  • “Germany sells five-year debt at negative yield” (FT, 2/26/15)
  • “Threat of deflation increases across Europe” (WSJ, 2/25/15)
  • “Fed lays the ground for end of zero rates” (FT, 2/24/15)
  • “Fed chief Janet Yellen: rate increases draw nearer as economy strengthens” (WSJ, 2/24/15)
  • “Central banks and the peril of playing in subzero conditions” (WSJ, 2/19/15)
  • “Eurozone high yield enjoys its day in the sun” (FT, 2/13/15)
  • “Riksbank takes leap into the unknown with rate cut” (FT, 2/13/15)
  • “Central banks take extreme action to stave off deflation” (FT, 2/13/15)
  • “Sweden imposes negative interest rate and plans bond-buying program” (NYT, 2/13/15)
  • “Life below zero interest must not become the new normal” (FT, 2/6/15)
  • “European Commission upgrades eurozone growth outlook” (FT, 2/5/15)
  • “Dangerous cracks at Europe’s center” (FT, 2/3/15)
• Greek Economic Crisis?:
  • “Lawmakers (just not Greece’s) approve a bailout extension” (NYT, 2/28/15)
  • “In pursuit of Greek tycoons and tax cheats” (NYT, 2/27/15)
  • “What Greece won” (NYT, 2/27/15)
  • “Lagarde shows tough love to Athens” (FT, 2/27/15)
  • “Greek scorn for taxes slows reform” (WSJ, 2/26/15)
  • “Doubts shadow Greek bailout” (WSJ. 2/25/15)
  • “Four months to get it right on Greece” (NYT 2/25/15)
  • “In Greek crisis, rare moment of consensus” (NYT, 2/25/15)
  • “Eurozone approves Greek reform proposal” (FT, 2/24/15)
  • “Greece delays submittal of its overhaul plans” (NYT, 2/24/15)
  • “Greek deal cannot fix the euro’s flaws” (FT, 2/24/15)
  • “Greek bailout extension approved by eurozone finance ministers” (WSJ, 2/24/15)
  • “Athens lacks wiggle room as wrangling rumbles on” (FT, 2/23/15)
  • “A scrappy deal to keep Greece from the wolves” (FT, 2/23/15)
  • “The skirmish is over — let the Greek debt battle begin” (FT, 2/23/15)
  • “Relief over Greek extension is tempered by concern for future” (FT, 2/22/15)
  • “Greek debt vastly overstated, investor tells the world” (NYT, 2/21/15)
  • “Longer lifeline on Greek aid, with caveats” (NYT, 2/21/15)
  • “Greeks are stashing their cash, just in case” (WSJ, 2/21/15)
  • “Deal delays day of reckoning” (WSJ, 2/21/15)
  • “Greece’s many dates with destiny to come” (WSJ, 2/21/15)
  • “Greek troubles cause barekly a ripple” (WSJ, 2/20/15)
  • “Standoff over loans boads ill for Greece” (NYT, 2/20/15)
  • “A question of desire: will Greece pay debts?” (WSJ, 2/20/15)
  • “Athens and Berlin trade barbs as deadline for deal looms” (WSJ, 2/19/15)
  • “Eurozone to weigh Athens bailout demand” (FT, 2/19/15)
  • “ECB could be power broker in solving Greek debt crisis” (NYT, 2/19/15)
  • “Greece to propose extension of European Union bailout program” (NYT, 2/19/15)
  • “Keeping Greece in the euro is about far more than money” (FT, 2/19/15)
  • “Bankers cross fingers for political accord” (FT, 2/19/15)
  • “A possible day of reckoning, again, for Greece and Europe” (NYT, 2/18/15)
  • “Testing the market’s Greek calm” (WSJ, 2/18/15)
  • “Greek bureaucracy, not just austerity, is an economic drag” (NYT, 2/18/15)
  • “Greece to seek extension on loan agreement” (WSJ, 2/18/15)
  • “Meeting on Greek debt produces an ultimatum” (NYT, 2/17/15)
  • “Talks collapse as Athens rejects bailout extension” (FT, 2/17/15)
  • “Greek crisis opens faultlines in Portugal” (FT, 2/17/15)
  • “Weimar on the Aegean” (NYT, 2/16/15)
  • “Final showdown approaches for EU and Greece” (FT, 2/15/15)
  • “How Greek compromise slowly unravelled” (FT, 2/13/15)
  • “ECB extends €5bn emergency loans to Greek banks” (FT, 2/13/15)
  • “Awaiting a decisive move” (NYT, 2/13/15)
  • “How much would a Greek bailout cost?” (FT, 2/12/15)
  • “After talks, Eurozone and Greece fail to settle differences over debt” (NYT, 2/12/15)
  • “Can Greek businesses even survive?” (WSJ, 2/11/15)
  • “Two false paths for Europe- and another third way” (FT, 2/11/15)
  • “Greece backs off big part of bailout deal” (WSJ, 2/10/15)
  • “Greeks take heart from defiance” (WSJ, 2/9/15)
  • “Can Syriza get investors to buy into revival plan?” (WSJ, 2/9/15)
  • “Prime minister of Greece will not prolong bailout” (NYT, 2/9/15)
  • “US urges eurozone to meet Athens halfway” (FT, 2/9/15)
  • “Athens says its coffers are almost empty” (WSJ, 2/7/15)
  • “Standard & Poor’s cuts Greece’s credit rating” (NYT, 2/7/15)
  • “Syriza revives Greek dignity but bailout reality looms” (FT, 2/7/15)
  • “Greek bankers calm after ECB move despite share price falls” (FT, 2/6/15)
  • “Game theory: Greece’s defense looks weak” (FT, 2/6/15)
  • “Greece’s rift with Germany deepens” (FT, 2/6/15)
  • “Greek debt diplomacy doesn’t sell well in Germany” (NYT, 2/6/15)
  • “Greek debt diplomacy doesn’t sell well in Germany” (NYT, 2/5/15)
  • “As Greece rebels, the notion of debt forgiveness returns” (NYT, 2/5/15)
  • “Greece runs into doubt over Europe deal” (WSJ, 2/5/15)
  • “Greek finance minister unveils bid to end stand-off with creditors” (FT, 2/3/15)
  • “Athens plots a daring escape from the troika” (FT, 2/3/15)
  • “Athens pushes to rewrite the rules on rescues” (FT, 2/3/15)
  • “Grexit is an avoidable catastrophe for the eurozone” (FT, 2/2/15)
  • “Beyond the strains of austerity, Greece faces deeper troubles” (WSJ, 2/2/15)
  • “QE effect on stocks offsets Greek fears” (FT, 2/1/15)
  • “Podemos party fears close ties to Greece’s Syriza could backfire” (FT, 2/1/15)
  • “The radicals of Syriza endure a rocky start” (FT, 2/1/15)
• Global Debt and Danger of Another Financial Crisis: [TOP TEN]“Debt mountains spark fears of another crisis” (FT, 2/5/15)
• Housing Bubble: “Hedge funds bet against housing groups in slowing London market” (FT, 2/9/15)
• Junk Bonds Bubble?:
  • “When prospect of certain loss unleashes risk-seeking impulse” (FT, 2/19/15)
  • “Chinese banks take lead in coco bonds” (FT, 2/12/15)
  • “Investors pour cash into Europe’s riskier debt” (WSJ, 2/3/15)
• Junk Bonds and “Cocos”: “Greece’s drama could spur experiment wit bonds that go ‘pop’“(FT, 2/13/15)
• Liquidity:
  • “JP Morgan urges clients to withdraw excess cash” (FT, 2/25/15)
    
  • “‘Fire sale’ warning for ETFs and bond funds” (FT, 2/25/15)
  • “J.P. Morgan to Charge large customers fees on some deposits” (WSJ, 2/24/15)
• Loosening of Mortgage Down Payment Requirement: “Home loan programs let buyers put less down” (NYT, 2/7/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Splunk’s rare value is overdone” (WSJ, 2/28/15)
  • “Biotech sector addicted to M&A” (WSJ, 2/28/15)
  • “Billion-dollar health startups” (WSJ, 2/27/15)
  • “YouTube has 1 billion viewers, no profit” (WSJ, 2/26/15)
  • “A billion-dollar startup: gear for serious gamers” (WSJ, 2/26/15)
  • “Three stock indexes reach all-time highs” (WSJ, 2/25/15)
  • “Uber and Lyft escalate war” (WSJ, 2/25/15)
  • “Europe’s digital czars slams Google, Facebook” (WSJ, 2/24/15)
  • “Facebook says it sells only viewable ads” (WSJ, 2/24/15)
  • “Footsie’s ascent should ring warning bells” (FT, 2/25/15)
  • “Technology bubble? Ask waffle house” (WSJ, 2/24/15)
  • “Digital designs for life” (FT, 2/23/15)
  • [TOP TEN]“Investors create a billion-dollar-baby” (NYT, 2/20/15)
  • [TOP TEN]“Meet the hottest tech startups” (WSJ, 2/19/15)
  • [TOP TEN]“Ten billion dollar ideas you’ve never heard of” (WSJ, 2/19/15)
  • [TOP TEN]“Snapchat seeks new funding that would bump value to $19 billion” (LAT, 2/19/15)
  • “Facing demand, Uber adds $1 billion to financing round” (NYT, 2/19/15)
  • “Alibaba and Tencent step up battle” (FT, 2/19/15)
  • “‘Piggybackers’ hitch themselves to Airbnb, Uber” (WSJ, 2/19/15)
  • [TOP TEN]“Valuation of Snapchat could rise to $19 billion” (NYT, 2/18/15)
  • “Alibaba dealings with China agency draws SEC interest” (WSJ, 2/15/15)
  • “Tech leads as Nasdaq climbs” (WSJ, 2/15/15)
  • “The British tech industry needs a homegrown cash boost” (FT, 2/13/15)
  • “Lyft, Uber’s smaller rival, is said to be in talks to raise $250 million” (NYT, 2/13/15)
  • “China’s Alibaba is placing a nervous call” (WSJ, 2/10/15)
  • “‘Crowd’ sites let startups tap small investors’ cash” (WSJ, 2/9/15)
  • “Biotech sets UK crowdfund record for sector” (FT, 2/9/15)
  • “A prickly partnership” (NYT, 2/9/15)
  • [TOP TEN]“Earnings whiplash slams GoPro, Yelp, Pandora, Stratasys” (Barron’s, 2/9/15)
  • “Twitter’s Dick Costolo tries to prove Wall Street doubters wrong” (FT, 2/6/15)
  • “Twitter’s revenue grows despite user stagnation” (NYT, 2/6/15)
  • “London tech investors look to mirror success of Silicon Valley” (FT, 2/5/15)
  • “Silicon Valley’s economy sizzles” (LAT, 12/04/15)
  • “Hard-charging Uber tries an olive branch” (NYT, 2/2/15)
  • “Mysterious online post adds to Alibaba’s Chinese controversy” (FT, 2/1/15)
• New Economic Crisis?:
  • “After 15 years, FTSE climbs to a record” (WSJ, 2/25/15)
  • “Stocks hit new highs on Greek accord” (LAT, 2/21/15)
  • “US stocks end lower” (WSJ, 2/6/15)
  • “Government bonds sell off after jobs data” (WSJ, 2/6/15)
  • “Debt mountains spark fears of another crisis” (FT, 2/5/15)
  • “Analysts blow calls on oil stocks” (WSJ, 2/5/15)
• New IPO  and Private Technology Valuation Bubble?:
  • [TOP TEN]“The legend of Silicon Valley unicorns” (FT, 2/27/15)
  • [TOP TEN]“Postal Savings Bank of China chases pre-IPO investors” (FT, 2/24/15)
  • “Speedy trader revives IPO plans” (WSJ, 2/19/15)
  • “GoPro eyes gentler slope for investors” (WSJ, 2/7/15)
• Russia Economic Crisis?:
  • “Russia trades will not follow the logic of Greek game theories” (FT, 2/27/15)
  • “Russia: Left out in the cold” (FT, 2/27/15)
  • “Russia slides further toward recession” (WSJ, 2/19/15)
  • “Rouble slides as Russia cuts interest rates to counter recession risk” (FT, 2/1/15)
• Subprime Auto Lending and Loan Products:
  • [TOP TEN]“Borrowers flock to subprime loans” (WSJ, 2/19/15)
  • “Hazard lights are flashing for auto lenders” (WSJ, 2/11/15)
• US Real Estate Bubble?:
  • “Fannie, Freddie weak earnings raise possibility of future bailouts” (WSJ, 2/24/15)
  • “Growth in U.S. home prices slowed in 2014” (WSJ, 2/24/15)
  • “Mortgage rates fall to 20-month low, Freddie Mac says” (LAT, 2/5/15)

January 2015

• Bitcoin:
  • “Bitcoin exchange to open in US” (WSJ, 1/26/15)
  • [TOP TEN]“Bitcoin and the digital-currency revolution” (WSJ, 1/24/15)
  • “A bid to make Bitcoin go mainstream” (NYT, 1/23/15)
  • “Bitcoin firm raises record amount” (WSJ, 1/21/15)
  • “Bitcoin company Coinbase lands $75 million investment from NYSE and BBVA” (FT, 1/21/15)
  • “The price of Bitcoin plunges 32% in 2 days” (Bloomberg, 1/15/15)
  • “Bitcoin plunge bites ‘miners’” (WSJ, 1/15/15)
  • “Bitcoin exchange suspends service after breach” (WSJ, 1/7/15)
• China Bond Defaults: “Bond investors are skittish over Chinese property developers” (WSJ, 1/9/15)
• China Debt Bubble?:“Debt that once boosted its cities now burden China” (WSJ, 1/28/15)
• China Deflation and Economic Crisis?:
  • [TOP TEN]“Overborrowed and overbuilt” (FT, 1/30/15)
  • “Trading curbs test vigour of Shanghai rally” (FT, 1/20/15)
  • “China’s stocks hit by margin lending curbs” (FT, 1/20/15)
  • “China’s shares fall most in six years amid regulatory crackdown” (WSJ, 1/20/15)
• China Housing Bubble?:“Kaisa default shakes China’s property sector” (FT, 1/14/15)
• Credit Default Swaps (CDS): “How Elliott gained edge on swaps” (WSJ, 1/26/15)
• Down Payment for Mortgages: “Down payments get smaller” (WSJ, 1/24/15)
• European Deflation and a New Economic Crisis?:
  • “Hopes rise for success of ECB’s stimulus plan” (FT, 1/29/15)
  • “History is the antidote to fear of falling prices” (WSJ 1/28/15)
  • “Greek vote sets up new Europe clash” (WSJ, 1/26/15)
  • “The Greek warning” (WSJ, 1/26/15)
  • “An imperfect compromise for the eurozone” (FT, 1/26/15)
  • “ECB action sends Euro to lowest for 11 years” (FT, 1/24/15)
  • “Compromise and persuasion won grudging support for bond buying” (NYT, 1/24/15)
  • “ECB’s risk-sharing riddle for markets” (WSJ, 1/24/15)
  • “Bond buys usher in new era” (WSJ, 1/23/15)
  • “Draghi’s boldness with ECB quantitative easing lifts markets” (FT, 1/23/15)
  • “Markets rally as ECB bond-buying plan exceeds investor expectations” (FT, 1/23/15)
  • “Critics fear ECB quantitative easing will lead to crisis” (FT, 1/23/15)
  • “Stimulus for Eurozone, but it may be too little or too late” (NYT, 1/23/15)
  • “The Central Bank bets big on curing the economy” (NYT, 1/23/15)
  • “Eurozone stimulus draws cheers” (WSJ, 1/23/15)
  • “ECB stimulus exceeds forecasts” (LAT, 1/23/15)
  • “Central banks offer cautionary tales to eurozone embarking last on QE” (FT, 1/21/15)
  • “European bank nears crucial test of its powers” (WSJ, 1/20/15)
  • “A continent in need of greater capital markets” (WSJ, 1/20/15)
  • “A powerful jolt from the Swiss National Bank” (FT, 1/16/15)
  • “UK sees slowest price rise since 2000” (WSJ, 1/14/15)
  • “Government bond yields fall amid low inflation fears” (FT, 1/14/15)
  • “World Bank lowers global outlook” (WSJ, 1/14/15)
  • “Deflation decoded” (FT, 1/10/15)
  • “Fed warns on global growth fears” (WSJ, 1/8/15)
  • “Bonds send clear signal to central banks” (FT, 1/8/15)
  • “Eurozone slide into deflation adds to pressure on ECB to launch full-scale QE” (FT, 1/8/15)
  • “Europe has endured deflation before– and prospered” (FT, 1/8/15)
  • “Massive QE push will not revive eurozone, economists warn” (FT, 1/5/15)
  • “A test for Europe’s top banker” (NYT, 1/4/15)
  • “Euro hits four-year low as Draghi bolsters hopes for QE programme” (FT, 1/4/15)
• European Real Estate Bubble?: “Flow of capital into property raises fears of a bubble” (FT, 1/14/15)
• Greek Economic Crisis?:
  • “The stand-off that may sink the euro” (FT, 1/30/15)
  • “Athens banks on Europe blinking first” (WSJ, 1/29/15)
  • “Greece swiftly reverses austerity measure” (WSJ, 1/29/15)
  • “Greek bond sell-off spreads to wider eurozone” (FT, 1/29/15)
  • “Berlin and Paris rebuff debt forgiveness call” (FT, 1/29/15)
  • “Greek banks battered as investor nerves fray over bailout renegotiation“(FT, 1/29/15)
  • “Markets in Greece are rattled by debt plan offered by Prime Minister” (NYT, 1/29/15)
  • “Beware of Greeks remitting cash overseas” (FT, 1/29/15)
  • “Greek bank shares hit as deposits flee” (FT, 1/28/15)
  • “Greek debt and a default of statesmanship” (FT 1/28/15)
  • “Europe, Greece dig in over debt” (WSJ, 1/27/15)
  • “New leader in Greece now faces creditors” (WSJ, 1/27/15)
  • “Ending Greece’s nightmare” (NYT, 1/26/15)
  • “Greeks vote in austerity foes, a major shift” (NYT, 1/26/15)
  • “Greece’s debt pile: is it really unsustainable?” (FT, 1/26/15)
  • “Will Syriza’s Tsipras turn out to be a Lula or a Chávez?” (FT, 1/26/15)
  • “Greeks stop paying taxes in expectation of Syriza poll victory” (FT, 1/24/15)
  • “German public resists debt cut for Greece” (FT, 1/24/15)
  • “Alexix Tsipras: Greece’s radical or realist” (FT, 1/24/15)
  • “Greece’s fatal mistake, and Europe’s” (WSJ, 1/23/15)
  • “Battlebetween reason and irrationality will decide Greece’s fate” (FT, 1/21/15)
  • “Size of Greek debt mountain limits scope for solutions” (FT, 1/14/15)
  • “Voices join Greek Left’s call for a new deal on debt” (NYT, 1/9/15)
• Japan Deflation and Economic Crisis?:
  • “Policies serving up easy money cannot cure Japanese stagnation” (FT, 1/28/15)
  • “Japan puts the secular stagnation thesis to the test” (FT, 1/13/15)
• Junk Bonds Bubble?:“Investors rethink taking a leap into junk bin” (WSJ, 1/28/15)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Alibaba reaches truce with Chinese agency” (WSJ, 1/31/15)
  • “Alibaba’s growth spell wearing off” (WSJ, 1/30/15)
  • “Hard-driving Uber gives compromise a try” (WSJ, 1/30/15)
  • [TOP TEN] “Alibaba denies IPO disclosure flaw” (FT, 1/29/15)
  • [TOP TEN] “China raps Alibab for fakes” (WSJ, 1/29/15)
  • “Mashable business insider get more cash” (WSJ, 1/29/15)
  • “Facebook netkeeps climbing as costs soar” (WSJ, 1/29/15)
  • “Facebook’s friendship costs a lot“(WSJ, 1/29/15)
  • “Facebook sales beat forecasts, but expense increase even faster” (NYT, 1/29/15)
  • “Uber’s business model could change your work” (NYT, 1/29/15)
  • “Yahoo to spin off its stake in Alibaba” (WSJ, 1/28/15)
  • “Snapchat joins new business with’Discover’ service launch” (FT, 1/28/15)
  • “Job licenses in spolight as Uber rises” (NYT, 1/28/15)
  • “Yahoo to spin off its stakes in Alibaba” (NYT, 1/28/15)
  • “Yahoo lifts veil with Alibaba sping” (WSJ, 1/28/15)
  • “Tech giants invest in new dreams of grandeur” (NYT, 1/26/15)
  • “Twitter’s troubles can’t be tweaked away” (Barron’s, 1/26/15)
  • “California DMV says Uber, Lyft, Sidecar cars need commercial plates” (LAT, 1/24/15)
  • “Uber drivers satisfied, survey says” (LAT, 1/23/15)
  • “US investors double down on biotech bets” (FT, 1/23/15)
  • “Snapchat loses business executive amid moneymaking effort” (WSJ, 1/21/15)
  • “Riding high, biotech firms remain wary” (NYT, 1/19/15)
  • “Paid ‘influencers’ undercut ads on Pinterest” (WSJ, 1/16/15)
  • “Alibaba nets $1bn for Malaysia fund” (FT, 1/15/15)
  • [TOP TEN]“Rebuilding history’s biggest dot-com bust” (WSJ, 1/13/15)
  • “Alibaba taps India’s start-up scene” (FT, 1/13/15)
  • “Spotify enjoys holiday surge in subscription numbers” (FT, 1/13/15)
  • “Spotify says its list of subscribers has grown to over 15 million” (NYT, 1/13/15)
  • “Uber faces Beijing crackdown” (FT, 1/8/15)
  • “Cape Town impounds 33 Uber cars” (WSJ, 1/7/15)
  • “Self-made in China, a smartphone billionaire” (FT, 1/3/15)
  • “Snapchat caps big year for raising funds” (LAT, 1/2/15)
  • “Uber, French authorities lock horns” (WSJ, 1/2/15)
  • “Big values pose risk for some investors” (WSJ, 1/2/15)
• New Economic Crisis?:
  • “China shares slide after clampdown on margin trading” (LAT, 1/20/15)
  • “China pricks bubble, but stocks still frothy” (WSJ, 1/20/15)
  • “Storm warning” (Barron’s, 1/19/15)
  • “Swiss move prompts fears of sustained market tumult” (NYT, 1/17/15)
  • “Surge of Swiss Franc triggers hundreds of millions in losses” (WSJ, 1/17/15)
  • “In Greece, banks ask ECB to access emergency aid” (NYT, 1/17/15)
  • “Swiss franc move sparks forex mayhem” (FT, 1/16/15)
  • “Cheap oil will not jam the gears of finance” (FT, 1/16/15)
  • “Swiss move roils global markets” (WSJ, 1/16/15)
  • “Volatility reigns as stocks swing low” (WSJ, 1/14/15)
  • “Back to the future? Oil replays 1980s” (WSJ, 1/14/15)
  • “Traders prepare for stock volatility” (WSJ, 1/13/15)
  • “Those who nailed 2014 see volatility this year” (NYT, 1/9/15)
  • “A world of debt” (FT, 1/7/15)
  • “Soaring bond prices may sound an economic warning” (NYT, 1/7/15)
  • “Crude below $50 rocks markets” (WSJ, 1/7/15)
  • “US stocks fall, marking worst start to year since 2008” (WSJ, 1/7/15)
  • “Deep debt keeps US oil firms pumping” (WSJ, 1/7/15)
• New IPO  and Private Valuation Bubble?:
  • “IPO sizzles as Shake Shack tests big chains” (WSJ, 1/31/15)
  • “After market debut, shares of Shake Shack more than double” (NYT, 1/31/15)
  • “As Box shares soar in IPO, CEO tells why he left LA” (LAT, 1/24/15)
  • [TOP TEN]“Box shares jump 66% in first day of trading” (WSJ, 1/24/15)
  • “A break in the cloud for Box” (WSJ, 1/24/15)
  • “Box is seeking $187 million in IPO” (LAT, 1/23/15)
  • “Online storage provider Box prices IPO at $14 per share” (NYT, 1/23/15)
  • “Box’s IPO: suspicious package” (FT, 1/14/15)
  • [TOP TEN]“Investors bought into nearly $250 billion in global IPOs in 2014” (NYT, 1/5/15)
  • “More startups aim to keep it private” (WSJ, 1/2/15)
• New Mortgage Meltdown: [TOP TEN] “Building toward another mortgage meltdown” (WSJ, 1/29/14)
  
• Risk of Derivatives and Other Complex Financial Instruments: [TOP TEN]“Risks lurk in failure to simplify complex financial instruments” (FT, 1/9/15)
• Russia Economic Crisis?:
  • “Russia weighs creation of ‘bad bank’ to fight crisis“(FT, 1/29/15)
  • “Downgrading investment case for Russia” (1/28/15)
  • [TOP TEN]“Russia rating slips to junk, and the ruble takes beating” (WSJ, 1/27/15)
  • “S&P cuts Russian debt on notch to junk level” (NYT, 1/27/15)
  • “Russian finance minister warns of budget pressure” (FT, 1/15/15)
  • “Dangers of isolation” (FT, 1/9/15)
• Subprime Auto Lending and Loan Products:“Car loans see rise in missed payments” (WSJ, 1/9/15)
• Synthetic CDOs: [TOP TEN]“Synthetic CDO volumes double amid hunt for yield” (FT, 1/26/15)
• US Real Estate Bubble?:“Commercial mortgage-backed securities make a comeback” (WSJ, 1/14/15)
• Worldwide Deflation Crisis?:
  • “World faces threat of a descent into intractable deflation” (FT, 1/7/15)
  • “The double-edged dollar” (WSJ, 1/7/15)

December 2014

• Bitcoin
  • “Even fans of Bitcoin prefer to keep cash” (WSJ, 12/26/14)
  • “Why Bitcoin’s erratic price doesn’t matter” (WSJ, 12/22/14)
  • “New York tries again on Bitcoin licensing” (WSJ, 12/19/14)
  • “New York regulator outlines changes to Bitcoin rules” (NYT, 12/19/14)
  • “Microsoft move is a win for Bitcoin” (WSJ, 12/12/14)
  • “Program offers Bitcoin entrepreneurs camplike atmosphere” (WSJ, 12/1/14)
• China Debt Bubble?:
  • “Beijing pumps cash into banking system” (WSJ, 12/12/14)
  • “Beijing taps brakes, and markets drop” (WSJ, 12/10/14)
  • “China banks deal blow to cheaper loans” (FT, 12/10/14)
  • “In a profit pinch, China banks push to lend more” (WSJ, 12/9/14)
  • “China’s flash rally may burn too bright” (WSJ, 12/06/14)
• China Deflation and Economic Crisis: “When China’s prices fall” (FT, 12/1/14)
  
• China Housing Bubble?:“China’s housing resists efforts to spur market” (NYT, 12/19/14)
• China Stock Bubble: “Investors in China take a risky ride on its stock market highs” (NYT, 12/30/14)
• Emerging Market Economic Crisis?: “Dollar’s rise fuels foreign debt fears” (WSJ, 12/31/14)
• European Deflation and a New Economic Crisis?:
  • “Declining oil prices adds to the ECB’s deflation worries” (FT, 12/24/14)
  • “Draghi must choose the right type of quantitative easing” (FT, 12/23/14)
  • “E.C.B.’s Draghi hints at more stimulus in future for Europe” (NYT, 12/04/14)
• Fed Regulation of Bonds: “Fed’s new bank-regulation tune should be one direction” (WSJ, 12/2/14)
• Greek Economic Crisis?:
  • “Greek patience with austerity nears its limit” (NYT, 12/30/14)
  • “Greek vote sparks fears of revolt on austerity” (WSJ, 12/30/14)
  • “Greece’s bad political choices” (WSJ, 12/30/14)
  • “Greece’s snap election shouldn’t unseat Eurozone investors” (WSJ, 12/30/14)
  • “Greeks prepare for polls and more uncertainty” (FT, 12/30/14)
  • “Greek vote triggers snap election and raises spectre of new crisis” (FT, 12/30/14)
• Junk Bonds Bubble?:
  • “Rates don’t rise, junk gets junked” (Barron’s, 12/22/14)
  • “Junk debt dipped into red” (WSJ, 12/18/14)
  • “Junk bond worries spread beyond oil” (WSJ, 12/15/14)
  • “Junk-bond funds see large outflow as investors run from risky debt” (WSJ, 12/12/14)
• Loosening of Derivatives Rules:
  • “Wall Street’s revenge” (NYT, 12/15/14)
  • “Dispute over spending reflects Wall Street’s ability to divide” (FT, 12/13/14)
  • “Furor over move to aid big banks in funding bill” (NYT, 12/12/14)
  • “Let’s pretend Dodd-Frank works” (WSJ, 12/12/14)
  • “Big banks’ derivatives horse trade” (WSJ, 12/11/14)
  • “Funding bill rolls back bank reform” (LAT, 12/11/14)
• New Dot.Com (Social Media) and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • [TOP TEN]“A recap of tech IPOs, buyouts, valuations” (LAT, 12/31/14)
  • “Uber rejects Indian licensing rules” (FT, 12/31/14)
  • “Snapchat plans a global view of New Year’s festivities” (NYT, 12/31/14)
  • [TOP TEN]“Maybe there isn’t a bubble, but there’s plenty of risk” (WSJ, 12/30/14)
  • “Venture capital funding for London tech start-ups doubles” (FT, 12/30/14)
  • “‘Disrupters’ bring destruction, but opportunity” (FT, 12/29/14)
  • “Pinterest pushing deeper into ads” (NYT, 12/29/14)
  • “A moribund giant gets a second act, with monsters” (NYT, 12/29/14)
  • “Uber CEO, partners are under indictment in Seoul” (WSJ, 12/26/14)
  • “Uber chief is charged in South Korea” (NYT, 12/25/14)
  • “Silicon Valley: the view ahead” (FT, 12/23/14)
  • “A jump to mobile ads in China” (NYT, 12/22/14)
  • “What happened when Marissa Mayer tried to be Steve Jobs” (NYT, 12/21/14)
  • “The insurance market mystifies an Airbnb host” (NYT, 12/20/14)
  • “Uber seeks EU’s help to fight a French ban” (WSJ, 12/18/14)
  • “Uber CEO vows to invest in safety” (WSJ, 12/18/14)
  • “Office startup wins $5 billion value” (WSJ, 12/16/14)
  • “France blocks Uber yet again” (WSJ, 12/16/14)
  • “Uber should play by the rules” (LAT, 12/14/14)
  • “Lawsuit against Uber stirs backlash” (LAT, 12/11/14)
  • “Uber under attack around globe” (WSJ, 12/10/14)
  • “LA, SF slap Uber with lawsuit” (LAT, 12/10/14)
  • “Potholes on the Uber ride to riches” (WSJ, 12/9/14)
  • “Alibaba processing more transactions through mobile devices” (WSJ, 12/07/14)
  • “Uber adds a billion dollars more to its coffers” (NYT, 12/06/14)
  • “A liability risk for Airbnb hosts” (NYT, 12/06/14)
  • “Alibaba launches net TVs in China” (WSJ, 12/03/14)
• New Economic Crisis?:
  • “Five faces of doom” (Barron’s, 12/22/14)
  • “It looks like a duck, quacks like a duck, but it’s a secular bear” (FT, 12/7/14)
• New IPO  and Private Valuation Bubble?:
  • [TOP TEN]“Startup values set records” (WSJ, 12/30/14)
  • “Shake Shack is frying up an IPO” (WSJ, 12/30/14)
  • “Shake Shack has sizzling IPO timing” (WSJ, 12/30/14)
  • “Danny Meyer cooks up Shake Shack listing” (FT, 12/30/14)
  • “China’s Xiaomi takes seat at tech’s top table as fundraising values it at $45 billion” (FT, 12/30/14)
  • “Xiaomi, Chinese phone maker favored by young, is valued at $45 billion” (NYT, 12/30/14)
  • [TOP TEN]“Startup founders leverage hot market for early paydays” (WSJ, 12/23/14)
  • “Alibaba stumbles with foreign sales” (WSJ, 12/23/14)
  • “Xiaomi funding yields valuation of $45 billion” (WSJ, 12/22/14)
  • “Initial offering of Juno, developer of a cancer treatment, excites Wall Street” (NYT, 12/20/14)
  • “Online lender OnDeck jumps 33%b on debut” (FT, 12/18/14)
  • “Juno IPO highlights latest buzz in US biotech” (FT, 12/18/14)
  • “Lending Club shares soar in debut” (WSJ, 12/12/14)
  • “Lending Club set to debut, and industry is watching” (NYT, 12/11/14)
  • “Lending Club IPO rides wave of easy money” (FT, 12/10/14)
  • [TOP TEN]“Tech stocks: sizing up the new bubble” (Barron’s, 12/08/14)
  • [TOP TEN]“Red flags emerge in tech valuations” (WSJ, 12/05/14)
• Rise of Credit Default Swaps: “Default swaps get activist revival” (WSJ, 12/24/14)
• Russia Economic Crisis?:
  • “With less Chinese support, BRICs tumble” (WSJ, 12/31/14)
  • “Russia’s strong-arm tactics restore bank calm” (FT, 12/31/14)
  • “Russia’s economy shrinks, auguring coming recession” (WSJ, 12/30/14)
  • “Bank rescue will push Russia into defecit” (NYT, 12/27/14)
  • [TOP TEN]“Russia triples Trust Bank bailout as Moscow seeks new year calm” (FT, 12/27/14)
  • “Oil’s swift fall raises fortunes of US abroad” (NYT, 12/25/14)
  • “Global finance recovers after rouble rout” (FT, 12/24/14)
  • “As ruble falters, Russia forces exporters to reduce foreign currency” (NYT, 12/24/14)
  • “Rouble fall rocks Russia’s neighbors” (FT, 12/23/14)
  • “Putin ally predicts ‘full-blown economic crisis’ next year and urges improved ties with West” (FT, 12/23/14)
  • “Russian control could be fleeting” (WSJ, 12/18/14)
  • “Putin’s year of defiance, miscalculation” (WSJ, 12/18/14)
  • “Ruble’s collapse sparks fears of contagion” (WSJ, 12/18/14)
  • “For Russia, ruble crisis is testing its resources” (NYT, 12/18/14)
  • “Economic fears may push Russia into Ukraine deal” (NYT, 12/18/14)
  • “Russia introduces measures to calm economic jitters” (NYT, 12/18/14)
  • “Obama signals support for new US sanctions to pressure Russian economy” (NYT, 12/17/14)
  • [TOP TEN]“Russian financial crisis looms as rouble turmoil causes global jitters” (FT, 12/17/14)
  • [TOP TEN]“As the Ruble swoons, Russians desperately shop” (NYT, 12/17/14)
  • “Russia can’t bank on an oil shock” (WSJ, 12/16/14)
  • “Russia moves to help lift sinking ruble” (WSJ, 12/16/14)
  • “Rout in Russian markets triggers rouble’s biggest decline since 1998” (FT, 12/16/14)
• Shadow Banking:
  • “Boom ends at shadow lenders in China” (WSJ, 12/24/14)
  • “Collapse exposes China shadow banking risks” (FT, 12/5/14)
• Subprime Auto Lending and Loan Products:“Surge in loans linked to cars is hurting poor” (NYT, 12/26/14)

November 2014

• China Debt Bubble?:
  • “Central banks in new push to prime pump”  (WSJ, 11/21/14)
  • “In change of strategy, China cuts interest rate” (NYT, 11/21/14)
  • “China faces debt crunch as property values fall” (FT, 11/18/14)
  • “China’s growth in danger of slowing more sharply” (FT, 11/02/14)
• Credit Default Swaps and China: “How Pimco made a giant wager on China’s health” (WSJ, 11/7/14)
• European Deflation and a New Economic Crisis?:
  • “Europe Inc: Light amid the gloom” (FT, 11/28/14)
  • “Eurozone inflation rate dips, stirring deflation fears” (NYT, 11/29/14)
  • “Mario Draghi says E.C.B. will ‘do what we must’ to stoke inflation” (NYT, 11/22/14)
  • “ECB is in danger of failing the most important test of all” (FT, 11/20/14)
  • “Eurozone’s return to growth fails to soothe wider disquiet over lingering stagnation” (FT, 11/15/14)
  • “Investors put their faith in Draghi” (WSJ, 11/17/14)
  • “Eurozone policy makers braced for weak growth figures” (FT, 11/13/14)
  • “US to warn Europe on risk of ‘lost decade’” (FT, 11/13/14)
  • “In Europe, bank chief vows strong medicine” (NYT, 11/7/14)
  • “Europe bank unites over threat of deflation” (WSJ, 11/7/14)
  • “Bank of Japan raises the QE bar for Europe” (FT, 11/6/14)
  • “The eurozone is turning Japanese” (FT, 11/2/14)
  • “Italy is big test for success of bolder bond buying” (WSJ, 11/2/14)
• Ireland’s Bailout by ECB: “Letters from ECB suggest it pushed Ireland into a paralyzing bailout” (NYT, 11/7/14)
• Japan Deflation and Economic Crisis?:
  • “There’s no recession at Japan Inc.“(WSJ, 11/28/14)
  • “Japan’s stimulus plan is not courageous but foolhardy” (FT, 11/22/14)
  • “Recession in Japan stirs worry in Europe” (NYT, 11/18/14)
  • “Japan scrambles to rescue economy” (WSJ, 11/18/14)
  • “Japan at the brink” (WSJ, 11/18/14)
  • “Defying expectations, Japan’s economy falls into recession” (NYT, 11/17/14)
  • “Sales tax tips Japan back into recession” (FT, 11/17/14)
• Junk Bonds Bubble?
  • “Big banks find strong appetite for coco bonds” (FT, 11/18/14)
  • “High-yield issues scarce after breaking record” (FT, 11/13/14)
• Leveraged Loans: “A recent surge in leveraged loans rattles regulators” (NYT, 11/5/14)
• Liquidity Risk and a Future Bond Crisis?: “In parched bond markets, sparks are dangerous” (FT, 11/28/14)
  
• “Mega Mergers” and Economic Bubble: “Mega-mergers popular again on wall street” (NYT, 11/18/14)
• Market Meltdowns (October 15 Treasury Bonds):[TOP TEN] “Anatomy of a market meltdown” (FT, 11/17/14)
• New Liquidity Crisis?: “Risks over instability and liquidity loom despite G20 hope” (FT, 11/25/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Uber struggles to get back on the right road” (FT, 11/22/14)
  • “Uber’s tough ride” (NYT, 11/22/14)
  • “Alibaba’s gift keeps on giving” (WSJ, 11/20/14)
  • “Jack Ma blames ‘greedy’ consumers for prevalence of knock-offs” (FT, 11/20/14)
  • “Uber, hard-charging start-up, may miss a turn” (FT, 11/18/14)
  • “JD.com: keeping the faith” (FT, 11/18/14)
  • “Facebook will curtail unpaid ads” (NYT, 11/15/14)
  • “Twitter’s debt is rated as junk“(WSJ, 11/14/14)
  • “Alibaba plans $8 billion bond sale” (WSJ, 11/14/14)
  • “Stocks lodge more records” (WSJ, 11/11/14)
  • “Twitter CEO Costolo struggles to define vision” (WSJ, 11/7/14)
  • “Alibaba earnings strong in report after offering” (NYT, 11/5/14)
  • “Alibaba’s wide divide on earnings” (WSJ, 11/5/14)
  • “Alibaba hits high on sales growth” (FT, 11/5/14)
  • “Alibaba: free play time” (FT, 11/5/14)
  • “Why Alibaba will flatten its rival” (Barrons, 11/03/14)
  • “Facebook’s spending is growing fast. On what? It won’t say” (Barrons, 11/03/14)
  • “Investors await Alibaba’s earning” (WSJ, 11/03/14)
  • [TOP TEN] “What bubble? Tech’s young optimists” (WSJ, 11/03/14)
  • “For Facebook investors, the future is now” (WSJ, 11/02/14)
  • “The temperature in Silicon Valley” (WSJ, 11/02/14)
• New Economic Crisis?:
  • “Bear going vs the bulls still profits” (NYT, 11/25/14)
  • “There’s a giant contradiction at the heart of the U.S. economy” (NYT, 11/22/14)
  • “Stock surge fuels deal boom” (WSJ, 11/18/14)
  • [TOP TEN]“Limits of prediction: Bubbles and crashes” (Barron’s, 11/10/14)
  • “US factors in a correction as prices begin to fall” (FT, 11/2/14)
  • “Missing the prime suspect in the global slowdown” (WSJ, 11/2/14)
• New Housing Bubble:[TOP TEN]“High-end home sales are surging in Southern California” (LAT, 11/24/14)
• New IPO  and Private Valuation Bubble?:“Energy IPO boom leaves some wary” (WSJ, 11/24/14)

October 2014

• Bitcoin
  • “Former SEC Chairman to advise two prominent Bitcoin companies” (NYT, 10/29/14)
  • “Bitcoin has burst, but could still revolutionise banking” (FT, 10/14/14)
  • “Bitcoin start-ups luring ever more investment” (NYT, 10/7/14)
  • “Bitcoin poised to shake up government-run currencies” (FT, 10/5/14)
  • “Price of Bitcoin tumbles” (NYT, 10/5/14)
• China Debt Bubble?:
  • “Chinese developers look to right issues” (FT, 10/31/14)
  • “Why China won’t keep growing forever” (NYT, 10/28/14)
  • “Troubles in China rattle Western banks” (WSJ, 10/27/14)
  • “China faces tough choice on weak economy” (WSJ, 10/22/14)
  • “China GDP growth slowest since global crisis” (FT, 10/21/14)
  • “Mixed economic signals from China” (NYT, 10/20/14)
  • “Global markets catch the Chinese flu” (WSJ, 10/19/14)
  • “China’s middling reform report card” (WSJ, 10/17/14)
  • “China tries jolt of money to lift tired economy” (WSJ, 10/17/14)
  • “China to cap local government debt” (FT, 10/2/14)
• China Housing Bubble?:
  • “China not ready to bet the house on housing” (WSJ, 10/2/14)
  • “Cheap money is the last thing China needs to rebalance economy” (FT, 10/2/14)
• China Property Bubble:
  • “China growth seen slowing sharply over decade” (WSJ, 10/20/14)
  • “Deepening property slump challenges Beijing” (WSJ, 10/20/14)
• Corporate Bond Crash?: “Start getting ready for the corporate bond crash” (FT, 10/3/14)
• Corporate Buyback Bubble?:“Buybacks: money well spent?” (FT, 10/13/14)
• European Deflation and a New Economic Crisis?:
  • “‘Coffin corner’ threat to financial stability” (FT, 10/29/14)
  • “ECB expected to delve into more dangerous markets” (FT, 10/22/14)
  • “Eurozone stagnation is a greater threat than debt” (FT, 10/20/14)
  • “Greece switches on Europe’s reality show” (WSJ, 10/17/14)
  • “Growth fears grip a divided Europe” (WSJ, 10/17/14)
  • “Market turmoil casts further doubt over Europe revival” (FT, 10/16/14)
  • “A year of living on the brink” (WSJ, 10/16/14)
  • “Greek sell-off revives eurozone fears” (FT, 10/16/14)
  • “Deflation threat to Draghi’s credibility” (FT, 10/16/14)
  • “Risk of deflation feeds global fears” (WSJ, 10/16/14)
  • “Market tumult squeezes big banks” (WSJ, 10/16/14)
  • “Greek financial markets slump” (WSJ, 10/15/14)
  • “Central Bank details somber state of Europe’s banking system” (NYT, 10/14/14)
• Junk Bonds Bubble?:
  • “China CNR: getting there” (FT, 10/24/14)
  • “Junk bonds rally” (WSJ, 10/22/14)
  • “Embedded investors turn to junk ETFs amid sell-off” (FT, 10/20/14)
  • [Top Ten] “Fears that big firms could be left unable to unload risky bonds” (NYT, 10/17/14)
  • “Junk bonds caught in flight from risk” (FT, 10/17/14)
  • “‘Junk’ bond challenge bigger for Europe than US” (FT, 10/15/14)
  • “Europe’s high-yield corporate bonds lose their attraction” (WSJ, 10/8/14)
  • “High risk bonds have further to fall” (FT, 10/8/14)
  • “Junk investors wary of October jinx” (FT, 10/2/14)
  • “Draghi in push for ECB to accept Greek and Cypriot ‘junk’ loan bundles” (FT, 10/1/14)
  • “Carry trade and junk bonds feel the squeeze” (FT, 10/1/14)
• Liar Loans and Subprime Auto Loans: “Loan fraud inquiry said to focus on used-car dealers” (NYT, 10/2/14)
• Loosening of Mortgage Lending Rules:
  • “Underwriting the next housing crisis” (NYT, 10/31/14)
  • “Relaxed mortgage-lending rules clear final hurdle” (WSJ, 10/23/14)
  • “U.S. loosens reins, but mortgage lenders want more slack” (NYT, 10/23/14)
  • “What happened in Vegas” (WSJ, 10/22/14)
  • “U.S. regulators to go easier on mortgage rules” (WSJ, 10/21/14)
  • “Federal housing finance agency unveils plan to loosen rules on mortgages” (NYT, 10/20/14)
  • “Mortgage giants set to loosen landing“ (WSJ, 10/17/14)
• New Liquidity Crisis?:
  • “Stocks’ swoon sends chill through debt market” (WSJ, 10/17/14)
  • [TOP TEN] “Markets are parched for liquidity despite a flood of cash” (FT, 10/16/14)
  • “Banks blame bond volatility on tighter regulation” (FT, 10/16/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “LinkedIn revenue shows broad gain” (WSJ, 10/31/14)
  • “Facebook vows aggressive spending” (WSJ, 10/29/14)
  • “Facebook to spend billions on future” (NYT, 10/29/14)
  • “Alibaba’s market value nudges Walmart” (FT, 10/29/14)
  • “Alibaba could be studios’ China pipeline” (LAT, 10/25/14)
  • “Giving Yelp credit where it’s due” (WSJ, 10/23/14)
  • “When Uber and Airbnb meet the real world” (NYT, 10/17/14)
  • “Will boom lead to bust in Silicon Valley?” (NYT, 10/13/14)
  • “Tumble by tech sector drags stocks lower” (WSJ, 10/11/14)
  • “10-year-old’s journey from lemonade stand to Silicon Valley” (NYT, 10/8/14)
  • “Uber aims to steer off collision course” (FT, 10/7/14)
  • “Yahoo punt on Snapchat brings back images of dotcom days past” (FT, 10/6/14)
  • “Yahoo to put Alibaba cash into Snapchat” (NYT, 10/3/14)
  • [TOP TEN] “Yahoo nears investment in Snapchat” (WSJ, 10/3/14)
  • “Facebook’s mixed WhatsApp blessing” (WSJ, 10/3/14)
  • “EU regulators greenlight Facebook’s purchase of WhatsApp” (WSJ, 10/3/14)
  • “Facebook more than ads up” (WSJ, 10/2/14)
• New Economic Crisis?:
  • “Banks again avoid having any skin in the game” (NYT, 10/23/14)
  • “Heavy borrowing to buy equities adds investors’ anxieties to skittish market” (FT, 10/20/14)
  • “Seeking a cause after a benchmark bond’s unnerving move” (NYT, 10/20/14)
  • “US stocks: tenacious or teetering?” (WSJ, 10/20/14)
  • “Another manic Stockober” (Barron’s, 10/18/14)
  • “Markets: Into uncharted waters” (FT, 10/17/14)
  • “Wild price swings are a flashback to crisis” (FT, 10/17/14)
  • “Stocks’ swoon send chill through debt market” (WSJ, 10/17/14)
  • “Stocks swoon in frenzied day” (WSJ, 10/15/14)
  • “US stocks and bonds yield losses” (FT, 10/15/14)
  • “U.S. stocks slammed by global fears” (LAT, 10/16/14)
  • “Rocking the markets” (FT, 10/15/14)
  • [TOP TEN] “Fear returns to markets with plunge in bond yields” (FT, 10/15/14)
  • “Sell-off signals” (NYT, 10/15/14)
  • [TOP TEN] “Steep sell-off spreads fear to Wall Street” (NYT, 10/15/14)
  • “After QE: Taking off the stabilisers” (FT, 10/15/14)
  • “Bulls run for the exit” (FT, 10/15/14)
  • “IMF warns of global financial risk from fiscal policies” (NYT, 10/13/14)
  • “Fear factor” (Barron’s, 10/13/14)
  • “Dow erases gains for the year” (WSJ, 10/11/14)
  • “Why Shiller is staying in stocks” (WSJ, 10/11/14)
  • “U.S. stocks tumble as volatility returns” (WSJ, 10/9/14)
  • “Sluggish global outlook ripples in markets” (NYT, 10/9/2014)
  • “Fink blames policy makers for shift into riskier assets” (FT, 10/2/14)
  • “Investors see reasons to jump in” (WSJ, 10/1/14)
• New Housing Bubble:“SoCal housing markets among most overvalued, but at least we’re not Austin” (LAT, 10/2/14)
• New IPO  and Private Equity Bubble?:
  • “Shivers in the market portend a freeze in deal circles” (NYT, 10/17/14)
  • “Saudi National Commercial Bank to float despite market turmoil” (FT, 10/16/14)
  • “IPO banks seek measures of success” (FT, 10/14/14)
  • “While IPOs soar, many firms prefer to stay away” (WSJ, 10/8/14)
  • “India start-up sector poised to take off” (FT, 10/8/14)
  • “Spanish markets on track to attract most listings in 25 years” (FT, 10/6/14)
  • “Yahoo and eBay are pressed to return to their original cores” (FT, 10/3/14)
  • “Rocket set to soar as IPO countdown ends” (FT, 10/2/14)
• Off-Sheet Balance Sheet Scheme: “Espirito Santo tactics go way back” (WSJ, 10/17/14)
• Rise of European Securitization: “Asset-backed securities: back from disgrace” (FT, 10/1/14)
• Rising Subprime Auto Loans:“Tech advance passes auto subprime by” (FT, 10/3/14)
• Shadow Banking:“Shadow banking nears pre-crisis peak” (FT, 10/31/14)
• Toxic Student Loan Debt:”Student-loan debt: a federal toxic asset” (WSJ, 10/2/14)
• US Deflation and Economic Crisis: “Inflation? Deflation is new risk” (NYT, 10/31/14)

September 2014

• China Debt Bubble?:
  • “New China worries rattle markets” (WSJ, 9/23/14)
  • “China at risk of ‘balanced-sheet recession’” (FT, 9/22/14)
  • “China securitization surges raise concerns” (WSJ, 9/3/14)
• China Housing Bubble?:
  • “Big Chinese banks to offer more mortgages” (WSJ, 9/26/14)
  • “Chinese puzzle: reform or growth?” (WSJ, 9/16/14)
  • “The short view” (FT, 9/16/14)
  • “China Developers Borrowing Record” (FT, 9/6/14)
  • “Funding tool hides debt loads in China” (WSJ, 9/5/14)
• Corporate Buyback Bubble?:
  • “The short-sighted US buyback boom” (FT, 9/22/14)
  • “Breaking the buyback habit” (Barron’s, 9/22/14)
• European Deflation and a New Economic Crisis?:
  • “Italy debt burden is a problem for us all” (FT, 9/22/14)
  • “Draghi’s attempt to jumpstart stuttering Eurozone falls flat” (FT, 9/19/14)
  • “Economists weigh risks as falling prices become realities for some German companies” (FT, 9/19/14)
  • “BES secret lending revealed” (FT, 9/12/14)
  • “Family Fortune” (FT, 9/12/14)
  • “Handoff from Janet to Mario” (Barron’s, 9/8/14)
  • “Europe’s bank primes pump” (WSJ, 9/5/14)
  • “Europe’s bank takes aggressive steps” (NYT, 9/5/14)
  • “The deflation caucus” (NYT, 9/5/14)
  • “OECD warns wage cuts create deflation risks” (FT, 9/4/14)
  • “Quantitative easing would sow the seeds of crisis not recovery” (FT, 9/4/14)
  • “Central Europe fears fallout from conflict” (FT, 9/4/14)
  • “Low yields betray Europe’s ‘problem’” (FT, 9/4/14)
  • “Yields go underground in the Eurozone” (WSJ, 9/3/14)
  • “Goldman Sachs made big loan to Banco Espirito Santo before collapse” (WSJ, 9/2/14)
• Junk Bonds Bubble?:
  • “Phones 4U collapse chills junk market” (FT, 9/30/14)
  • “Junk investors see warning” (WSJ, 9/25/14)
  • “Yield-hungry markets overlook credit risk” (FT, 9/18/14)
  • “Junk bond issuers lock in low costs” (FT, 9/17/14)
  • “High-yield bonds stage partial recovery” (FT, 9/16/14)
  • “How much junk do you need?” (WSJ, 9/6/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (Alibaba/SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Facebook to use its data to target advertising across Web” (FT, 9/30/14)
  • “Yahoo: nothing to celebrate” (FT, 9/30/14)
  • “Alibaba plans HK money market fund” (FT, 9/29/14)
  • “Activist presses Yahoo, AOL deal” (WSJ, 9/27/14)
  • “Yahoo faces moment of decision, again” (NYT, 9/26/14)
  • “Uber Open to ‘Debate’ With European Regulators Over Ride-Sharing Rules” (WSJ, 9/26/14)
  • “Facebook extends reach with ad platform“(WSJ, 9/23/14)
  • “Bull boosters” (Barron’s, 9/22/14)
  • [TOP TEN] “Alibaba valued at nearly $230 bn as stock surges on NY opening” (FT, 9/20/14)
  • “Alibaba closes at $93.89 in NYSE debut” (FT, 9/20/14)
  • “Alibaba surges 38% in market debut” (LAT, 9/20/14)
  • “A soaring debut for Alibaba” (NYT, 9/20/14)
  • “Alibaba’s political risk” (WSJ, 9/19/14)
  • “GoPro’s extreme maneuver” (WSJ, 9/19/14)
  • “Alibaba mania isn’t built to last” (WSJ, 9/19/14)
  • “Tops in e-commerce, now taking on China’s banks” (NYT, 9/19/14)
  • “Rush to invest in Alibaba, but concerns linger about company’s future” (NYT, 9/19/14)
  • “Alibaba’s shares surge on first day of trading” (NYT, 9/19/14)
  • [TOP TEN] “Chinese internet giant mints millionaires and risk takers” (NYT, 9/19/14)
  • “Alibaba IPO gives insiders rare chance to sell early” (NYT, 9/17/14)
  • “An alarm reverberates through Silicon Valley” (WSJ, 9/17/14)
  • “Beyond Alibaba: Asia’s new internet wave” (WSJ, 9/17/14)
  • “Tech stocks lead drop on jitters over Fed” (WSJ, 9/16/14)
  • [TOP TEN]“NASDAQ nears dotcom bubble level” (FT, 9/16/14)
  • [TOP TEN]“Investor: Silicon Valley partying like it’s 1999” (WSJ, 9/15/14)
  • “Tech chiefs in plea over privacy damage” (FT, 9/15/14)
  • “Alibaba’s link to elite family is etched in stone” (NYT, 9/15/14)
  • “Alibaba: big deal, but is it a steal?” (WSJ, 9/12/14)
  • “Alibaba defends unit split-off” (FT, 9/12/14)
  • “Uber’s tactics pay off as it goes head to head with US rival” (FT, 9/12/14)
  • “Potential ad revenue growth boosts Twitter” (FT, 9/11/14)
  • “Twitter slates $1.5 billion debt sale” (WSJ, 9/11/14)
  • “Alibaba begins wooing Wall Street” (NYT, 9/9/14)
  • “Twitter begins testing a buy button for instant purchases by its users” (NYT, 9/9/14)
  • “Overheard: Getting the Alibaba Brush Off” (WSJ, 9/9/14)
  • “Yahoo’s Enchanted Journey to End” (WSJ, 9/9/14)
  • “Twitter Testing a ‘Buy’ Button to Boost Growth” (LAT, 9/9/14)
  • “Twitter Enters E-Commerce with Buy Now Button to Lure Advertisers” (FT, 9/9/14)
  • “Alibaba takes IPO sales pitch on tour” (WSJ, 9/8/14)
  • “Uber drives into European tech backlash” (FT, 9/3/14)
  • “Uber hit with nationwide ban in Germany” (FT, 9/3/14)
  • “Facebook stock is too hot to hold” (WSJ, 9/3/14)
  • “EU sends questionnaire to rivals of Facebook over deal with WhatsApp” (WSJ, 9/2/14)
  • [TOP TEN] “Better to watch than to play” (Barron’s, 9/1/14)
  • “Amazon’s bet on content in deal for Twitch” (NYT, 9/1/14)
  • “Start-ups accrue funding in case of leaner times” (NYT, 9/1/14)
• New Economic Crisis?:
  • “Economists warn on record debt levels” (FT, 9/29/14)
  • “Stock valuations go under the lens” (WSJ, 9/29/14)
  • “Beware of the Fed’s guidance” (FT, 9/23/14)
  • “Recognizing bubbles, but cautious on deflating them” (NYT, 9/11/14)
  • “Bubbles burst, regardless of sentiment” (FT, 9/10/14)
  • “I defer to Twain on the death of the bull market“(FT, 9/6/14)
  • [TOP TEN]“Strategists brace for a swoon” (WSJ 9/2/14)
• New Housing Bubble: “SoCal housing markets among most overvalued, but at least we’re not Austin” (LAT, 10/2/14)
• New IPO Bubble?:
  • “New York widens global lead for IPOs” (FT, 9/30/14)
  • “Zalando, Rocket Internet may soar, then stumble” (Barron’s, 9/29/14)
  • “Rocket Internet of Germany sets price range for its I.P.O.” (NYT, 9/24/14)
  • “Financial’s offering raises $3 billion as it parts from R.B.S.” (NYT, 9/24/14)
  • “Expensive search for next Alibaba among India tech stock” (WSJ, 9/24/14)
  • “Bank IPO falls short of target price range” (WSJ, 9/24/14)
  • “Alibaba’s Jack Ma tops China rich list” (FT, 9/23/14)
  • “How start-ups view Alibaba as an active investor” (WSJ, 9/23/14)
  • “Alibaba sets a record for world’s largest IPO” (LAT, 9/23/14)
  • “Yahoo stocks sink after Alibaba IPO” (LAT, 9/23/14)
  • “Silver Lake reaps a golden return on its Alibaba stake after the IPO” (NYT, 9/22/14)
  • “Alibaba’s next step: guarding margins” (WSJ, 9/22/14)
  • “Alibaba: too big to expropriate?” (WSJ, 9/22/14)
  • “Bayer plans float of plastics business and focus on life sciences” (FT, 9/19/14)
  • “Alibaba, set for U.S. IPO, delivering boost to China’s parcel services” (LAT, 9/19/14)
  • “Showman Ma treads carefully as ghost of Facebook lingers over Alibaba’s IPO” (FT, 9/19/14)
  • “Alibaba delivers a boost in china” (LAT, 9/19/14)
  • “Newly floated companies can prove lucrative” (FT, 9/19/14)
  • “If you buy Alibaba, expect a wild ride” (WSJ, 9/16/14)
  • “Alibaba raises the fund-raising target to 21.8 billion“ (NYT, 9/16/14)
  • “Alibaba’s quiet winners emerge” (WSJ, 9/16/14)
  • “Alibaba chief stresses its global goals as IPO looms”  (FT, 9/16/14)
  • “Jackpot for Alibaba” (Barron’s, 9/15/14)
  • “A rocket ride for Alibaba IPO” (FT, 9/15/14)
  • “Rocket Internet apes Alibaba in shooting for high IPO orbit” (WSJ, 9/15/14)
  • [TOP TEN]“Lex in depth: Alibaba” (FT, 9/10/14)
  • “Alibaba makes a big play into mobile-game market” (WSJ, 9/10/14)
  • “RBS values citizens at $14bn before IPO” (FT, 9/9/14)
  • “The Jack Ma way” (NYT, 9/7/14)
  • “As its initial offering nears, Alibaba gets ready for splashy debut” (NYT, 9/6/14)
  • “Goldmen Nets Alibaba Role“(WSJ, 9/4/14)
  • “Strong demand for IPOs rolls on” (WSJ, 9/2/14)
• Rising Subprime Auto Loans:
  • “Tech advance passes auto subprime by” (FT, 10/3/14)
  • “Mortgage lending poses puzzle” (WSJ, 9/22/14)
  • “Stressed borrowers rattling the resurgent subprime lending industry” (NYT, 9/12/14)

August 2014

• Bitcoin and Speculation Mania:
  • “On to-do list: deposit cash in Bitcoin ATM” (NYT, 8/26/14)
  • “Tech race fuels Bitcoin mining bubble” (FT, 8/22/14)
  • “Overstock to allow international customers to pay in Bitcoin” (NYT, 8/20/14)
  • “Hacking officer works to close net in Mt Gox probe” (FT, 8/19/14)
  • “Price of bitcoin falls 12%, to lowest value since May” (NYT, 8/19/14)
  • “For merchants, bitcoin shows more pop than potential” (NYT, 8/15/14)
• Bulgarian Bank Bankruptcy: “Unease evident among clients of collapsed Bulgarian banks” (FT, 8/13/14)
  
• China Debt Bubble?:
  • “Bank of China’s bad loans rise” (WSJ, 8/20/14)
  • “China big five banks step up bad loan disposals” (WSJ, 8/30/14)
  • “Chine boosts efforts to clean up its banks” (WSJ, 8/18/14)
  • “Watch for risks from indebted corporate Asia” (FT, 8/13/14)
• China Housing Bubble?:
  • [TOP TEN]“Housing slowdown a ‘major risk’ to China” (FT, 8/26/14)
  • “Lending in China slows drastically in July” (NYT, 8/14/14)
  • “Looking for China’s lost lending” (WSJ, 8/14/14)
  • “China stimulus fails to spark lending, housing sales” (WSJ, 8/14/14)
  • “Anxiety is local in China’s property woes” (WSJ, 8/13/14)
  • “‘Return to nationality’ signals big shift in China housing market” (FT, 8/13/14)
• Cocos and Toxic Bubbles:“Cocos: The return of toxic bubble-era stuff” (FT, 8/4/14)
• Debt Bubble?:
  • “Banks load up on inexpensive debt” (WSJ, 8/15/14)
  • “Red flags are flying for new bank bonds” (WSJ, 8/6/14)
• Enron–Management of Power Grids: “Traders profit as power grid is overworked” (NYT, 8/15/14)
• European Deflation and a New Economic Crisis?:
  • “Divisions grow as a downturn rocks Europe” (NYT, 8/30/14)
  • “Falling Prices Threaten to Sink Fragile Recovery in Europe” (WSJ, 8/30/14)
  • “Euro-zone consumer prices weaken to five-year low” (WSJ, 8/30/14)
  • “Hollande purges cabinet following leftwing revolt” (FT, 8/26/14)
  • “Europe fears banks lack cash cushion” (NYT, 8/22/14)
  • “Eurozone government borrowing costs hit record lows” (FT, 8/22/14)
  • “Spectre of Japan-style lost decade looms over eurozone” (
  • “US activists look to bridge cultural divide” (FT, 8/21/14)
  • “Borrowing costs close to the edge in Europe” (FT, 8/19/14)
  • “Europe lets investors down” (WSJ, 8/18/14)
  • “Credit Suisse deals helped fell Espirito” (WSJ, 8/18/14)
  • “Europe bond yields hit record lows” (FT, 8/15/14)
  • “New ills in Europe pose risks” (LAT, 8/15/14)
  • “European recovery shudders to a halt” (FT, 8/15/14)
  • “Behind the collapse of a European family’s empire” (WSJ, 8/13/14)
  • “Regulators face scrutiny as Portuguese bank collapse knocks recovery” (FT, 8/11/14)
  • “Espirito hits credit agricole” (WSJ, 8/6/14)
  • “BES bonds plummet following €4.9bn rescue” (FT, 8/5/14)
  • “Espirito entangles a Swiss company” (WSJ, 8/5/14)
  • “The Euro Zone’s problem isn’t debt; it’s equity” (WSJ, 8/4/14)
  • “Portugal unveils rescue for Espirito” (WSJ, 8/4/14)
  • “Troubled Portuguese Bank to be split up in rescue” (NYT, 8/4/14)
• Financial Engineering and Risky New Products: “Yield hunters’ tune echoes an unhappy past” (WSJ, 8/11/14)
• Home Equity Loan Crisis Looms:  “Equity loan defaults are likely to rise” (LAT, 8/8/14)
• Junk Bonds Bubble?:
  • “Yes, you can time the market” (WSJ, 8/22/14)
  • “No need to panic about sell-off in high yield” (FT, 8/26/14)
  • “Hedge the junk in your trunk” (Barron’s, 8/25/14)
  • “Investors buy more time for junk bond recovery” (FT, 8/19/14)
  • [TOP TEN]“Large investors swoop in to buy junk bonds” (WSJ, 8/18/14)
  • “Making sense of a funk in junk” (WSJ, 8/12/14)
  • “Unwary yield hunters at risk of liquidity trap” (FT, 8/12/14)
  • “Junk-bond fund exit sets weekly record” (WSJ, 8/8/14)
  • “European junk bond issuance outstrips US for first time” (FT, 8/8/14)
  • “Investors blow the froth off junk bonds” (FT, 8/5/14)
  • “Investors eye exits as junk debt falls” (WSJ, 8/4/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Chief executive of Rovio, maker of Angry Birds, steps down” (NYT, 8/30/14)
  • “‘Angry Birds’ maker turns to new head as franchise grows old” (WSJ, 8/30/14)
  • “Amazon’s forays into digital med bound to be expensive” (FT, 8/29/14)
  • [TOP TEN]“Snapchat now valued at $10 billion” (WSJ, 8/27/14)
  • [TOP TEN]“What’s Twitch? Gamers know, and Amazon spent $1 billion on it” (NYT, 8/26/14)
  • “S&P 500 pushes to another record” (WSJ, 8/26/14)
  • “Twitter broadens European ad network in revenue push” (FT, 8/26/14)
  • “Why Silicon Valley will continue to rule the tech economy” (WSJ, 8/23/14)
  • “News and ads to debut on Snapchat” (WSJ, 8/20/14)
  • “What the taxi wars teach” (WSJ, 8/20/14)
  • [TOP TEN]“In Silicon Valley, mergers must meet the toothbrush test” (NYT, 8/18/14)
  • “Online ads lure cash, but losses still mount” (WSJ, 8/18/14)
  • “Venture capitalists back anonymous apps” (FT, 8/18/14)
  • “Uber v Lyft” (FT, 8/14/14)
  • “Fickle gamers dent King’s crown” (WSJ, 8/14/14)
  • “Candy Crush shows signs of fading” (WSJ, 8/13/14)
  • “The fiercest rivalry in tech: Uber vs. Lyft” (WSJ, 8/12/14)
  • “The fiercest rivalry in tech: Uber vs Lyft” (WSJ, 8/12/14)
  • “Zynga, a maker of social games, lowers its 2014 financial forecast” (NYT, 8/8/14)
  • “Groupon’s loss spooks investors” (WSJ, 8/6/14)
  • “User loyalty is the key to valuing SnapChat and Twitter” (FT, 8/1/14)
• New Economic Bubble?:
  • “The S&P’s slow, bumpy climb to 2,000” (NYT, 8/30/14)
  • “Classic warning sounds for investors” (FT, 8/29/14)
  • “Central bankers face ‘confidence bubble’” (FT, 8/28/14)
  • “Little fanfare as S&P 500 passes 2,000” (FT, 8/27/14)
  • “No big whoop as S&P 500 hits 2000” (WSJ, 8/27/14)
  • “Investor’s dilemma: nothing is cheap” (WSJ, 8/25/14)
  • “Get ready for S&P 2300” (Barron’s, 8/25/14)
  • “Hedge funds dialing back on riskier bets amid unease over asset values” (WSJ, 8/21/14)
  • “Taking stock of investors’ concerns” (WSJ, 8/18/14)
  • [TOP TEN]“Fears of renewed instability as Fed ends stimulus” (NYT, 8/17/14)
  • [TOP TEN]“The mystery of lofty elevations” (NYT, 8/17/14)
  • “A beachgoer’s guide to August’s financial upsets” (FT, 8/15/14)
  • “Stock markets may ignore a history lesson” (WSJ, 8/15/14)
  • “Investors need a BuzzFeed listicle of reasons to be careful” (FT, 8/12/14)
  • “The Fed’s systemic-risk balancing act” (WSJ, 8/12/14)
  • “Lending pushes profits at banks near record” (WSJ, 8/12/14)
  • “The Short View” (FT, 8/12/14)
  • [TOP TEN] “India banker warns on asset bubbles” (FT, 8/8/14)
  • “Without prudence as a value we are all at risk” (FT, 8/8/14)
  • “Doomsayers distrust ‘sexy part of the market’” (FT, 8/4/14)
  • “Delinquent mortgages attracting investors” (NYT, 8/14/14)
• New IPO Bubble?:
  • “Best foot forward for Europe IPO hopefuls” (FT, 8/29/14)
  • “Alibaba mobile sales surge before IPO” (FT, 8/28/14)
  • “Lending club seeks to raise more than $500 million in IPO” (FT, 8/28/14)
  • “Mobile sales lift Alibaba profits nearly three fold ahead of IPO” (NYT, 8/28/14)
  • “No need for banks in an era of intellectual capital” (FT, 8/22/14)
  • “An overlooked play on Alibaba IPO” (WSJ, 8/20/14)
  • “Wayfair plots IPO, racks up bigger loss” (WSJ, 8/17/14)
  • “Doubt cast on vetting of deals by Alibaba” (NYT, 8/17/14)
  • “Alibaba flops in acquisition binge” (WSJ, 8/17/14)
  • “Alibaba crowding out other IPOs” (WSJ, 8/15/14)
  • “Alibaba film unit delays results” (WSJ, 8/15/14)
  • “Alibaba: paying up” (FT, 8/14/14)
  • “Boosted by WeChat, Tencent’s net profit rises 59%” (WSJ, 8/14/14)
  • “Alibaba changes structure to soothe investors” (WSJ, 8/13/14)
  • “We didn’t go public after all, firm says” (WSJ, 8/12/14)
  • “Alibaba could need heavy lifting” (WSJ, 8/12/14)
  • “Lawsuit against Alibaba opens window on issue of counterfeiting” (WSJ, 8/11/14)
  • “Alibaba dangles a lure for luxury brands” (WSJ, 8/11/14)
  • “Upstart in China rides high on IPO crest” (NYT, 8/8/14)
  • “New strategy as tech giants transform into conglomerates” (NYT, 8/6/14)
  • “China in private listings swing” (FT, 8/4/14)
• “Repo” Market:
  • “Repo fails spark fears of risk to US treasuries” (FT, 8/15/14)
  • “‘Repo’ markets worry US officials” (WSJ, 8/14/14)
  • “Boston Fed chief warns of the dangers to a short-term debt market” (NYT, 8/13/14)
  • “Banks retreat from market that keeps cash flowing” (WSJ, 8/13/14)
• Rising Subprime Auto Loans:“When a car loan means bankruptcy” (NYT, 8/9/14)

July, 2014

• Bitcoin and Speculation Mania:
  • “Mt Gox creditors want payouts in bitcoins” (FT, 7/24/14)
  • “Dell welcomes Bitcoin payment” (WSJ, 7/19/14)
  • “Venture has an eye on assets of collapsed Mt. Gox” (WSJ, 7/15/14)
  • “Silicon Valley’s A list climbs on the bitcoin bandwagon” (FT, 7/9/14)
  • “Europe’s bank watchdog warns on bitcoin risks” (FT, 7/5/14)
  • “Bitcoin player is bound but not out” (WSJ, 7/1/14)
• Bulgarian Bank Bankruptcy:
  • Political crisis jeopardizes future of Bulgarian bank” (NYT, 7/24/14)
  • “In a first since the 1990’s, a large Bulgarian bank goes bankrupt” (NYT, 7/14/14)
• China Credit Bubble?:
  • “Debt alarms flash amid China growth” (WSJ, 7/28/14)
  • “Stop indulging China;s banks or risk another crisis” (FT, 7/11/14)
• China Debt Bubble: “Chinese stocks get off mat” (WSJ, 7/30/14)
• China Housing Bubble?: “End of China’s property boom has barely begun” (FT, 7/8/14)
• Dangerous Investments: “The most dangerous investments” (WSJ, 7/12/14)
• European Deflation and a New Economic Crisis?:
  • “Banco Espirito posts a record loss” (WSJ, 7/31/14)
  • “Banco Espirito Santo posts $4.8 billion loss” (NYT, 7/31/14)
  • “Investment in Angolan banking may hobble Portugal” (NYT, 7/30/14)
  • “Espirito Santo International files for creditor protection” (WSJ, 7/19/14)
  • “Espirito problems evident since 2012” (WSJ, 7/18/14)
  • “Portugal’s bank woes spell trouble for Athens” (FT, 7/18/14)
  • “Investment – Bank clients pull away from Espirito Santo” (WSJ, 7/17/14)
  • “Family loses its hold on Banco Espirito” (WSJ, 7/15/14)
  • “Back from the brink, Portugal still has a long way to go” (NYT, 7/15/14)
  • “Espirito Santo family saga is unlikely to end happily” (FT, 7/15/14)
  • “Bank-driven drop is seen as blip” (WSJ, 7/14/14)
  • “Portugal bank storm stirs memories of bailout crisis” (FT, 7/12/14)
  • “The tests posed by Espirito Santo” (FT, 7/12/14)
• High-Yield “Mini-Bond” Bubble?: “Mini bonds attract UK buyers with high yields and treats‘” (WSJ, 7/5/14)
• Junk Bonds Bubble?:
  • “Retail investors dump high-yield bond funds” (FT, 7/26/14)
  • [TOP TEN]“Junk bond returns head for worst month in nearly a year as bull run stalls” (FT, 7/25/14)
  • [TOP TEN]“Investors sound retreat on junk” (WSJ, 7/25/14)
  • “Puerto Rico’s bleak options” (Barron’s, 7/14/14)
  • “Thirst for yield drives investors deep into ‘junk’ bonds” (FT, 7/10/14)
  • “In Asia, a ceaseless hunt for yield” (WSJ, 7/9/14)
  • “Puerto Rico: The New Detroit” (Barrons, 7/7/14)
• London Housing Bubble?:“Data adds clues to UK property overheating” (FT, 7/7/14)
• M&A Boom: “Competition, stock surge fuel boom in mergers” (WSJ, 7/19/14)
• New Credit Bubble?: “Easy credit conditions are benefiting only the few” (FT, 7/31/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Alibaba has an aim to entertain” (WSJ, 7/31/14)
  • “Snapchat said to have had talks with Alibaba on potential investment” (NYT, 7/31/14)
  • [TOP TEN]“Alibaba eyes Snapchat stake” (WSJ, 7/31/14)
  • “Snapchat value may hit $10 billion” (LAT, 7/31/14)
  • “Twitter silences its naysayers as users surge” (WSJ, 7/30/14)
  • “Talk is cheap, it’s action from the Fed that counts” (FT, 7/30/14)
  • [TOP TEN]“Investors more wary over tech stock run” (FT, 7/29/14)
  • “Can Reddit grow up?” (NYT, 7/28/14)
  • “Wider loss at Amazon shaves 10% off stock” (WSJ, 7/25/14)
  • “Profits out of stock at Amazon” (WSJ, 7/25/14)
  • “Facebook answers critics with mobile surge” (WSJ, 7/24/14)
  • “Facebook’s profit propelled by mobile” (NYT, 7/24/14)
  • “The world isn’t Facebook’s oyster just yet” (WSJ, 7/24/14)
  • “Fed should not intervene in biotech/internet stocks” (FT, 7/23/14)
  • “Mobile ads breach historic barrier” (WSJ, 7/22/14)
  • “Small stocks run into big doubts” (WSJ, 7/22/14)
  • “Investors suffer cold feet about US biotech shares” (FT, 7/21/14)
  • “Emerging market debt issuance hits record high” (FT, 7/21/14)
  • “Short attention span” (Barron’s, 7/21/14)
  • “A case of Salmonella” (Barron’s, 7/21/14)
  • “New York has a plan to regulate bitcoin” (WSJ, 7/18/14)
  • “Alibaba said to have pushed its IPO back to September” (NYT, 7/18/14)
  • “Twitter shakes up metric strategy” (WSJ, 7/18/14)
  • “Yellen tells Congress that Fed will continue to prop up the economy” (NYT, 7/16/14)
  • “Fed chief warns against rush to increase rates” (LAT, 7/16/14)
  • [TOP TEN]“SEC pulls the plug on trading of Cynk stock” (FT, 7/12/14)
  • “JD’s promise already in price” (Barrons, 7/7/14)
  • “Is Silicon Valley pouring its money into the wrong stuff” (WSJ, 7/7/14)
  • “With revenue roaring, Twitter add team is untouched by turmoil” (NYT, 7/7/14)
  • “Twitter’s revolving door spins again” (NYT, 7/2/14)
• New Economic Bubble?:
  • “Liberals love the ‘one percent’” (WSJ, 7/30/14)
  • “Fear of bubbles hides the danger of stagnation” (FT, 7/30/14)
  • “Markets forever blowing bubbles” (FT, 7/29/14)
  • [TOP TEN]“Mania: a guide to over-heated assets” (FT, 7/26/14)
  • “Heady mix of ingredients brews fresh credit bubbles” (FT, 7/26/14)
  • “More stable banks, less stable markets” (FT, 7/26/14)
  • “Markets don’t dwell on bad news” (WSJ, 7/21/14)
  • “Inflation scare is needed to calm asset price bubbles” (FT, 7/19/14)
  • “Rate increases will test the market mood” (FT, 7/19/14)
  • “China plays a big role as US debt yields fall” (WSJ, 7/17/14)
  • “Puzzling omnipotence of Fed Chair’s review” (FT, 7/16/14)
  • “Raising rates is easy to say but hard to do” (WSJ, 7/14/14)
  • “What central banks should do to deal with bubbles” (FT, 7/14/14)
  • “Climbing a staircase of fear” (Barron’s, 7/14/14)
  • “Fund investors, basking under many clouds” (NYT, 7/13/14)
  • [TOP TEN] “Suspension of a Portuguese Bank’s shares shakes the markets” (NYT, 7/11/14)
  • “Europe worries rattle markets” (WSJ, 7/11/14)
  • “Portugal woes spark sell-off” (FT, 7/11/14)
  • “The missing fear factor will return to haunt Yellen” (FT, 7/10/14)
  • “Foreigners step up US home buys; Chinese lead way” (WSJ, 7/9/14)
  • [TOP TEN]“Short selling drops to lowest level since Lehman” (FT, 7/9/14)
  • [TOP TEN] “From stocks to farmland, all’s booming or bubbling” (NYT, 7/8/14)
  • “What is the Vix saying?” (Barrons, 7/7/14)
  • “Deus ex Machina 2.0” (Barrons, 7/7/14)
  • “The Federal Reserve must not linger too long in 2E exit” (FT, 7/5/14)
  • “Dove or hawk, correction is better than comeuppance” (FT, 7/5/14)
  • “Dow 17,000: The bull case for stocks” (FT, 7/5/14)
• New Housing  and Credit Bubble?:
  • “S&P warns on corporate risk in corporate loan market” (FT, 7/14/14)
  • “Ireland’s rising house prices raise spectre of another bubble” (FT, 7/8/14)
  • “With debt yields low, firms dash for cash” (WSJ, 7/1/14)
  • “Markets at highs, and air feels thin” (WSJ, 7/1/14)
  • “Fed has grown complacent on credit market risk” (FT, 7/1/14)
• New IPO Bubble?:
  • “Tepid reception for synchrony IPO” (WSJ, 7/31/14)
  • “Virgin America files for IPO” (LAT, 7/29/14)
  • “Virgin America files for IPO” (NYT, 7/29/14)
  • “Overseas floats in first-half surge” (FT, 7/28/14)
  • “El Pollo Loco stock sizzles to close at 60% above IPO price” (LAT, 7/26/14)
  • “In Alibaba, a bonanza for China’s top scions” (NYT, 7/21/14)
  • “Alibaba puts accuracy before speed as flotation sails beyond summer” (FT, 7/18/14)
  • “Game firm valuation would hit $3 billion” (WSJ, 7/17/14)
  • “Private trades value Alibaba at $150 billion” (WSJ, 7/16/14)
  • “The fine print of Alibaba’s payment plan” (WSJ, 7/15/14)
  • “Alibaba pushing into entertainment” (WSJ, 7/15/14)
  • “Europe’s property IPOs at eight-year high” (FT, 7/15/14)
  • “GoPro’s thrill-filled IPO adventure may end badly” (Barron’s, 7/14/14)
  • “Alibaba’s value hits $130 billion” (WSJ, 7/12/14)
  • “Alibaba set to start on course for debut” (WSJ, 7/11/14)
  • “Startup box gets cash to stall IPO” (WSJ, 7/8/14)
  • “Alibaba founder’s deals raise flags” (WSJ, 7/8/14)
  • “China’s BAIC motor plans for $2 billion IPO” (NYT, 7/5/14)
  • “Fresh investors start to move in on tech funding” (FT, 7/5/14)
  • “An innovation slowdown at the tech giants” (WSJ, 7/2/14)
  • “IPOs hit bump in the road but keep wheels churning” (WSJ, 7/1/14)
• New Liquidity Crisis:
  • “The Federal Reserve’s risky reverse repurchase scheme” (WSJ, 7/25/14)
  • “Fears grow over sharp fall in US company-debt liquidity” (FT, 7/25/14)
• San Francisco Housing Bubble?:  “Bay area home prices surging” (LAT, 7/17/14)
• “Shadow Banking”:“Alarmists overstate China’s shadow banking threat” (FT, 7/18/14)
• Singapore Housing Bubble?:  “Property mix served up Singapore sling with extra bubbles” (FT, 7/1/14)
• Subprime Auto Loan Surge: “Easy credit, hard to repay” (NYT, 7/20/14)
• Swaps and Derivatives: “Goldman to issue bonds using swap” (FT, 7/23/14)

June 2014

• Banks loosen Underwriting Guidelines:  “Lenders are warned on risk” (WSJ, 6/26/14)
• Bitcoin and Speculation Mania:
  • “Marshalls to auction Bitcoin after Silk Road closure” (NYT, 6/23/14)
  • “US plans sale of siezed bitcoins” (WSJ, 6/13/14)
• Bond Fund Bubble?: “No exit from bond funds?” (Barron’s, 6/21/14)
• China Audit Bubble?:“China cuts reserves rules in growth bid” (FT, 6/10/14)
• China Housing Bubble?: 
  • “China’s housing bust isn’t done” (Barron’s, 6/30/14)
  • “China housing slows, ripples follow” (WSJ, 6/19/14)
  • “China housing still clouds economy” (WSJ, 6/15/14)
  • “China funds a softer landing pad” (WSJ, 6/15/14)
• China Credit Bubble?:
  • “Auditors slams 8 banks” (WSJ, 6/26/14)
  • “Metal case  highlights China risk” (WSJ, 6/24/14)
  • “China battles rise on offshore debt” (WSJ, 6/13/14)
  • “Hong Kong regulators tense about China loans” (NYT, 6/11/14)
  • “Chinese corporate debt pulls in funds” (WSJ, 6/10/14)
  • “China’s central bank flexes muscle on economic policy” (WSJ, 6/9/14)
  • “China fails to kick its credit addiction” (FT, 6/5/14)
• China Property Bubble:“IMF lowers China growth forecast” (FT, 6/6/14)
• Collateralized Loan Obligations (CLOs):  “Hedge funds warned over CLO deals” (FT, 6/20/14)
• European Deflation and a New Economic Crisis?:
  • “Europe is closely studying Japanese lessons” (WSJ, 6/30/14)
  • “Belatedly, Europe takes on low inflation” (NYT, 6/6/14)
  • “In Portugal, deflation more than just a threat” (WSJ, 6/6/14)
  • “Ailing Europe tries below-zero interest rate” (WSJ, 6/6/14)
  • “Draghi tightens central banks’ grip on markets” (FT, 6/6/14)
  • “Europe gets negative interest rates, but what does that mean” (NYT, 6/6/14)
  • “Deflation-wary European Central Bank cuts deposit rate to below zero” (LAT, 6/6/14)
  • “Draghi takes aim at deflation dragon” (FT, 6/6/14)
  • “ECB eyes radical moves to fight deflation and lift economy” (FT, 6/6/14)
  • “Europe struggles to avoid deflation’s grip” (NYT, 6/4/14)
• Fannie Mae / Freddie Mac Bonds and the Implicit Guarantee:  “Haunting bonds of Frannie” (WSJ, 6/24/14)
• Insurance in Short-Term Commercial Paper Borrowing:  “Firms find short is beautiful” (WSJ, 6/10/14)
• Junk Bonds Bubble?:
  • “More loans come with few strings attached” (WSJ, 6/13/14)
  • “A rare debt prize rises from junk” (WSJ, 6/12/14)
  • “Sales of boom-era ‘Pik’ debt soar” (FT, 6/4/14)
  • [TOP TEN]“Fed worried calm markets forecast a storm to come” (WSJ, 6/4/13)
  • “Junk-bond manager warns of high risk” (WSJ, 6/3/14)
  • [TOP TEN] “High-yield nond nubble feared” (FT, 6/2/14)
• London Housing Bubble?: 
  • [TOP TEN] “Crashing the party” (FT, 6/25/14)
  • “Smooth Sailing?” (FT, 6/18/14)
  • “UK tries to curb housing rush” (WSJ, 6/13/14)
  • “Britain’s top financial authorities focus on perils of debt” (NYT, 6/13/14)
  • “A bellwether for London realty” (NYT, 6/11/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Facebook unveils Slingshot app to challenge Snapchat” (LAT, 6/18/14)
  • “Speed dating for tech start-ups” (LAT, 6/18/14)
  • “Uber aims to harness the network effect” (NYT, 6/16/14)
  • “Uber shocks the regulators” (WSJ, 6/16/14)
  • “Bell labs for billionaires” (NYT, 6/15/14)
  • “Twitter parts ways with its chief operating officer” (FT, 6/13/14)
  • “Twitter’s no. 2 resigns amid dispute with CEO” (WSJ, 6/13/14)
  • “Facebook to target ads based on web browsing” (WSJ, 6/13/14)
  • “His job whittled down, Twitter’s no. 2 resigns” (NYT, 6/13/14)
  • “Facebook to let users alter their ad profiles” (NYT, 6/13/14)
  • “Facebook to track what users do on other sites” (LAT, 6/13/14)
  • “Taxis protest against hailing apps” (FT, 6/12/14)
  • [TOP TEN] “With Uber, less reason to own a car” (NYT, 6/12/14)
  • “Uber drives a Europe slowdown” (LAT, 6/12/14)
  • “Uber” (FT, 6/10/14)
  • “Facebook/Pryte: space race” (FT, 6/5/14)
  • “This is the boardroom of the ‘virtual’ biotech” (WSJ, 6/4/14)
• New Economic Bubble?:
  • “Global markets’ strength doesn’t reflect economic outlook, central bank says” (WSJ, 6/30/14)
  • “Mutual-fund king Bill Miller makes a comeback” (WSJ, 6/30/14)
  • “Broad gains power historic rally” (WSJ, 6/28/14)
  • “Geopolitics climbs to the top of investors risk list” (FT, 6/25/14)
  • “Defying Iraqi risk, Dow, S&P set new records” (Barron’s, 6/21/14)
  • “The short view” (FT, 6/20/14)
  • “Investors struggle to digest fresh fears” (WSJ, 6/16/14)
  • “Can you handle the Market’s stress test?” (WSj, 6/15/14)
  • “Jolts break calm on Wall Street” (WSJ, 6/15/14)
  • “Crazy world of equities should be boring as bonds” (FT, 6/12/14)
  • “Volatility Bets: The Sum of All fears” (WSJ, 6/11/14)
  • [TOP TEN] “Deja vu as echoes of pre-crisis world mount” (FT, 6/11/14)
  • “Sound of silence is cause for  disquiet” (FT, 6/10/14)
  • [TOP TEN] “Market volatility plummets to multiyear lows” (FT, 6/10/14)
  • “Wall Street’s ‘fear gauge’ hits seven-year low” (FT, 6/9/14)
  • “Now is the time to raise interest rates” (WSJ, 6/9/14)
  • “Stock bulls see more reason for optimism” (WSJ, 6/9/14)
  • [TOP TEN]“A sampling of advisory opinion” (Barrons, 6/9/14)
  • “Fed’s easy money has disconnected markets from the real economy” (FT, 6/7/14)
  • “Uber’s valuation soars to $18 billion” (LAT, 6/7/14)
  • “Uber fetches $18.2 billion valuation” (WSJ, 6/7/14)
  • “Uber CEO explains how it grew so fast” (WSJ, 6/7/14)
  • “Ballmer’s $2 billion air ball” (Barron’s, 6/2/14)
• New Housing  and Credit Bubble?:
  • “New-homes sales back on track after chill” (WSJ, 6/25/14)
  • “IMF sounds housing alarm” (FT, 6/12/14)
• New IPO Bubble?:
  • “GoPro’s outlook not a snap” (WSJ, 6/27/14)
  • “Alibaba to list on big board” (WSJ, 6/27/14)
  • “GoPro rocks Wall Street, shares surge on first day” (USA Today, 6/27/14)
  • “Frothy IPO’s do not add up to equity euphoria” (Ft, 6/26/14)
  • “GoPro’s IPO prices at top of range, leading a wave of new public companies” (NYT, 6/26/14)
  • “eDreams losses poses IPO risk” (FT, 6/24/14)
  • “Storage start-up Box seeks time for IPO” (WSJ, 6/21/14)
  • “Report warns on China firms” (WSJ, 6/21/14)
  • “Alibaba reveals new details in latest IPO filing” (LAT, 6/18/14)
  • “Alibaba shares details on operations, board” (WSJ, 6/17/14)
  • “Alibaba’s unsettling book of revelation” (WSJ, 6/17/14)
  • “Yahoo faces setback as concern mounts over Alibaba valuation” (FT, 6/17/14)
  • “Alibaba clarifies leadership structure as IPO approaches” (NYT, 6/17/14)
  • “Alibaba to detail internet business” (WSJ, 6/13/14)
  • “Metrics tweaks flatter GoDaddy’s profits ahead of IPO” (FT, 6/13/14)
  • “GoPro hopes IPO will fuel expanded media strategy” (LAT, 6/12/14)
  • “Alibaba buys out browser maker in China’s ‘biggest’ web deal” (FT, 6/12/14)
  • “Welcome to America: Alibaba targets Amazon” (WSJ, 6/12/14)
  • “Goldman Sachs misses out on Big Alibaba payoff” (NYT, 6/12/14)
  • “Tech bubble sign? Uber’s valuation” (LAT, 6/11/14)
  • “Alibaba’s silence isn’t golden for its IPO” (WSJ, 6/10/14)
  • “Tech IPO market beckons big bank” (WSJ, 6/10/14)
  • “Credit Suisse set for Alibaba bonanza” (FT, 6/9/14)
  • “Alibaba’s latest field is the soccer pitch” (WSJ, 6/6/14)
• Relaxed Mortgage Rules and Dodd-Frank Reform:  “Softened mortgage rule advances” (WSJ, 6/11/14)
• Riskier Mortgage Backed Securities:  “Mortgaged backs get riskier” (Barron’s, 6/30/14)
• “Search for Yield” and European Bank Stability:“Still unstable” (FT, 6/4/14)
• “Shadow Banking”: 
  • “More flexible lenders – who fight for their right when things go awry” (FT, 6/20/14)
  • [TOP TEN] “Old-school money men flourish in new freedom” (FT, 6/20/14)
  • “‘Repo’ turns a corner as NY Fed takes key role” (FT, 6/20/14)
  • [TOP TEN] “Push begins to put lenders’ house in order” (FT, 6/19/14)
  • “Chaos is brewing behind the clearing house doors” (FT, 6/18/14)
  • [TOP TEN] “Tough choices confront traditional lenders” (FT, 6/18/14)
  • “Make shadow banks safe and private money sound” (FT, 6/17/14)
  • “Taking another path” (FT, 6/17/14)
  • “Fed fears over bond fund run” (FT, 6/17/14)
• Subprime Mortgages on the Rise: “In home loans, subprime fades as a dirty word” (NYT, 6/29/14)

May 2014

• Bank Profits Decline:
  • “Goldman Sachs’ Gary Cohn blames economy for trading declines” (FT, 5/29/14)
  • “Big profit engines for banks falter” (WSJ, 5/29/14)
• Bitcoin and Speculation Mania:
  • “Bitcoin gets a push toward the mainstream” (WSJ, 5/30/14)
  • “Dish to soon accept Bitcoin” (NYT, 5/30/14)
  • “Silicon Valley’s rush to back Bitcoin services rouses concerns” (FT, 5/28/14)
  • “New front in Bitcoin probes” (WSJ, 5/20/14)
  • “Angling to be the MasterCard of Bitcoin” (WSJ, 5/17/14)
• “‘Boiling Frog Syndrome’ and Lower Underwriting Standards: [TOP TEN] “Mortgage deal quality trampled on by bulls” (FT, 5/14/14)
• “Catastrophe Bonds” and Increased Risk: “Why Buffet is steering clear of catastrophe bonds” (FT, 5/9/14)
• China Audit Bubble?:“China loosens reins on bond sales” (FT, 5/22/14)
• China Housing Bubble?:
  • “China housing  deal points to dangers” (WSJ, 5/19/14)
  • “If Li Ka-Shing is selling China, shouldn’t you?” (Barons, 5/19/14)
  • “China property correction would be painful but salutary” (FT, 5/14/14)
  • [TOP TEN] “China’s sizzling real estate market cools” (NYT, 5/14/14)
  • “Big city’s suffering shakes housing market” (FT, 5/14/14)
  • “Property slowdown fuels China fears” (FT, 5/14/14)
  • “This time China’s property bubble really could burst” (FT, 5/12/14)
  • “China’s boom is over, but Beijing will avoid bust” (FT, 5/12/14)
• China Credit Bubble?:
  • “Watchful China should do as Japan says not as it did” (FT, 5/16/14)
  • “China says it will step up oversight of default risks” (WSJ, 5/7/14)
  • “Beijing banks warned on loans” (WSJ, 5/7/14)
  • “Fears grow over China small bank lending” (FT, 5/5/14)
  • “On top of the world” (FT, 5/4/14)
  • “New fount of Credit raises China alarm” (WSJ, 5/2/14)
• China Property Bubble:
  • “Chinese government fiddles but economy still isn’t in tune” (WSJ, 5/31/14)
  • “Checking for cracks in Chinese property stocks’ foundation” (WSJ, 5/29/14)
• Decline in Bank Trading Profits:  “Banks’ profit engine still sputters” (WSJ, 5/6/14)
• Emerging Markets Bubble?: “Investors return to emerging world” (WSJ, 5/29/14)
• European Assets Bubble?: 
  • [TOP TEN] “There are other bubbles out there beyond UK house prices” (FT, 5/25/14)
  • “Buyout chief warns of European assets bubble” (FT, 5/14/14)
• European Deflation and a New Economic Crisis?:“EU should stop worrying about deflation” (FT, 5/29/14)
• Housing Bubble?:  “Rent or Buy? Calculus shifts in some cities as prices bubble up” (NYT, 5/22/14)
• HELOC Bubble?:  “Owners tapping equity in homes” (WSJ, 5/30/14)
• Junk Bonds Bubble?:
  • [TOP TEN]“New fund stars ride junk bonds to the top” (WSJ, 5/28/14)
  • “Bonds flip script on risk, reward” (WSJ, 5/27/14)
  • “Ignoring the Reality of Junk” (Barron’s, 5/26/14)
    
  • “Chasing yield, investors plow into riskier bonds” (WSJ, 5/20/14)
  • “Higher-yielding bank debt draws interest” (WSJ, 5/16/14)
  • “Yield-hungry investors hunt riskiest company debt” (FT, 5/9/14)
  • “Junk bond ETF trading accelerates” (FT, 5/9/14)
• London Housing Bubble?:“Cooling London’s housing market” (FT, 5/22/14)
• Loosening of Bank Underwriting Standards?:  “Fed warns it may curb leverged-buyout loans” (WSJ, 5/14/14)
• New Bay Area Housing Bubble?:  “Bay area home prices soar” (LAT, 5/15/14)
• New CLO Bubble?:  [TOP TEN] “Bundled debt sales set to trump levels seen at height of credit crisis” (FT, 5/20/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Apple can’t afford to miss a beat” (WSJ, 5/30/14)
  • “Uneven breakdown in Apple-Beats deal” (WSJ, 5/30/14)
  • “Beats buy is Apple’s play for new cool” (LAT, 5/29/14)
  • “Apple to pay $3 billion to buy Beats” (5/29/14)
  • “Jimmy Iovine, a master of beats, lends Apple a skilled ear” (NYT, 5/29/14)
  • “Snapchat CEO Evan Spiegel is ‘mortified’ by leaked frat emails” (LAT, 5/29/14)
  • “Facebook requests Brussels review of WhatsApp deal” (FT, 5/29/14)
  • “Facebook asks Europeans to bless WhatsApp deal” (NYT, 5/29/14)
  • “Spotify hits 10 million subscribers, a milestone” (NYT, 5/22/14)
  • “Spotify tops streaming charts with 10m paying subscribers” (FT, 5/22/14)
  • “Social media add value and become ever more mobile” (FT, 5/21/14)
  • “Facebook ready to take on SnapChat” (FT, 5/20/14)
  • “Pinterest raises more money, fetching a valuation of $5 billion” (NYT, 5/16/14)
  • “Group criticizes Snapchat” (LAT, 5/16/14)
  • “Tech firms cash hoards cool fears of a meltdown” (WSJ, 5/14/14)
  • “Alibaba in the land of disempowered owners” (FT, 5/12/14)
  • “Highfliers’ fall won’t be felt in full” (WSJ, 5/12/14)
  • “Tech stocks are still too ‘silly’ for some” (WSJ, 5/12/14)
  • “Mobile App firm settles charges” (LAT, 5/9/14)
  • “Off the record in a Chat App? Don’t be sure” (NYT, 5/9/14)
  • “Alibaba’s political investment risk” (WSJ, 5/9/14)
  • “Alibaba IPO pressures Yahoo Chief” (WSJ, 5/9/14)
  • “Snapchat settles privacy charges” (WSJ, 5/9/14)
  • “Tech tumbles again but Dow, S&P rise” (WSJ, 5/8/14)
  • “Amazon leads retreat as tech sell-off targets heavyweights” (FT, 5/8/14)
  • “Alibaba IPO highlights ownership loophole” (FT, 5/8/14)
  • “AOL profit sinks on ad-tech shift” (WSJ, 5/8/14)
  • “AOL profit slides 64%, sending its shares down 20%” (NYT, 5/8/14)
  • “Alibaba counts on a growing Chinese economy and new consumers” (NYT, 5/8/14)
  • [TOP TEN] “The rise of Alibaba, and a tycoon” (NYT, 5/8/14)
  • “Twitter plunges as more shares hit market” (NYT, 5/7/14)
  • “Twitter holders fly the coop” (WSJ, 5/7/14)
  • [TOP TEN]“The real cost of Twitter nose dive” (WSJ, 5/7/14)
  • “How Instagram is snapping up marketing cash” (FT, 5/4/14)
  • “For Facebook video ads, $1 million is just the start” (WSJ, 5/6/14)
  • “No regrets for the founder of Tumblr after Yahoo sale” (NYT, 5/5/14)
  • “LinkedIn’s prospects not so cloudy” (WSJ, 5/3/14)
  • “Quarterly results giveth, but mostly take away” (5/5/14, Barons)
  • “Beaten-up Twitter is still too rich” (5/5/14, Barons)
  • “Linkedin swings to a loss” (WSJ, 5/2/14)
  • “Facebook woos developers for app mission” (FT, 5/2/14)
  • [TOP TEN] “A bubble or inflated fears?” (LAT, 5/1/14)
• New Economic Bubble?:
  • “Tranquil markets are enjoying too much of a good thing” (FT, 5/30/14)
  • “Investors show little fear” (WSJ, 5/23/14)
  • “Small stocks fuel a run to records” (WSJ, 5/13/14)
  • [TOP TEN] “Maybe it’s time to worry about stock market bubbles” (NYT, 5/6/14)
  • “Wall of fear has stocks blocked” (WSJ, 5/5/14)
  • [TOP TEN]“Stock rally will end badly” (WSJ, 5/3/14)
  • “A scary new world order” (Barons, 5/5/14)
  • [TOP TEN] “Retirement investors flock back to stocks” (WSJ, 5/2/14)
• New Housing  and Credit Bubble?:
  • “Home prices rising less, to the relief of experts” (NYT, 5/28/14)
  • “Unsound Housing?” (Barron’s, 5/26/14)
  • “New FHFA chief reverses course on Fannie-Freddie loan-free hikes” (Reuters, 5/19/14)
  • [TOP TEN] “US backs off tight mortgage rules” (WSJ, 5/14/14)
  • “FHFA won’t scale back loan limits” (LAT, 5/14/14)
  • “S&P sidles up to 1,900, but slips below” (NYT, 5/14/14)
• New IPO Bubble?:
  • “Alibaba adds a dash of foreign flavor” (WSJ, 5/30/14)
  • “Alibaba to name 28 partners” (WSJ, 5/29/14)
  • “In China, messaging apps face crackdown” (WSJ, 5/28/14)
  • “US investors should be cautions of Chinese IPOs” (FT, 5/28/14)
  • “Alibaba’s American aspirations” (NYT, 5/24/14)
  • “Alibaba’s archrival bucks IPO slump” (WSJ, 5/23/14)
  • “Strong Market Debut for JD.com shows allure of Chinese e-commerce” (NYT, 5/23/14)
  • “Chinese tech IPO has big first day” (LAT, 5/23/14)
  • “Web retailer’s IPO shows a hunger for China” (NYT, 5/22/14)
  • “JD.com IPO prices above expectations” (WSJ, 5/22/14)
  • “IPO planned by crash-warning firm” (WSJ, 5/17/14)
  • “TrueCar raises $70 million in IPO, shares rise 12% after trading debut” (LAT, 5/17/14)
  • “Forget Yahoo! Softbank is the Alibaba play” (Barons, 5/19/14)
  • “China IPO feast arrives as US loses its appetite” (FT, 5/16/14)
  • “JD.com’s Alibaba alternative” (WSJ, 5/14/14)
  • “Ma rallies Alibaba to halt match of the penguins” (FT, 5/13/14)
  • “Chinese firm JD.com sets goal for IPO of $1.7 billion” (WSJ, 5/12/14)
  • “Two partnerships buck recent IPO softness” (WSJ, 5/10/14)
  • “Watch the two wild cards when playing Alibaba’s IPO” (FT, 5/9/14)
  • “Investors: Don’t play with FireEye” (WSJ, 5/9/14)
  • “Investors say ‘open sesame’ to Alibaba” (WSJ, 5/8/14)
  • “Alibaba makes its case fro bumper US IPO” (FT, 5/8/4)
  • “Alibaba: The sale of the century” (FT, 5/8/14)
  • “After huge payday, a test for Yahoo executives” (NYT, 5/7/14)
  • “They bought into a scrappy Chinese start-up and now stand to reap a windfall” (NYT, 5/7/14)
  • “Big profits at Alibaba, but filing has gaps” (NYT, 5/7/14)
  • [TOP TEN]“Chinese giant will go public, listing in the U.S.” (NYT, 5/7/14)
  • “What buyers of Alibaba stock should consider” (WSJ, 5/7/14)
  • [TOP TEN]“Alibaba files IPO in the US” (WSJ, 5/7/14)
  • “Chinese internet giant Alibaba files to sell stock in the US” (LAT, 5/7/14)
  • “Alibaba founder Ma holds center stage as IPO nears” (WSJ, 5/5/14)
  • “Box’s delay rains on tech’s parade” (WSJ, 5/2/14)
  • “Snapchat adds texting, video chat” (LAT, 5/2/14)
  • “Cloud file storage firm Box delays IPO” (LAT, 5/2/14)
  • “Alibaba IPO may unleash global fight over users” (NYT, 5/1/14)
  • “Box delays plan for IPO as tech shares cool” (WSJ, 5/1/14)
  • “Alibaba looks to take Alipay stake” (WSJ, 5/1/14)
• New Risky Debt Securities (CLOs)?: “Banks revive role in complex debt” (WSJ, 5/5/14)
• New Russian Economic Crisis:“Large banks cut back on risk in Russia” (NYT, 5/3/14)
• New M&A Bubble?: “Surge in deals powers stocks” (WSJ, 5/5/14)
• Penny Stock Bubble?:  “Penny stocks fuel big-dollar dreams” (WSJ, 5/23/14)
• Repo Market:  “Big investors top banks in repo market” (FT, 5/30/14)
• Riskier Fannie Mae Bonds: “Investor demand high as Fannie Mae sets price range for risky mortgage securities” (WSJ, 5/21/14)
• Rising Private Equity Over Leveraged Deals?: “Debt rises in deals despite warnings” (WSJ, 5/21/14)
• “Search for Yield” and European Bank Stability:“Hunting for yield, reaping regrets” (WSJ, 5/31/14)
• Turkey Real Estate Bubble?: “Alarm over Istanbul’s building boom” (NYT, 5/21/14)
• Zillow– A New Homestore.com Story: “Real-estate site Zillow isn’t home free” (WSJ, 5/7/14)

April 2014

• Bitcoin and Speculation Mania:
  • “Dorian Satoshi Nakamoto thanks bitcoin community” (LAT, 4/23/14)
  • “Mt. Gox investors backing a revival” (WSJ, 4/22/14)
  • “Fallen bitcoin titan focused on cafe” (WSJ, 4/21/14)
  • “In disarray Mt. Gox signals liquidation” (NYT, 4/17/14)
  • “Mt. Gox scraps rebuild plan” (WSJ, 4/17/14)
  • “My bitcoin befuddlement” (NYT, 4/13/14)
  • “Want to Buy Everyday stuff with Bitcoin: A user’s guide” (WSJ, 2/19/14)
  • [TOP TEN] “Bitcoin’s boosters struggle to shore up confidence” (WSJ, 4/4/14)
  • “Tax plan may hurt Bitcoin” (WSJ, 4/3/14)
  • “PBoC considers ordering closure of Bitcoin accounts” (FT, 4/3/14)
• China Housing Bubble?:
  • “China holds its breath as property balloon deflates” (WSJ, 4/15/14)
• China Credit Bubble?:
  • “Consequences of China tightening will be painful” (FT, 4/23/14)
  • “Credit for the China slowdown” (WSJ, 4/16/14)
  • “Smaller companies in China pinched as credit dries up” (NYT, 4/16/14)
  • “China’s $90bn credit squeeze” (FT, 4/16/14)
  • “Chinese munis will help curb shadow banks” (FT, 4/16/14)
  • “Lehman-style crisis unlikely but danger lies in the shadows” (FT, 4/15/14)
  • “IMF warns on debt as easing decelerates” (FT, 4/10/14)
  • “China’s financial regulators clash as fears of crisis heighten friction” (FT, 4/10/14)
  • “Watchdog turf war holds back China’s financial reform effort” (FT, 4/10/14)
  • “Property groups’ bank stakes stir unease among Chinese regulators” (FT, 4/7/14)
  • “Fund houses brace for more China defaults” (FT, 4/7/14)
  • “China funds suffer more than $1 billion in outflows” (FT, 4/7/14)
  • “In search of shelter” (FT, 4/3/14)
  • “China bulls banking on Beijing stimulus” (FT, 4/3/14)
  • “Junk bond defaults a sign of China’s slowing growth” (NYT, 4/2/14)
  • “China big five banks set up bad loan disposals” (WSJ, 4/1/14)
• Coco Bonds (‘Death Spiral Bonds’):
  • “German banks line up to join coco party” (FT, 4/24/14)
  • “Investors wade into untested ‘coco’ bonds” (FT, 4/24/14)
• Dodd-Frank regulation of ‘Systemically Important Financial Institutions:  “Dodd-Frank comes for the insurers” (WSJ, 4/15/14)
• Institutional Investors in Troubled Mortgages:  [TOP TEN] “Soured mortgages attract institutional dollars” (NYT, 4/28/14)
• Junk Bonds Bubble?:
  • “Junk bond demand hits fever pitch” (FT, 4/26/14)
  • “Junk Bond deal is record” (WSJ, 4/24/14)
  • “Record sale for junk bonds” (WSJ, 4/23/14)
  • “US corporate bonds outshine juicier junk” (FT, 4/23/14)
  • “Low rates of default conceal an uneasy calm” (FT, 4/16/14)
  • “This could be the moment for Greece to default” (FT, 4/14/14)
  • “Taking a risk, investors snap up once-shunned Greek debt” (NYT, 4/11/14)
  • “Big finds roll dice on Puerto Rico” (WSJ, 4/10/14)
  • “Junk bond experts balk at high values” (FT, 4/4/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Twitter tally rises 5.8%, but growth fails to impress” (WSJ, 4/30/14)
  • “Revenue up at Twitter, but growth is a worry” (NYT, 4/30/14)
  • “Twitter sales rise but stock drops” (LAT, 4/30/14)
  • “Twitter could use a longer engagement” (WSJ, 4/30/14)
  • “Twitter’s Mr. Fix-it” (WSJ, 4/29/14)
  • [TOP TEN] “If a bubble bursts in Palo Alto does it make a sound” (NYT, 4/27/14)
  • [TOP TEN] “A tremor after Amazon’s profit shrinks” (NYT, 4/26/14)
  • “Amazon: The never-ending story” (WSJ, 4/26/14)
  • “Zynga founder Mark Pincus to step aside” (WSJ, 4/24/14)
  • “Facebook net triples, sales up 72%” (WSJ, 4/24/14)
  • “2 tech giants post strong results” (LAT, 4/24/14)
  • “Zynga founder is giving up Day-to-Day responsibilities” (NYT, 4/24/14)
  • “Facebook profit tripled in first quarter” (NYT, 4/24/14)
  • [TOP TEN]“How to spot a bubble” (WSJ, 4/19/14)
  • “Venture capital funding is soaring” (LAT, 4/19/14)
  • “Tech stock drops in start up funding” (WSJ, 4/17/14)
  • “The short view” (FT, 4/16/14)
  • “Overhyped dotcoms may hold answer to the tech bust” (FT, 4/16/14)
  • “End of Twitters lock up is key to its stock” (WSJ, 4/15/14)
  • “Twitter insiders vow not to sell” (WSJ, 4/15/14)
  • “The highfliers are still too high” (Barons, 4/14/14)
  • “Technology stocks’ slump casts cloud over broader market” (FT, 4/12/14)
  • “Another tech tumble pushes down Nasdaq” (WSJ, 4/12/14)
  • [TOP TEN]“Don’t get dazzled by glittering growth” (WSJ, 4/12/14)
  • [TOP TEN]“How much will Facebook and Twitter stock be worth?” (WSJ, 4/12/14)
  • [TOP TEN]“Taking apart technology sector by bloodied sector” (WSJ, 4/12/14)
  • [TOP TEN]“A chance for a market’s wallflowers to bloom” (NYT, 4/12/14)
  • “Biotech rout perplexes analysts” (WSJ, 4/11/14)
  • “Nasdaq plunges on tech stock sell-off” (LAT, 4/11/14)
  • [TOP TEN] “Markets hit by Tech selloff” (NYT, 4/11/14)
  • [TOP TEN] “Fast growing sectors drive a market sell-off” (NYT, 4/11/14)
  • “Wave of risk aversion spread as Wall Street retreat continues” (FT, 4/8/14)
  • “Tech shares lead a broad decline” (WSJ, 4/8/14)
  • “Gravity hits high-flying tech stocks” (NYT, 4/7/14)
  • “WhatsApp rival Line’s hefty sticker price” (WSJ, 4/7/14)
  • “Stocks’ momentum drained” (WSJ, 4/5/14)
  • “Coming to your Twitter feed: Lots of new ads” (WSJ, 4/5/14)
  • “Seeing Facebook through Google’s glasses” (WSJ, 4/3/14)
  • “Google in radical share split” (FT, 4/3/14)
  • “If you like immersion, you’ll love this reality” (NYT, 4/3/14)
  • “Scrum masters wanted: King digital is hiring” (WSJ, 4/1/14)
• New Economic Bubble?:
  • “Mom and Pop step up their trading” (WSJ, 4/24/14)
  • “Big-bank stocks weighted down by lucky ’13” (WSJ, 4/22/14)
  • “Schwab feasts as investors devour stocks” (WSJ, 4/16/14)
  • “Stocks stumble, but hope lingers” (WSJ, 4/14/14)
  • “Bank profits are looking stressed” (WSJ, 4/4/14)
  • “S&P extends climb into record territory” (WSJ, 4/3/14)
  • [TOP TEN] “Stock markets hit post-crisis highs as IMF warns on growth” (FT, 4/3/14)
• New Financial Crisis?: 
  • “Slow recovery proves resilient” (WSJ, 4/21/14)
  • “The jitters: a bullish sign” (WSJ, 4/19/14)
  • “Market beats: quarterly quota” (WSJ, 4/1/14)
• New Housing  and Credit Bubble?:
  • [TOP TEN] “A new housing bubble?” (LAT, 4/24/14)
  • “Bay area home prices still surging, up 23% in March” (LAT, 4/17/14)
• New IPO Bubble?:
  • “Alibaba’s blurry video ambitions” (WSJ, 4/29/14)
  • “China gears up to open the door to IPOs again” (WSJ, 4/29/14)
  • “Alibaba plan puts a record in sight” (WSJ, 4/25/14)
  • “Tech fall isn’t seen as a sign of trouble” (WSJ, 4/21/14)
  • “Alibaba’s worth is flotation teaser” (FT, 4/21/14)
  • “China’s Yu’e Bao fund posts strong growth inf first quarter” (WSJ, 4/19/14)
  • “After slow start Weibo gains 19%” (WSJ, 4/18/14)
  • “Virtu indefinitely postpones IPO” (WSJ, 4/18/14)
  • “Shares of Twitter-like Weibo surge on opening day as china IPOs mount” (NYT, 4/18/14)
  • “Alibaba plans giant IPO in US” (LAT, 4/17/14)
  • “Shares of Weibo soar on debut” (LAT, 4/18/14)
  • “The future of Facebook may not say ‘Facebook’” (NYT, 4/17/14)
  • “China’s WeiBo raises $286 million IPO” (WSJ, 4/17/14)
  • “Alibaba’s questions to answer before IPO” (WSJ, 4/17/14)
  • “Setback for IPOs as deals stumble” (WSJ, 4/16/14)
  • “Yahoo profit is a footnote to Alibaba’s huge gains” (NYT, 4/16/14)
  • “IPO enthusiasm spreads to European exchanges” (FT, 4/16/14)
  • “Fund managers against Hong Kong easing listing rules” (FT, 4/16/14)
  • “China’s Twitter unlikely to enjoy the same share surge on debut” (FT, 4/16/14)
  • “Alibaba flexes its muscles ahead of stock filing” (WSJ, 4/16/14)
  • “Tech insiders dumped shares ahead of slide” (FT, 4/14/14)
  • “The art of ‘something from nothing’” (NYT, 4/14/14)
  • “Rich start-ups get richer” (NYT, 4/14/14)
  • [TOP TEN] “Anxiety deals a setback to IPOs” (WSJ, 4/11/14)
  • “Opening the box on tech’s next step” (WSJ, 4/10/14)
  • “Appetite of investors for IPOs seems to ebb” (NYT, 4/9/14)
  • “Disappointing IPO” (NYT, 4/8/14)
  • “Tech Start-up GrubHub surges on market debut” (FT, 4/5/14)
  • “IPOs see first-day pop” (WSJ, 4/7/14)
  • “GrubHub shares deliver a strong debut” (WSJ, 4/5/14)
  • “Car shopping company TrueCar.com plans initial public stock offering” (LAT, 4/5/14)
  • “Wall Street orders up GrubHub in market debut” (LAT, 4/4/14)
  • “In US this year, IPOs are leaving the gate at full speed” (NYT, 4/4/14)
  • “IPO market reaches dot com era level” (LA Daily Journal, 4/3/14)
  • “Alibaba bets on offline, with stake in a retailer” (NYT, 4/1/14)
• New Russian Economic Crisis:
  • “Appetite for Russian Assets returns” (WSJ, 4/30/14)
  • “Russia raises rate to bolster economy after S&P cuts its debt rating” (NYT, 4/26/14)
  • “Liberal thinkers predict hard landing” (FT, 4/26/14)
• New M&A Bubble?:“Merger mega-deals stage a comeback” (WSJ, 4/29/14)
• Rating Agencies and the Lack of Reform: [TOP TEN]“A better way to run rating agencies” (WSJ, 4/18/14)
• Return of Subprime Lending:  “American subprime lending is back on the road” (FT, 4/11/14)
• Risky MBS Bubble?:
  • “Moody’s is no-show in bond deal rating” (WSJ, 4/3/14)
  • “Investors clamor for risky debt offerings” (WSJ, 4/3/14)
• Surge of M&A Activity:  “M&A spree has hallmarks of the real deal” (FT, 4/26/14)
• Social Media ‘Bots’ for Sale: “Friends, and influence, for sale” (NYT, 4/21/14)

March 2014

• Bitcoin and Speculation Mania:
  • “Mt. Gox seeks advice from Japanese police” (NYT, 3/27/14)
  • “Start-up unveils Bitcoin payment product” (NYT, 3/27/14)
  • “How will Mt. Gox’s bankruptcy shake out?” (Daily Journal, 3/27/14)
  • “Retailers adopt virtual currency” (FT, 3/26/14)
  • “IRS takes a position on bitcoin: it’s property” (NYT, 3/26/14)
  • “Mt. Gox discovers 200,000 lost Bitcoins” (WSJ, 3/21/14)
  • “Bitcoin fund targeting regular investors planned” (WSJ, 3/20/14)
  • “Man accepts virtual money for a real estate” (WSJ, 3/20/14)
  • “Placing their bets on Bitcoin” (NYT, 3/20/14)
  • “Investors buy stakes in Bitcoin Firm” (NYT, 3/19/14)
  • “Pantera, Fortress for Fund for Bitcoin” (WSJ, 3/19/14)
  • “Putative Bitcoin founder categorically denies it” (NYT, 3/18/14)
  • “Bitcoin revelation under scrutiny” (LAT, 3/18/14)
  • “‘Bitcoin creator’ Dorian Satoshi Nakamoto denies link to currency” (FT, 3/18/14)
  • “Closer Bitcoin scrutiny on way” (WSJ, 3/14/14)
  • “Bitcoin needs to grow out of its obsessive adolescence” (FT, 3/13/14)
  • “Judge freezes Assets of CEO Mt. Gox, related companies” (WSJ, 3/12/14)
  • “Mt. Gox moves to protect US assets” (WSJ, 3/11/14)
  • “For Dorian Nakamoto, bitcoin article brings denials, intrigue” (LAT, 3/11/14)
  • “Bitocin creator ‘scoop’ made Newsweek the story” (FT, 3/8/14)
  • “For the bitcoin sleuths, curiouser and curiouser” (NYT, 3/8/14)
  • “For Bitcoin, Secure Future might need oversight” (NYT, 3/6/14)
  • “Will the real creator of Bitcoin please stand up?” (LAT, 3/7/14)
  • “Bitcoin’s mysterious creator is said to be found” (NYT, 3/7/14)
  • “Report rattles Bitcoin world” (WSJ, 3/7/14)
  • “Police probe Bitcoin trader death” (FT, 3/7/14)
  • “Trail of reclusive bitcoin founder Nakamoto leads to Los Angeles” (FT, 3/7/14)
  • “Bitcoin Bank had sought distance” (WSJ, 3/7/14)
  • “Mt Gox spurs Tokyo to look at Bitcoin regulation” (FT, 3/6/14)
  • “Japan set to clarify stance on bitcoin” (WSJ, 3/5/14)
  • “Beleaguered Mt. Gox opens call center to answer bitcoin questions” (LAT, 3/4/14)
  • “Losses mobilize the Bitcoin police” (WSJ, 3/3/14)
  • “Warren Buffett: Bitcoin is ‘not a currency’” (WSJ, 3/3/14)
  • [TOP TEN]“Erosion of faith was death knell for Mt. Gox” (NYT, 3/1/14)
  • [TOP TEN]“Almost half a billion worth of Bitcoins vanished” (WSJ, 3/1/14)
  • “The Bitcoin blasphemy” (NYT, 3/1/14)
  • “Mt. Gox files for bankruptcy as 850,000 Bitcoins go missing” (LAT, 3/1/14)
• China Credit Bubble?:
  • “China’s debts do not signal eminent implosion” (FT, 3/31/14)
  • “Bad loan writedowns soar at China banks” (FT, 3/31/14)
  • “Conundrum for China’s ‘bad bank‘” (WSJ, 3/29/14)
  • “In China, bad debt shuffle” (WSJ, 3/28/14)
  • “China firms scrapping debt sales” (WSJ, 3/27/14)
  • “China experiments with allowing debt defaults” (WSJ, 3/26/14)
  • “China’s struggle for a new economy” (FT, 3/26/14)
  • “China may borrow from prior experience” (WSJ, 3/25/14)
  • “China’s banks priced for crisis” (Barons, 3/24/14)
  • “Signs of China’s financial distress become all too visible” (FT, 3/20/14)
  • “China’s ‘Lehman moment’ is just careful deleveraging” (FT, 3/19/14)
  • “Real-Estate boom winds down” (WSJ, 3/19/14)
  • “A developer collapses as China’s rapid growth  hits the brakes” (NYT, 3/19/14)
  • “China admits its ills but faces an unpalatable cure” (FT, 3/18/14)
  • “Copper price fall linked to China’s credit unwind” (FT, 3/15/14)
  • “China reports broad economic slowdown” (WSJ, 3/14/14)
  • “Beijing hopes steel mill demise will send warning” (FT, 3/14/14)
  • “China warning on defaults sparks fear over growth” (FT, 3/14/14)
  • “China’s Quiet Lehman moment” (WSJ, 3/13/14)
  • “China shadow lending slows sharply” (FT, 3/11/14)
  • “Alibaba fund soars to 81 million investors” (FT, 3/11/14)
  • “Corporate bond default is China’s first since 1990s” (FT, 3/8/14)
• Coco Bonds (‘Death Spiral Bonds’):
  • “Europe’s coco bonds risk turning into coco pops” (FT, 3/14/14)
• Emerging Market Crisis and the ‘Fragile Five'”: “Indonesia rejects ‘fragile five’ label” (FT, 3/14/14)
• Japan Credit Bubble?: [TOP TEN] “Still Climbing” (FT, 3/25/14)
• Junk Bonds:
  • “‘Junk’ demand erodes investor safety” (FT, 3/13/14)
  • “Junk bond rally approaches end of line” (FT, 3/5/14)
• New Asset Price Bubble?:
  • “Why value equations inevitably fall short” (FT, 3/7/14)
  • “Stock buybacks: will they bite back” (WSJ, 3/22/14)
  • “Learning to live with a stock bubble” (Barons, 3/17/14)
  • “Stocks perform a balancing act” (Barons, 3/17/14)
  • [TOP TEN] “Funds face up to reality of Truman Show bind” (FT, 3/13/14)
  • “Why are markets inefficient and what can be done about it?” (FT, 3/10/14)
  • [TOP TEN]“Seth Klarman warns of impending asset price bubble” (FT, 3/10/14)
• New Bond Bubble?:  [TOP TEN] “In a tech bubble with a twist, the big danger is bonds” (FT, 3/14/14)
• New Dot.Com (Social Media)  and Biotech Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp/King Digital):
  • “Has Facebook CEO Mark Zuckerberg lost his mind” (Barons, 3/31/14)
  • “Not enough dollars to go around” (Barons, 3/31/14)
  • [TOP TEN]“All eyes on the future” (FT, 3/29/14)
  • [TOP TEN]“Shift to value as growth stocks lose appeal” (FT, 3/29/14)
  • “Virtual reality grows up, in Southland’s back yard” (LAT, 3/28/14)
  • [TOP TEN]“App maker buckles on 1st day for trading” (NYT, 3/28/14)
  • [TOP TEN]“Virtual reality is the real deal for Facebook” (FT, 3/27/14)
  • “Piles of cash, paranoia fuel tech giants’ buying binge” (WSJ, 3/27/14)
  • “Crowdfunders of the maker of Oculus Rift denounce a Facebook buyout” (NYT, 3/27/14)
  • “Creator of a virtual reality sensation” (NYT, 3/27/14)
  • “Candy crushed as King takes 15% hit” (FT, 3/27/14)
  • “Candy Crush maker sets $7 billion IPO value” (WSJ, 3/26/14)
  • “King Digital set to trade at $22.50, a midpoint” (NYT, 3/26/14)
  • “Facebook’s shopping spree nets virtual-reality startup” (WSJ, 3/26/14)
  • “Facebook buys Oculus VR in major bet on virtual reality” (LAT, 3/26/14)
  • “Facebook in $2 billion deal for virtual reality company” (NYT, 3/26/14)
  • “Yahoo and SoftBank look to big payday” (FT, 3/26/14)
  • “GrubHub’s IPO price range values it around $1.7 billion” (LAT, 3/25/14)
  • “Pinterest tacks on paid ads” (WSJ, 3/24/14)
  • “New capital could raise Airbnb value to $10 billion” (NYT, 3/21/14)
  • “Airbnb prepares for check-in at Silicon Valley’s $10bn club” (FT< 3/21/14)
  • “Facebook lifted by optimism on ability to charge more for ads” (FT, 3/11/14)
  • “Newspaper publishers look to sell Cars.com” (WSJ, 3/10/14)
  • “Wait pays off for Coupons.com; IPO surges 88%” (WSJ, 3/8/14)
  • [TOP TEN] “Companies rush to join surge in initial offerings” (WSJ, 3/7/14)
  • “Time to spare a thought for Silicon Valley’s rust belt” (FT, 3/7/14)
  • [TOP TEN] “A better bubble” (FT, 3/6/14)
• New Economic Bubble?:
  • “For some hot stocks, trading winds blow cold” (WSJ, 3/25/14)
  • [TOP TEN] “European Regulators warn as risky loans rise above bubble peak” (FT, 3/24/14)
  • “Wealthy investors more bullish” (LAT, 3/20/14)
  • “Blind focus on yield endangers muni market” (FT, 3/18/14)
  • [TOP TEN]“Insiders are bearish” (WSJ, 3/15/14)
  • “Fed Challenge: Pull back without pulling the rug out” (NYT, 3/16/14)
  • “US equity bulls are banking on growth” (FT, 3/14/14)
  • “Investors pull $18 billion from biggest US ETF” (FT, 3/11/13)
  • “Was 666 low enough for the S&P to fall in 2009?” (FT, 3/8/14)
  • “Lessons from the bull market” (WSJ, 3/8/14)
  • “Bear markets may not be as ferocious as they appear” (WSJ, 3/8/14)
  • “Bull market five years on: still celebrating” (WSJ, 3/8/14)
  • [TOP TEN] “US wealth rises, but not all benefit” (WSJ, 3/7/14)
  • “Bulls unfazed by Ukraine as US stocks climb to record high” (FT, 3/7/14)
• New European Bank Crisis?: “With $21 billion loss, Italian bank signals wider vulnerabilities” (WSJ, 3/12/14)
• New Financial Crisis?: 
  • “Market frets as rate reality sets in” (WSJ, 3/24/14)
  • “Ukraine crisis fails to trigger a repricing of risk” (FT, 3/7/14)
  • “Bull market is weary, but few signs point to exhaustion” (WSJ, 3/3/14)
• New Housing  and Credit Bubble?:
  • “Second-lien loans stage a comeback” (FT, 3/20/14)
  • “Adjustable mortgages make a comeback” (WSJ, 3/17/14)
  • “Housing prices surpass bubble peaks in some Southland ZIP codes” (LAT, 3/12/14)
  • “Housing market with nowhere to go (but up)” (NYT, 3/3/14)
• New IPO Bubble?:
  • “Not all merchants want to hang at Alibaba’s Tmall” (WSJ, 3/31/14)
  • “King Digital’s crushing IPO saga” (WSJ, 3/29/14)
  • “Box, a firm in cloud storage, plans IPO” (NYT, 3/25/14)
  • “Caught in costly web storage race, box files for IPO” (WSJ, 3/25/14)
  • “Alibaba is a step, not a leap for China” (WSJ, 3/25/14)
  • [TOP TEN] “Play it again: The makers of Candy Crush insist a secret sauce justifies their multibillion valuation” (FT, 3/24/14)
  • “Start-up data storage firm Actifio hits $1 billion mark” (NYT, 3/24/14)
  • “IPOs come back to life but market yet to roar” (FT, 3/21/14)
  • “JD.com’s Liu guards against takeover after listing in US” (FT, 3/21/14)
  • “China’s Alibaba invests $215 million in startup tango” (WSJ, 3/20/14)
  • “Impatient funds load up on synthetic Aliaba shares” (FT, 3/20/14)
  • “UK lenders gear up for wave of IPOs” (FT, 3/19/14)
  • “Wall Street set for $400 million Alibaba fee bonanza” (FT, 3/19/14)
  • “NYSE leads race to host Alibaba’s IPO” (WSJ, 3/19/14)
  • “Startups vie to attract an IPO hero” (WSJ, 3/18/14)
  • [TOP TEN]“Amid rash of IPOs, a look back” (WSJ, 3/18/14)
  • “Morgan Stanley analysts bows out as it wins Alibaba IPO” (FT, 3/18/14)
  • “Wall Street set for tech IPO let-down” (FT, 3/18/14)
  • “Alibaba plans equal sway for banks” (WSJ, 3/17/14)
  • “Meet Alibaba: China’s mix of Amazon, eBay and PayPal” (WSJ, 3/17/14)
  • “And yet another IPO: GoDaddy” (WSJ, 3/15/14)
  • “Alibaba aims for New York listing that could rival Facebook for size” (FT, 3/15/14)
  • “Alibaba said to plan to file IPO as soon as April” (LAT, 3/15/14)
  • [TOP TEN] “Revenue gets rich price tag in IPOs” (WSJ, 3/13/14)
  • “Maker of Candy Crush puts value at $7.6 Billion” (NYT, 3/13/14)
  • “Candy Crush maker to float” (FT, 3/13/14)
• New Russian Economic Crisis:
  • “Russia braced for $70bn in outflows” (FT, 3/25/14)
  • “The case against Russia” (Barons, 3/24/14)
  • “The world’s riskiest market?” (WSJ, 3/22/14)
  • “Crimean fallout clouds Moscow’s financial markets” (FT, 3/20/14)
  • “War fears decimate Russia stocks” (FT, 3/4/14)
• Rise of Subprime Loans?:  “Fresh entrants springup to cater to long-neglected subprime sector” (WSJ, 3/7/14)
• Run of Jumbo Mortgages and Adjustable Rate Products:  “US Banks vie over jumbo mortgages” (FT, 3/21/14)

February 2014

• Bitcoin and Speculation Mania:
  • “The Bitcoin paradox that undid Mt. Gox” (WSJ, 2/28/14)
  • “Bitcoin oversight is beyond the purview of Central Bank” (WSJ, 2/28/14)
  • [TOP TEN] “Trading site failure stirs ire and hope for bitcoin” (NYT, 2/26/14)
  • [TOP TEN] “Shutdown rattles Bitcoin market” (WSJ, 2/26/14)
  • “Building for a Bitcoin bounce back” (WSJ, 2/27/14)
  • [TOP TEN] “Closure leaves Bitcoin on the brink” (LAT, 2/26/14)
  • “Mt. Gox quits Bitcoin group’s board” (WSJ, 2/24/14)
  • “Regulators and hackers put Bitcoin to the test” (NYT, 2/21/14)
  • “Bitcoin price collapses on Tokyo’s Mt. Gox exchange” (FT, 2/18/14)
  • “Bitcoin exchange is sorry for troubles” (LAT, 2/18/14)
  • “Mt. Gox shows Bitcoin’s gowing pains” (WSJ, 2/18/14)
  • “Turning point for virtual money” (WSJ, 2/18/14))
  • “Bitcoin’s volunteer army tested by attack” (FT, 2/15/14)
  • “Bitcoins fix suffers delay” (WSJ, 2/15/14)
  • “As banks eye Bitcoin, lawyers advise caution” (LA Daily Journal, 2/7/14)
  • “Hackers launch attacks on Bitcoin exchanges” (WSJ, 2/12/14)
  • “Fragility of Bitcoin illustrated by glitch” (WSJ, 2/11/14)
  • “Some errors in software at exchange for Bitcoins” (NYT, 2/11/14)
  • “Russia prepares crackdown on Bitcoin” (FT, 2/10/14)
  • “Exchange halts Bitcoin withdrawals; prices drop” (WSJ, 2/10/14)
  • “New perch in markets for Bitcoin” (WSJ, 2/7/14)
  • “Legal problems barely subdue a Bitcoin Evangelist’s fervor” (NYT, 2/7/14)
  • [TOP TEN] “Bitcoin is far more than a currency for speculators” (FT, 2/6/14)
  • “Hard times for a Bitcoin evangelist” (WSJ, 2/6/14)
  • “More Bitcoin regulation is inevitable” (NYT, 2/3/14)
  • “For Bitcoins or dollars, the value of money is rooted in the beliefs behind it” (NYT, 2/3/14)
• China Credit Bubble?:
  • “China’s dangerous overvaluation” (WSJ, 2/26/14)
  • “Easy currency bet gets harder as the Chinese Yuan tumbles” (WSJ, 2/25/14)
  • “Property loans from the ‘Shadows‘” (WSJ, 2/14/14)
  • “China squeeze is hampering Asian growth” (FT, 2/12/14)
  • “Perils mount as debt costs swell in China” (WSJ, 2/11/14)
• Easing of Mortgage Rules (Wells Fargo): “Wells Fargo plans to ease some rules on mortgages” (WSJ, 2/15/14)
• Junk Bonds: “Road trip to cheap tropical junk bonds” (FT, 2/12/14)
• New Dot.Com (Social Media)  Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp):
  • “Linkedin explains why it’s looking to China” (WSJ, 2/26/14)
  • “Is Facebook’s WhatsApp deal crazy? Let’s do some math” (WSJ, 2/26/14)
  • [TOP TEN] “Will WhatsApp be undercut?” (LAT, 2/26/14)
  • “Groupon clips its own wings with outlook” (WSJ, 2/23/14)
  • “Groupon tumbles after extra and costs add to losses” (FT, 2/23/14)
  • “WhatsApp with world markets?” (FT, 2/23/14)
  • [TOP TEN] “Small company, big app” (FT, 2/23/14)
  • [TOP TEN] “WhatsApp deal brings ten-figure daydreams” (NYT, 2/24/14)
  • “For Facebook, big price, big stakes” (LAT, 2/21/14)
  • “In pricey Facebook deal, two strong-willed CEOs” (WSJ, 2/21/14)
  • “Groupon warns about rising costs” (WSJ, 2/21/14)
  • [TOP TEN] “WhatsApp: The bomb that shook Silicon Valley” (WSJ, 2/21/14)
  • [TOP TEN] “WhatsApp pushes tech deal total to $50bn” (FT, 2/21/14)
  • “The other big winner in Facebook’s deal for WhatsApp: Your Wallet” (NYT, 2/21/14)
  • “A big fish seeks to swim in a bigger pond” (NYT, 2/21/14)
  • [TOP TEN] “Founders of anti-Facebook are won over” (NYT, 2/21/14)
  • “Blackberry has a Facebook fantasy” (WSJ, 2/21/14)
  • [TOP TEN] “Facebook’s $19 billion deal s/ets high bar” (WSJ, 2/20/14)
  • [ TOP TEN] “The message is a Facebook medium” (WSJ, 2/20/14)
  • “Groupon shares may not be the best deal” (WSJ, 2/20/14)
  • [TOP TEN] “Facebook enters $16 billion deal” (NYT, 2/20/14)
  • “Facebook buys app for $19 billion” (LAT, 2/20/14)
  • “Story stocks tell tales” (FT, 2/19/14)
  • “Start-up America: our best hope” (NYT, 2/16/14)
  • “Twitter’s biggest battle: indifference” (WSJ, 2/10/14)
  • “Earnings call brings twitter down to earth” (FT, 2/7/14)
  • “Linkedin shares tumble on outlook” (WSJ, 2/7/14)
  • “Twitter shares sink on user news” (LAT, 2/7/14)
  • [TOP TEN] “Twitter’s growth  engine loses some steam” (WSJ, 2/6/14)
  • “Pandora sees first-quarter full-year net falling short” (WSJ, 2/6/14)
  • “In Public Markets, Echos of a boom” (WSJ, 2/6/14)
  • “Twitter still playing catch up with Facebook” (FT, 2/3/14)
• New Economic Bubble?:
  • “S&P 500 marches higher to record finish” (WSJ,2/28/14)
  • “Equities winning streak under threat as risk appetite wanes” (FT, 2/20/14)
  • “Fears of debt default contagion” (FT,2/20/14)
  • “Einhorn is cautious on stocks” (LAT, 2/20/14)
• New Financial Crisis?: 
  • “Europe cannot ignore its deflation problem” (FT, 2/23/14)
  • “No surprise, Fed was biggest buyer of treasures in 2013” (NYT, 2/23/14)
  • “Stocks near records as caution ebbs” (WSJ, 2/18/14)
  • “Bankers reap the benefits of 2013 rally” (WSJ, 2/18/14)
  • “Stocks turn in top week of year” (WSJ, 2/15/14)
  • “Wall Street moves within sight of record highs” (FT, 2/15/14)
  • “A world unprepared, again, for rising interest rates” (NYT, 2/12/14)
  • “A bumpy economic landing need not become a crash” (FT, 2/8/14)
  • “The most expensive place to find out who you are” (WSJ, 2/8/14)
  • “How upbeat 2014 tale turned into scary thriller” (FT, 2/7/14)
  • “Investors arm for imminent tremors” (WSJ, 2/7/14)
  • “Ominous signs for the global recovery” (WSJ, 2/7/14)
  • “China’s shadow banking fears revive painful memory” (FT, 2/5/14)
  • “Bad news barrage sinks new year consensus” (FT, 2/5/14)
  • “Lew calls for urgent increase in US borrowing limit” (FT, 2/4/14)
  • “US data and debt ceiling concerns rattle markets” (FT, 2/4/14)
  • “The 2014 selloff” (WSJ, 2/4/14)
  • “The tax effect behind the market selloff” (WSJ, 2/4/14)
  • “Factory weakness hits stocks” (WSJ, 2/4/14)
  • “As recovery looks weak stocks take a deep dive” (NYT, 2/4/14)
  • “Emerging markets’ sad music” (WSJ, 2/4/14)
  • “Investors pull $12 billion from EM stock funds” (FT, 2/1/14)
• New Housing  and Credit Bubble?:
  • “Household debt rises at fastest pace since global financial crisis” (LAT, 2/19/14)
  • “An ambiguous omen, US household debt begins to rise again” (NYT, 2/19/14)
  • “Spiraling housing costs fuel fears of Brazilian bubble” (FT, 2/15/14)
• New Real Estate Bubble: “Investors warned on worldwide property risks” (FT, 2/12/14)
• Revolving Door and New Securitizations: [TOP TEN]“US lenders return to securitized mortgages” (FT, 2/19/14)
• Securitizations and Subprime Car Loans: “Bankers play funding trick with subprime car loan deals” (FT, 2/15/14)

January 2014

• Bitcoin and Speculation Mania:
  • “A swipe at traditional banking in a forum illuminating Bitcoin” (NYT, 1/29/14)
  • “Bitcoin advocates speak up” (WSJ, 1/29/14)
  • “Bitcoin champion on laundering charge” (FT, 1/28/14)
  • “Two charges in alleged Bitcoin-laundering scheme” (WSJ, 1/28/14)
  • “Bitcoin executive Charlie Shrem is accused of money laundering” (LAT, 1/28/14)
  • “Beware the mania for Bitcoin, the tulip of the 21st century” (FT, 1/17/14)
  • “Chinese e-commerce giant Alibaba to ban Bitcoin on its sites” (NYT, 1/9/14)
  • “Bitcoin faces fresh hurdles as Alibaba bans its use” (FT, 1/9/14)
  • “Bitcoin bounces back in China to top $1,000” (FT, 1/7/14)
  • “I am up on bitcoins even if they are down” (WSJ, 1/4/13)
  • “Tech maverick sets sights on Bitcoin” (WSJ, 1/2/14)
• China Credit Bubble?:
  • “The dukes of Chinese moral hazard” (WSJ, 1/22/14)
  • “China moves early to avoid credit crunch” (WSJ, 1/21/14)
  • “China’s IPO highway proving a bumpy ride” (FT, 1/21/14)
  • “China’s peer-to-peer lending boom suffers reversal of fortune” (FT, 1/13/14)
  • “Rising rates will help cure China’s credit addiction” (FT, 1/13/14)
• Insurance on Subprime Car Loan Securities: “Sale of US subprime car loan securities surge” (FT, 1/12/14)
• Junk Bonds:
  • “Mergers could clog flow of junk bonds” (WSJ, 1/24/14)
  • “Hunting in the US bond junkyard turns tricky” (FT, 1/14/14)
  • “Junk bonds: “Investor protection ebbs” (FT, 1/14/14)
  • “‘Junk’ loans pick up slack” (WSJ, 1/10/14)
  • “Low returns seen for Europe’s high-yield bonds in 2014” (FT, 1/8/14)
  • [TOP TEN] “Sugar High” (FT, 1/2/14)
• New Dot.Com (Social Media) Bubble and Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/WhatsApp):
  • “Zynga extends its push into mobile games” (WSJ, 1/31/14)
  • “Struggling Zynga to buy mobile game maker” (NYT, 1/31/14)
  • “Facebook mobilizes ad army” (WSJ, 1/31/14)
  • “Facebook cranks up its ad sales” (WSJ, 1/30/14)
  • “Facebook profit soars on mobile ads” (LAT, 1/30/14)
  • “With ad dollars elusive, Yahoo’s revenue falls” (NYT, 1/29/14)
  • “Digital eyes peeled for web earnings” (WSJ, 1/27/14)
  • [TOP TEN]“Search for the ‘next big thing’ yields soaring valuations” (NYT, 1/22/14)
  • [TOP TEN]“Pinterest CEO lays out growth plan, sees revenue in 2014” (WSJ, 1/22/14)
  • [TOP TEN]“Is this nuts” (FT, 1/18/14)
  • “Dropbox value hits $10 billion” (WSJ, 1/18/14)
  • “Twitter product head steps down after IPO” (WSJ, 1/18/14)
  • “Here’s a Tweet for the masses: #SellThisStock” (WSJ, 1/10/14)
  • “How techies are transforming San Francisco” (WSJ, 1/10/14)
  • “Snapchat’s Evan Spiegel and the antics of a 23-year-old novice” (Forbes, 1/6/14)
  • “Big market for fake social media clicks” (LAT, 1/7/14)
  • “Twitter stumbles after double downgrade” (FT, 1/7/14)
  • “Flaws exposed at snapchat” (NYT, 1/6/14)
  • “$1 Billion as milestone and omen” (NYT, 1/6/13)
  • “Wanted: more vigilance on data secutiry” (WSJ, 1/6/14)
  • “For Mark Zuckerberg, tumult and turnaround” (WSJ, 1/6/14)
  • “Andreessen: It’s not a tech bubble” (WSJ, 1/4/14)
• New Economic Bubble?:
  • “The strength of Buenos Aires is the weakness of Argentina” (FT, 1/27/14)
  • “Argentine peso plunges amid emerging markets sell-off” (FT, 1/24/14)
  • “This bull market is starting to look long in the tooth” (WSJ, 1/18/14)
  • “Chinese shadow banks face major test” (FT, 1/17/14)
  • “Bank of America’s Moynihan is facing a high-class problem” (WSJ, 1/16/14)
  • “Yahoo No. 2 is out after clash with CEO Mayer” (WSJ, 1/16/14)
  • “China’s dangerous credit addiction” (FT, 1/16/14)
  • “China’s shadow bank loans leap” (FT, 1/16/14)
  • “Christine Lagarde warns of growing threat of deflation” (FT, 1/16/14)
  • “Global growth forecast to rev up this year” (LAT, 1/16/14)
  • “China’s banking monitors at odds” (WSJ, 1/15/14)
  • “World Bank is expecting widespread (if still possibly turbulent) growth for 2014” (NYT, 1/15/14)
  • “Goldman’s shot across stocks’ bow: ‘Lofty by almost any measure‘” (WSJ, 1/14/14)
  • “When does a bubble spell trouble?” (WSJ, 1/12/14)
  • [TOP TEN]“Fed eyes bubble risks, minutes show” (WSJ, 1/9/14)
  • “Despite stock market exuberance, a tempered reaction” (NYT, 1/9/14)
  • “Two who got 2013 right, see 20114 as much the same” (NYT, 1/4/14)
  • “Stocks soar in ’13 as fear bubble pops” (LAT, 1/1/14)
  • “For stocks, an amazingly good year” (NYT, 1/1/14)
  • “All 10 stock sectors post gains in big year” (WSJ, 12/31/13)
  • “On Wall St., 2013 will be hard to beat” (LAT, 1/1/14)
• New Financial Crisis?: 
  • [TOP TEN]“Fear of contagion” (FT, 1/31/14)
  • “China trust rescue comes under fire” (FT, 1/31/14)
  • “Dark side of capital is emerging markets” (NYT, 1/31/14)
  • “Russia stands pat amid Ruble’s drop” (WSJ, 1/30/14)
  • “Slide tests how well nations learned lessons of past crises” (WSJ, 1/30/14)
  • “Rate Gambit raises stakes for Turkey’s Central Banker” (WSJ, 1/30/14)
  • “As currencies Fall, Leaders cast blame abroad” (WSJ, 1/30/14)
  • “Fed sticks to script on paring bond buying” (WSJ, 1/30/14)
  • “Ground shifts under investors” (WSJ, 1/30/14)
  • “Emerging markets beyond Turkey face stormy skies” (FT, 1/30/14)
  • “Fed shrugs off turmoil with fresh $10bn taper” (FT, 1/30/14)
  • “Sell-off in EM currencies continues despite rate rises” (FT,1/30/14)
  • “As stocks decline, optimists hold line” (WSJ, 1/30/14)
  • “Big pension funds shift from stocks to bonds” (FT, 1/30/14)
  • “Argentina on the brink” (NYT, 1/29/14)
  • “China is the biggest risk to emerging economies” (FT, 1/29/14)
  • “China trust bailout points to shadow banking risks” (FT, 1/29/14)
  • “Coinages in the financial realm: after BRICs fall, the ‘fragile five’” (NYT, 1/29/14)
  • “Emerging markets hit by broad selling amid growth fears” (Investor’s Business Daily, 1/27/14)
  • “Flight to safety hasn’t left gate” (WSJ, 1/27/14)
  • “Gloom over EM hits fund managers” (FT, 1/27/14)
  • “Stocks plunge amid rising fears” (LAT, 1/25/14)
  • “US markets tumble as fear spreads” (WSJ, 1/25/14)
  • “In Argentina, a populist formula goes flat” (WSJ, 1/24/14)
  • [TOP TEN]“Wary investors flee emerging currencies” (WSJ, 1/24/14)
• New Housing  and Credit Bubble?:
  • “$1-million-p;us home sales soar” (LAT, 1/31/14)
  • [TOP TEN]“On short notice” (FT, 1/17/14)
  • “Investors pour into European property” (FT, 1/16/14)
  • “The bubble is back” (NYT, 1/6/13)
  • “In Britain housing prices rise the fastest since 2006” (NYT, 1/4/14)
  • “ARMs resurge as home costs rise” (LAT, 1/2/14)
  • “House prices rise again, but the pace could slow” (NYT, 1/1/14)
• Tyco CEO Kozlowski:
  • “Whitewashing the scandal that felled the chief of Tyco” (LAT, 1/12/14)
  • “A flawed bid to rewrite the Tyco affair as tragedy” (FT, 1/9/14)

December 2013

• Bitcoin and Speculation Mania:
  • “Overstock.com, signaling mainstream support, plans to accept Bitcoin” (NYT, 12/27/13)
  • “Banks mostly avoid providing Bitcoin services” (WSJ, 12/21/13)
  • “Betting on a coin with no realm” (NYT, 12/23/13)
  • “Another Bitcoin mystery: How will the IRS tax it?” (WSJ, 12/21/13)
  • “China Bitcoin exchange ends third party Yuan competition” (WSJ, 12/19/13)
  • “Bitcoin, nationless currency, still feels governments’ pinch” (NYT, 12/19/13)
  • “China bans new cash deposits at Bitcoin exchanges” (FT, 12/19/13)
  • “How much does that Burger cost is bitcoins” (WSJ, 12/16/13)
  • “$25 million in new financing for coinbase” (NYT, 12/13/13)
  • “JPMorgan moves to follow the Bitcoin path” (FT, 12/11/13)
  • “Cashing in on bitcoin boom” (LAT, 12/9/13)
  • “Bitcoin warnings multiply” (WSJ, 12/6/13)
  • “China bans lender from Bitcoin deals on money-laundering fears” (FT, 12/6/13)
  • “Bitcoin miners dig a path to China” (WSJ, 12/5/13)
  • “Silicon Valley catches Bitcoin fever” (FT, 12/2/13)
• Comeback for Synthetic CDOs: “Boom-era credit deals poised for comeback” (FT, 12/4/13)
• JP Morgan, Regulators, and Enron Revisited: [TOP TEN]“Off limits, but blessed by the Fed” (NYT, 12/22/13)
• New Dot.Com (Social Media) Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter):
  • “Market highlights – and absurdities” (LAT, 12/30/13)
  • [TOP TEN] “Rise in Twitter’s stock reflects exuberance in Silicon Valley” (NYT, 12/30/13)
  • [TOP TEN] “Twitter rally races higher” (WSJ, 12/27/13)
  • “Do we want an erasable internet?” (WSJ, 12/23/13)
  • “Instagram strikes back at Snapchat” (WSJ, 12/13/13)
  • “New Instagram feature takes sharing private” (NYT, 12/13/13)
  • “Snapchat hires Emily White away from Instagram to be COO” (LAT, 12/5/13)
• New Economic Bubble?:
  • “We are in a massive speculative bubble” (CNBC, 11/29/13)
  • “Bursting the stock-market-bubble bubble” (WSJ, 12/16/13)
  • “Stocks skid for third straight day, Dow drops below 16,000” (LAT, 12/4/13)
  • “Overseas money purs into Miami real estate” (WSJ, 12/2/13)
• New Housing  and Credit Bubble?:
  • “Home prices back at peaks in some areas” (WSJ, 12/30/13)
  • “Japanese pensions return to real estate” (WSJ, 12/11/13)
  • “Get ready for the next housing bubble” (WSJ, 12/5/13)
  • “UK must be more alert to housing bubble risks” (FT, 12/4/13)
• Tyco CEO Kozlowski: [TOP TEN] “Tyco’s Former CEO set for 2014 parole” (WSJ, 12/4/13)
   

November 2013

• Bitcoin and Speculation Mania:
  • “Alderney looks to cash in on virtual Bitcoins with Royal Mint reality” (FT, 11/30/13)
  • “E-gold founder backs new Bitcoin rival” (FT, 11/29/13)
  • “Bitcoin needs to learn from past e-currency failure” (FT, 11/29/13)
  • “Much ado about Bitcoin” (NYT, 11/27/13)
  • “Render unto Caesar, but who backs Bitcoin?” (NYT, 11/26/13)
  • “Should you invest in Bitcoin” (WSJ, 11/23/13)
• Dot.Com (Social Media) Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter):
  • [TOP TEN] “In Silicon Valley, Partying like it’s 1999 once more” (NYT, 11/27/13)
  • “Surging Nasdaq pierces 4000” (WSJ, 11/27/13)
  • “Nasdaq briefly tops 4,000 as markets take a break” (NYT, 11/26/13)
  • “Nasdaq shakes off Facebook drag to breach 4,000 level” (FT, 11/26/13)
  • “Nasdaq index briefly tops 4,000 for first time in 13 years” (LAT, 11/26/13)
  • “The record that counts is in reach” (WSJ, 11/25/13)
  • “Rising markets batter short sellers” (WSJ, 11/25/13)
  • “Backlash by the Bay: Tech riches alter a city” (NYT, 11/25/13)
  • [TOP TEN]“If it looks like a bubble and floats like one…” (NYT, 11/25/13)
  • “Fear fades as stocks rally” (LAT, 11/24/13)
  • “Start-up leaders recall choice to cash in or stay independent” (NYT, 11/18/13)
  • “Snap out of it: kids aren’t reliable tech predictors” (WSJ, 11/18/13)
  • “Testing for internet mania” (WSJ, 11/16/13)
  • [TOP TEN]“Is this a bubble?” (WSJ, 11/16/13)
  • “Ephemeral Snapchat looks to prove it is no flash in the pan” (FT, 11/16/13)
  • “Facebook should avoid snap decisions” (WSJ, 11/15/13)
  • “Startup spurns Facebook billions” (WSJ, 11/14/13)
  • “Accounting exceptionalism has become harder to ignore” (FT, 11/14/13)
  • “New-issue flurry hints at trouble for markets” (WSJ, 11/11/13)
  • “Stocks regain broad appeal” (WSJ, 11/11/13)
  • “Tech user numbers do not equal profits, SEC warns” (FT, 11/7/13)
  • [TOP TEN] “Investors return to IPOs in force” (WSJ, 11/4/13)
  • “Facebook admits that teens are losing interest” (FT, 11/1/13)
• Housing Bubble?: 
  • “Housing data boost US outlook” (LAT, 11/27/13)
• New Economic Bubble?:
  • “End point for runaway stocks rally comes in sight” (FT, 11/30/13)
  • “A record market is not all that it seems” (NYT, 11/23/13)
  • “US stocks bull run lacks believers” (FT, 11/23/13)
  • “S&P climbs past 1800” (WSJ, 11/23/13)
  • “Buying stocks at record highs: will you be sorry?” (WSJ, 11/23/13)
  • “Fed, Profits push the Dow to 16000” (WSJ, 11/22/13)
  • “Bubble fears grow as US stocks beat records” (FT, 11/21/13)
  • “Bubble Trouble?” (Barron’s, 11/18/13)
• New Subprime Loan Boom?: “New boom in subprime lending” (NYT, 11/27/13)
• Pressure and Start-Ups: “Reaching for Silicon Valley” (NYT, 11/17/13)
• Real Estate Bubble?:“A NYC Property bubble?” (FT, 11/19/13)
• Silicon Valley Technology Bubble (Twitter)?:
  • “Only bullish assumptions can justify Twitter’s price” (FT, 11/9/13)
  • “Twitter shares surge 73% on market debut” (FT, 11/8/13)
  • “#Freedom” (WSJ, 11/8/13)
  • “Investors should get a handle on twitters real market value” (WSJ, 11/8/13)
  • “Twitter shares take wing with smooth trading debut” (WSJ, 11/8/13)
  • “Valuation is $31.7billion as trading opens smoothly” (NYT, 11/8/13)
  • “Working behind the scenes for a billion-dollar payday” (WSJ, 11/8/13)
  • “Wall Street sees huge growth potential” (NYT, 11/7/13)
  • “Twitter saunters, but IPO soars” (NYT, 11/7/13)
  • “Do social ads work for small businesses” (WSJ, 11/7/13)
  • “An investment to avoid, here’s why” (WSJ, 11/7/13)
  • “Seven ways marketers would fix twitter” (WSJ, 11/7/13)
  • “The twitter IPO: Will it fly” (WSJ, 11/7/13)
  • “Twitter investors’ hazy walk” (WSJ, 11/6/13)
  • “Twitter boosts IPO valuation to $17.4 billion” (FT, 11/5/13)
  • “Twitter lifts price range in heady IPO market” (WSJ, 11/5/13)
  • “Twitter raises price range for IPO” (LAT, 11/5/13)
  • “On strong demand, Twitter raises IPO price range” (NYT, 11/5/13)
  • “Why Twitter’s IPO is a bigger deal than Facebook’s” (WSJ, 11/4/13)
  • “Silicon Valley’s arrogance” (WSJ, 11/4/13)
  • “Twitter faces obstacles abroad on users and ads” (WSJ, 11/4/13)

October 2013

• Credit Default Swaps: “Default swaps face risk of extinction” (FT, 10/16/13)
• Dot.Com (Social Media) Collapse? (SnapChat/Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter):
  • “Facebook’s feast can’t last forever” (WSJ, 10/31/13)
  • “Mobile ads fuel a jump in the profit as Facebook” (NYT, 10/31/13)
  • “Facebook status: big gains, but worries ahead” (WSJ, 10/31/13)
  • “Tech earnings help S&P 500 hit new high” (WSJ, 10/26/13)
  • [TOP TEN] “In New IPOs, profits aren’t the point” (WSJ, 10/11/13)
  • “Why I crave those dot-com days” (NYT, 10/6/13)
• Housing Bubble?: 
  • “London home prices stoke concerns of bubble” (WSJ, 10/22/13)
• New Economic Bubble?:
  • “Investors dive into mortgage banks” (WSJ, 10/30/13)
  • “Dow, S&P 500 notch new highs despite disappointing economic data” (LAT, 10/30/13)
  • “Surge in boom-era debt is signal of overheating” (FT, 10/19/13)
• New Financial Crisis Looming?:“Crumb of comfort if the S&P did ever drop to 400” (FT, 10/7/13)
• Reemergence of CDOs: “Regulators warn on rise of boom-era debt” (FT, 10/16/13)
• Shadow Banking Systems and MReits: “Fed probes banks’ exposure to mortgage vehicles” (FT, 10/28/13)
• Silicon Valley Technology Bubble (Twitter)?:
  • “Flaws and feuds helped Twitter fly the nest” (FT, 10/26/13)
  • “Twitter: a debutante that could be coming out pricey” (WSJ, 10/26/13)
  • “Twitter sets IPO price range at $17 to $20 a share” (LAT, 10/25/13)
  • “Twitter takes place in mobile pecking order” (WSJ, 10/25/13)
  • “Twitter sets IPO price at $17 to $20 a share” (NYT, 10/25/13)
  • “Twitter says IPO may value it at $11.1 billion” (WSJ, 10/25/13)
  • “A great big hole in Twitter’s IPO filing” (WSJ, 10/11/13)
  • “In Twitter’s IPO filing, signs that smart-up has matured” (NYT, 10/9/13)
  • “Twitter IPO puts insiders on sidelines” (WSJ, 10/5/13)
  • “Twitter faces new pressure to boost global ad revenue” (LAT, 10/5/13)
  • “Twitter’s got the whole world in its hands” (FT, 10/3/13)

September 2013

• A New Silicon Valley Tech Bubble: “From examples to excess in Silicon Valley” (NYT, 9/1/13)
• Dot.Com (Social Media) Collapse? (Facebook/LinkedIn/Zynga/Groupon/Pandora/Twitter/SnapChat):
  • “Facebook’s status among investors rises: It’s a darling” (LAT, 9/25/13)
  • “Facebook’s valuation” (FT, 9/20/13)
  • “A trading frenzy over oh-so-hot LinkedIn shares” (NYT, 9/11/13)
• Economic Models and the Two Financial Crises (2001, 2008): “Embracing economist who modeled the crisis” (NYT, 9/11/13)
• Housing Bubble?:
  • “Ready to jump into the Housing market? Read this first” (WSJ, 9/19/13)
  • “Mortgage insurers regain luster” (WSJ, 9/19/13)
  • “As homes go up, so does dirt they’re built on” (NYT, 9/8/13)
  • [TOP TEN]“Back from the bailouts” (FT, 9/4/13)
• Looser Bond Ratings Cited by S&P: “S&P bond deals are on the rise since it relaxed rating criteria” (NYT, 9/18/13)
• Market Bubbles: “How many ‘greater fools’ does it take to make a bubble?” (WSJ, 9/28/13)
• New Financial Bubble (Shiller v. Siegel): “Clash of the cape crusaders” (FT, 9/3/13)
• New Financial Crisis Looming?:“Wall Street’s top five banks face $1bn earnings cut” (FT, 9/30/13)
• Reemergence of CLOs: “CLO insurance hits highest level since before financial crisis” (FT, 9/30/13)
• Rehypothecation and the Lehman Experience: “Regulators take aim at recycled securities” (FT, 9/6/13)
• Revival of Securitizations: “Further QE erodes bank enthusiasm for securitisations” (FT, 9/24/13)
• SEC’s Chief of Enforcement During the Enron Era (Stephen Cutler)– New Role at JPMorgan: [TOP TEN]“When trying to follow rules isn’t enough” (NYT, 9/21/13)
• Securitisation of Jumbo Mortgages: “Jumbo US mortgage securitisation to jump” (FT, 9/6/13)
• Silicon Valley Technology Bubble (Twitter)?:
  • “Looking to Twitter to reignite tech IPO” (NYT, 9/16/13)
  • “The payday at Twitter many were waiting for” (NYT, 9/14/13)
  • “Twitter IPO plan: contrast Facebook” (WSJ, 9/14/13)
  • “#Twittersuccess isn’t #Facebookfail” (WSJ, 9/16/13)
  • “Hey Twitter: Tweet us some numbers” (WSJ, 9/14/13)
  • “How Twitter learned to spread its wings” (FT, 9/14/13)
  • “Twitter IPO: lacking hard data” (FT, 9/14/13)
  • “With Facebook’s tumultuous IPO in mind, Twitter tries to value its shares” (NYT, 9/14/13)
• Third Financial Collapse?: “A hedge fund manager who doesn’t mind a losing bet” (NYT, 9/25/13)
• Qwest CEO’s Prison Odyssey: [TOP TEN]“Former Qwest CEO Joseph Nacchio: Tales from a white-collar prison sentence” (WSJ, 9/28/13)

August 2013

• Causes of 2008-2009 Financial Crisis: “It took many cooks to make our bad financial crisis” (WSJ, 8/21/13)
• Clawbacks Post-Enron and Worldcom: “Clawbacks in word, not deed” (NYT, 8/4/13)
• Danger of 1997-1998 Asian Financial Crisis Repeat?: “Asia’s debt conundrum reawakens ghosts of 1990s crisis” (FT, 8/21/13)
• Dot.Com (Social Media) Collapse? (Facebook/LinkedIn/Zynga/Groupon/Pandora):
  • “Zillow falls as insiders sell shares” (WSJ, 8/21/13)
  • “Tech industry slips into a surprising slump” (LAT, 8/19/13)
  • “Three top Zynga executives are out” (WSJ, 8/14/13)
  • “New CEO Eric Lefkofsky has big ambitions for Groupon” (LAT, 8/9/13)
  • “As growth returns, Groupon ends CEO search” (WSJ, 8/8/13)
  • “Groupon names a new chief and logs a loss of $7.6 million” (NYT, 8/8/13)
  • “Social media: not clicking” (FT, 8/6/13)
  • “The nightmare is over” (WSJ, 8/5/13)
  • “Facebook shares touch a symbolic threshold” (NYT, 8/1/13)
  • “Facebook flirts with breakeven” (WSJ, 8/1/13)
  • “Facebook shares finally pass IPO price” (LAT, 8/1/13)
• Enron and Revolving Door: “Ex-prosecutor in Enron case coming back” (NYT, 8/20/13)
• Financial Deregulation, the Fed and Bubbles: “This age of bubbles” (NYT, 8/23/13)
• Housing Bubble?: 
  • “Home prices rise steeply in West, Sunbelt” (WSJ, 8/9/13)
• India Danger of Financial Crisis: “India tackles fear of a market crisis” (WSJ, 8/19/13)
• IPOs and Analyst Conflicts of Interest: [TOP TEN] “With IPOs on the rise, analysts get new scrutiny” (NYT, 8/12/13)
• Junk Bond Bubble?:
  • “European junk bond volumes rise as banks retrench” (FT, 8/23/13)
  • “European junk debt sales soar in US” (FT, 8/8/13)
  • “Warning lights are flashing in America’s credit markets” (FT, 8/3/13)
• Lessons Not Learned from 1997-98 Asia Financial Crisis: “The unsaved world” (NYT, 8/30/13)
• New Busting of Bubble (India and Energy Markets)?: “Tragedy in the three acts” (FT, 8/24/13)
• Stock Options Guilty Plea: “2 plead guilty in Vitesse Semiconductor stock options case” (LAT, 8/16/13)
• UBS Repayment of Swiss Government Bailout Loans: “UBS finishes repaying Swiss government for bailout” (NYT, 8/17/13)

July 2013

• Analyst Who Foresaw 2008 Banking Crisis:
  • “Clients come, go at research house” (WSJ, 7/8/13)
  • “Lunch with the FT: Meredith Whitney” (FT, 7/6/13)
• China’s Shadow Banking System and Credit Bubble:
  • [TOP TEN]“Money for nothing” (FT, 7/12/13)
  • “China faces a prolonged and difficult credit bubble workout” (FT, 7/9/13)
  • “Loan practices of China’s banks raising concern” (NYT, 7/2/13)
• Contagion, Inter Connecting and the “Feedback Loop”: [TOP TEN]“Dense feedback loops have heightened risk of contagion” (FT, 7/12/13)
• Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Zynga swearing off real-money gambling a good move, analysts say” (LAT, 7/27/13)
  • “Facebook’s add timeline overcomes the doubters” (FT, 7/26/13)
  • “Facebook quarterly results a ‘blowout’” (WSJ, 7/25/13)
  • “Facebook is erasing doubts on mobile” (NYT, 7/25/13)
  • “Facebook is on road to redemption” (WSJ, 7/25/13)
  • “Facebook’s revenue surprises” (WSJ, 7/25/13)
  • “Zynga discloses pay package for its new chief executive” (NYT, 7/4/13)
  • “Don Mattrick’s mobile challenge as he takes Zynga role” (FT, 7/3/13)
  • “Ex-Groupon chief Andrew Mason turns to music for motivation” (FT, 7/3/13)
  • “Zynga tries a new CEO” (WSJ, 7/2/13)
  • “Zynga hires Xbox boss to initiate turnaround” (NYT, 7/2/13)
• Housing Bubble?: 
  • “US housing recovery ‘in full swing’ as home prices soar in May” (LAT, 7/31/13)
  • “Flipping again for SoCal housing” (LAT, 7/29/13)
  • “Housing recovery increasingly prices out first-time buyers” (WSJ, 7/23/13)
  • “Home price rebound has look of a boom” (LAT, 7/18/13)
  • “Central bankers hone tools to pop bubbles” (WSJ, 7/9/13)
  • “A dizzying condo market” (NYT, 7/3/13)
• Ireland Bailout in Fall of 2008: “In Ireland, dire echos of a bailout gone awry” (NYT, 7/5/13)
• Junk Bond Bubble?:“Junk jumps as bonds boom” (WSJ, 7/20/13)
• Synthetic CDO:
  • “Heard the one about the CDO that actually wasn’t? Don’t ask?” (WSJ, 7/30/13)
  • “Italy inspects finances of deteriorating banks” (WSJ, 7/30/13)
• Tyco CEO Kozlowski Prison Sentence: “Kozlowski loses bid for release from prison” (WSJ, 7/3/13)
• Wall Street Reading: “Essential Wall Street summer book list” (NYT, 7/2/13)

June 2013

• CEOs and Banking: “RBS headhunter starts search for anti-hero” (FT, 6/15/13)
• Derivatives: Misuse as “Weapons of Mass Deception” (Enron and More Recent Cases): [TOP TEN]“Weilding derivatives as a tool for deceit” (NYT, 6/28/13)
• Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Google’s effort to skirt regulation may invite more scrutiny” (NYT, 6/19/13)
  • “Not much of a discount at Groupon” (WSJ, 6/17/13)
  • “Facebook hit by fears over long-term prospects” (FT, 6/7/13)
  • “Zynga’s virtual pain” (WSJ, 6/5/13)
  • “Continuing to reduce costs, Zynga lays off 520 employees” (NYT, 6/4/13)
  • “Zynga to cut 18% of workforce to pre-IPO level” (WSJ, 6/4/13)
  • “Zynga to cut 18% of workforce” (LAT, 6/4/13)
• Enron, Ethical Meltdowns, and the IRS Scandal: “What Enron and the IRS have in common” (WSJ, 6/6/13)
• Housing Bubble?: 
  • “Run up in mortgage rates raises questions about housing recovery” (LAT, 6/26/13)
  • “Soaring home prices raise fear of bubble” (LAT, 6/26/13)
  • “Housing market shrugging off rise in mortgage rates” (NYT, 6/26/13)
  • “Fears of new housing bubble full of air” (WSJ, 6/17/13)
  • “Area home prices soar 24.7%” (LAT, 6/12/13)
  • “As home sales heat up again, buyers must resort to cold cash” (NYT, 6/9/13)
  • “Wall St. buyers behind the rise in house prices” (NYT, 6/4/13)
• Junk Bond Bubble?:
  • “Junk bond investors burn in Fed retreat” (FT, 6/25/13)
  • “European groups dive into ‘junk’ bonds for cheap finance” (FT, 6/7/13)
• Skilling Sentence:
  • “Former Enron CEO’s sentence cut to 14 years” (WSJ, 6/22/13)
  • “Sentence is cut for former Enron CEO” (LAT, 6/22/13)
  • [TOP TEN]“Ex-Enron chief’s sentence is cut by 10 years, to 14” (NYT, 6/22/13)
  • [TOP TEN]“White-collar sentences get a fresh look” (WSJ, 6/20/13)
• Synthetic CDO:
  • “Bid to relaunch synthetic CDO unravels” (FT, 6/17/13)
  • “These CDO names don’t cry ‘wolf’” (WSJ, 6/10/13)
  • “‘Frankenstein’ CDOs have twitched back into life again” (FT, 6/7/13)
  • [TOP TEN]“One of Wall Street’s riskiest bets returns” (WSJ, 6/5/13)

May 2013

• Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Hazards of the buzzy startup” (WSJ, 5/21/13)
  • “Before Tumblr, founder made mom proud. He quit school” (NYT, 5/21/13)
  • “New Groupon CEO unlikely until next year” (WSJ, 5/16/13)
  • “Groupon strikes a new deal” (WSJ, 5/9/13)
  • “Groupon Surprises on Higher Revenue” (WSJ, 5/9/13)
• Dot com-like bubble?: “Dow Vaults Over 15000” (WSJ, 5/8/13)
• Elastic bubble?: “Bernanke, Blower of Bubbles?” (NYT, 5/10/13)
• European Bank Failures: “In Europe, a warning on the rising risk of bank failures” (NYT, 5/30/13)
• Facebook IPO:
  • “A year after its debut, Facebook still looks overpriced” (WSJ, 5/19/13)
  • “The Facebook IPO, one year later” (WSJ, 5/17/13)
  • “Facebook fights to stay down with the kids” (FT, 5/17/13)
• Housing Bubble?: 
  • “Home prices surge in April” (LAT, 5/15/13)
  • “Home prices continue to climb” (LAT, 5/1/13)
  • “Housing market accelerates” (WSJ, 5/1/13)
• Junk Bond Bubble?:
  • “Bond investors break pattern, dump ‘junk’” (WSJ, 5/31/13)
  • “Investors warned on the dash for junk bonds” (FT, 5/16/13)
  • “US borrowers leap on growing investor hunger for junk bonds” (FT, 5/10/13)
  • “Yields on Junk Bonds Reach New Low” (WSJ, 5/9/13)
  • “Yield hunters spark junk bonds frenzy” (FT, 5/9/13)
  • “Yields on Junk Bonds reach new low” (WSJ, 5/9/13)
  • “Repairing wisdom on ‘junk‘” (WSJ, 5/7/13)
• New Bubble – Irrational or Rational Exuberance?: “Rational exuberance still points towards stocks” (FT, 5/11/13)
• Risk of “Reaching for Yield” and “Financial Bubbles”: “Bernanke warns against risk-taking” (FT, 5/11/13)
• Skilling’s Appeal:
  • “Skilling in deal to cut jail term” (FT, 5/9/13)
  • “Jail time may be cut for ex-Enron CEO” (LAT, 5/9/13)
  • “Enron’s Skilling Strikes a Deal for a Shorter Prison Sentence” (NYT, 5/9/13)
  • “Ex-Enron CEO Cuts Jail Deal” (WSJ, 5/9/13)
• Skilling Sentence:“Skilling doesn’t deserve a break” (LAT, 5/19/13)

April 2013

• Enron Skilling Appellate Attorney: [TOP TEN] “Obama pushes choice to join appeals court” (NYT, 4/10/13)
• Lessons from the Past: “UK banks must learn lessons from mistakes of the past” (FT, 4/16/13)
• Mortgage REIT Bubble?: “Regulators worry mortgage REITs present threat to financial system” (WSJ, 4/19/13)
• New Bubble – Apple?:“Apple Has an Identity Crisis” (WSJ, 4/23/13)
• New Housing Bubble?: 
  • “Re-inflating the bubble” (NY Post, 4/21/13)
  • “Droves of buyers revive memory of housing bubble” (FT, 4/19/13)
  • [TOP TEN]“Economic revival efforts lead to worries of a bubble” (NYT, 4/18/13)
  • “Home prices rise in March” (LAT, 4/18/13)
  • “Is the Fed blowing a new housing bubble” (WSJ, 4/10/13)
  • “Housing prices are on a tear, thanks to the Fed” (WSJ, 4/8/13)
• Regulating Capital Trades: “Seeking relief, banks shift risk to murkier corners” (NYT, 4/11/13)
• Rise and Fall of Apple: “After Apple’s rise, a bruising fall” (NYT, 4/19/13)
• Skilling’s Appeal:
  • “Enron fraudsters fight might pay off” (FT, 4/6/13)
  • “Enron figure may be resentenced” (LAT, 4/5/13)
  • “Enron fraudster Skilling holds talks on early release from jail” (FT, 4/5/13)
  • “Lawyers for Enron’s Skilling are trying to reduce his 24-year prison sentence” (NYT, 4/5/13)
  •  “Ex-Enron CEO could get shorter sentence” (WSJ, 4/5/13)
• Stock Bubble?: “Sundown in America” (NYT, 4/1/13)
• Subprime Securities: “Sales of subprime car debt securities accelerate” (FT, 4/6/13)
• Subprime Mortgages – a Comeback?: “A wary return to risky lending” (LAT, 4/27/13)

March 2013

• Apple: “Apple inspires magical thinking” (LAT, 3/24/13)
• Bond Collapse like 1994: “The ghosts of 1994” (FT, 3/20/13)
• Danger of ‘Junk Bonds’ Boom?: “Bond investors take action in bearish play on ‘junk’ debt” (FT, 3/9/13)
• Junk Bonds Bubble?: 
  • “As the pace of China’s junk bond sales grows, so do worries” (NYT, 3/29/13)
  • “‘Junk’ bonds signal trouble” (WSJ, 3/23/13)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Hello, I must be going” (NYT, 3/3/13)
  • “Groupon: Challenge is reinvention” (FT, 3/3/13)
  • “Life in the slower lane o offer for Groupon” (FT, 3/3/13)
  • “Struggling Groupon ousts its quirky CEO” (WSJ, 3/1/13)
  • “Groupon dismisses chief after a dismal quarter” (NYT, 3/1/13)
  • “Groupon stumble cements Mason’s fall” (WSJ, 3/1/13)
  • “Struggling Groupon ousts top executive” (LAT, 3/1/13)
• New Housing Bubble?: 
  • “Investors pile into housing, this time as landlords” (WSJ, 3/25/13)
  • “No housing-bubble redux any time soon” (WSJ, 3/18/13)
  • “Overheard” (WSJ, 3/15/13) 
• “Synthetics”: “Citi sails back into ‘Synthetics’” (WSJ, 3/29/13)

February 2013

• Danger of ‘Junk Bonds’ Boom?:
  • “Funds in two minds on junk bonds” (FT, 2/19/13)
  • “There is a rational basis for buying junk” (FT, 2/16/13)
  • “Big hedge funds lead bets against junk bonds” (FT, 2/14/13)
  • “Firms circle back to lower borrowing costs” (WSJ, 2/13/12)
  • “Hunt for yield sows junk-bond boom” (WSJ, 2/13/12)
  • “FED Governors raises the specter of a bubble in Junk bonds” (NYT, 2/8/13)
• S&P $5bn Lawsuit: [TOP TEN] “In actions, S&P risked Anderson’s faith” (NYT, 2/8/13)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Groupon lands with a thud” (WSJ, 2/28/13)
  • “LinkedIn rallies while its web peers lose luster” (WSJ, 2/28/13)
  • “The benefits of Groupon therapy” (WSJ, 2/26/13)
  • “NASDQ faces Facebook fine” (WSJ, 2/6/13)
  • “Zynga’s game looks mixed” (WSJ, 2/6/13)
  • “Tested by mobile , Zynga aims to rebound” (NYT, 2/6/13)

January 2013

• Danger of ‘Junk Bonds’ Boom?: 
  • “Record low yield in ‘dash for trash‘” (FT, 1/25/13)
  • “Rush to junk raises boom-era fears” (FT, 1/19/13)
• Goldman Sachs Jury Trial Involving Lernout & Hauspie Accounting Fraud: 
  • [TOP TEN] “Lessons for entrepreneur in the rubble of a collapsed deal” (NYT, 1/30/13)
  • [TOP TEN] “Goldman overcomes its latest headache” (NYT, 1/25/13)
  • “Goldman Sachs fights proxy plan” (WSJ, 1/24/13)
  • “Goldman is cleared over sale gone awry”  (NYT, 1/24/13)
• Manipulation of the California Energy Market: “In SEC’s actions, a hint at a tougher stance” (NYT, 1/24/13)
• New Real Estate Bubble?:  “Prices rise, and so do fears of a bubble” (LAT, 1/30/13)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Facebook on collision course with Google on web searches” (WSJ, 1/16/13)
  • “Facebook shares rally above $30” (WSJ, 1/10/13)
  • “Dispute between game makers gets messy” (LA Daily Journal, 1/3/13)
• Nortel Senior Executives Acquitted:
  • “Ex-Nortel leader is acquitted” (WSJ, 1/15/13)
  • “Three former top Nortel executives are acquitted of fraud involving bonuses” (NYT, 1/15/13)

December 2012

• Auditing/Consulting Conflict for the Big 4 Auditing Firms: “Eyebrows go up as auditors branch up” (WSJ, 12/7/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Several reputations battered by Facebook’s market debut” (FT, 12/30/12)
  • “JP Morgan’s latest deal takes the bloom off Groupon” (WSJ, 12/21/12)
  • “Groupon CEO deflects questions on takeover” (WSJ, 12/12/12)
  • “Groupon stock advances 23%” (LAT, 12/8/12)
  • “Zynga takes gambling step in Nevada” (WSJ, 12/6/12)
• Olam: “Risk taker shows off his righteous side” (FT, 12/7/12)
• Short Seller and Accounting Allegations (Muddy Waters Research): “Olam / Muddy Waters” (FT, 12/5/12)

November 2012

• Barclays: $100 million fine for Energy Manipulation:
  • “An Energy regulator vs. Wall Street” (NYT, 11/2/12)
  • “Bank fighting battle on several fronts” (FT, 11/2/12)
  • “Barclay’s case shocks energy market” (FT, 11/2/12)
  • “Barclays faces fresh blow as US energy watchdog eyes $100m fine” (FT, 11/1/12)
• Conrad Black: “Lunch with the FT: Conrad Black” (FT, 11/10/12)
• Danger of ‘Junk Bonds’ Boom?: “The “Junk” is back in Junk Bonds” (NYT, 11/2/12)
• Hewlett-Packard’s $9 Bn Accounting Problem:
  • “Down in the Valley” (FT, 11/24/12)
  • [TOP TEN] “HP claim highlights a gray area in software sales” (NYT, 11/21/12)
• JP Morgan’s Energy Manipulation Investigation: “New JP Morgan Jam” (WSJ, 11/16/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Groupon board keeps Mason on as its CEO” (WSJ, 11/30/12)
  • “Groupon chief feels the heat” (FT, 11/29/12)
  • “Groupon CEO says he’s right for the job” (WSJ, 11/29/12)
  • “Investors cool on FourSquare” (WSJ, 11/21/12)
  • “The Education of Zynga’s Founder” (WSJ, 11/16/12)
  • “Facebook bucks slump” (WSJ, 11/15/12)
  • “Facebook gains even as more shares become available” (NYT, 11/15/12)
  • “Zynga makes more changes” (WSJ, 11/14/12)
  • “Investors can’t take Groupon’s cash to the bank” (WSJ, 11/13/12)
  • “Groupon comes up short” (WSJ, 11/9/12)
  • “Facebook’s friends left early” (WSJ, 11/5/12)
  • “Facebook shares fall as stock lock-up ends” (LAT, 11/1/12)
• Short Seller and Accounting Allegations (Muddy Waters Research): “Muddy Waters Report attacks OLAM over accounting gaffes” (FT, 11/28/12)

October 2012

• Danger of ‘Junk Bonds’ Boom?:
  • “Fund managers warn of end to America’s ‘junk’ bond rally” (FT, 10/12/12)
  • “Investors jump off the ‘Junk’ pile” (WSJ, 10/5/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora):
  • “Lawyer wants out of Facebook” (LAT, 10/31/12)
  • “Facebook shares soar on solid revenues” (FT, 10/25/12)
  • “Zynga shares bounce back” (LAT, 10/25/12)
  • “Zynga, survival at stake, beats forecasts” (NYT, 10/25/12)
  • “Beset by losses, Zynga gambles” (WSJ, 10/25/12)
  • “Zynga to cut jobs, drops some gains” (WSJ, 10/24/12)
  • “Zynga trims 150 jobs closes 13 games in cost cutting move” (LAT, 10/24/12)
  • “Facebook reports mobile ad gain” (FT, 10/24/12)
  • “‘Farmville 2′ tests Zynga’s durability” (WSJ, 10/22/12)
  • “Zynga finds Facebook gamers reluctant to spend” (FT, 10/6/12)
  • “Zynga- flawed game plan” (FT, 10/6/12)
  • “Investors suffer with Zyngs losing the game of phones” (WSJ, 10/6/12)
  • “Silicon Valley’s stock funk” (WSJ, 10/6/12)
  • “Zynga stock sinks after it cuts outlook” (LAT, 10/6/12)
  • “Zynga, maker of online games, expects a loss for the quarter” (NYT, 10/5/12)
  • “Hit machine, Zynga hits again” (WSJ, 10/5/12)
  • “Facebook: One billion and counting” (WSJ, 10/5/12)
  • “Facebook tops 1 billion users, reaching historic milestone” (LAT, 10/5/12)
  • “Facebook reaches 1bn users” (FT, 10/5/12)
• IPOs:
  • “Two Strong IPOs” (NYT, 10/12/12)
  • “Four IPOs surge on first day of trading” (LAT, 10/12/12)
• Investigation of Facebook IPO and analyst:
  • “Citigroup fined $2 million over Facebook IPO; analyst fired” (LAT, 10/27/12)
  • “Citi fires web analyst after lapses” (WSJ, 10/27/12)
  • “Citigroup pays fine and fires star analyst” (NYT, 10/27/12)
  • “Citi analysts fired over links to journalists” (FT, 10/27/12)
• Junk Bonds: “Junk bonds are growing more popular, even as they become riskier” (NYT, 10/29/12)
• Private Equity “Dividend Recapitalizations”: “Debt fuels a dividend boom” (WSJ, 10/19/12)
• Rise of Silicon Valley: “Silicon Valley is doing it again” (LA Daily Journal, 10/26/12)
• Tyco: “Breen looks back on putting out Tyco’s fires“ (WSJ, 10/3/12)

September 2012

• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon/Pandora): 
  • “Facebook stock jumps after CEO speaks” (LAT, 9/13/12)
  • “Zuckerberg admits to missteps” (WSJ, 9/12/12)
  • “Facebook CEO Mark Zuckerberg: ‘We care about our shareholders’” (LAT, 9/12/12)
  • “Another Zynga executive leaves” (LAT, 9/11/12)
  • “Zynga loses another executive” (WSJ, 9/11/12)
  • “Is Facebook a bargain now?” (WSJ, 9/8/12)
  • “Facebook’s dismal IPO is emboldening the reformers” (FT, 9/8/12)
  • “Big patent verdicts bring judicial scrutiny” (LA Daily Journal, 9/6/12)
  • “Facebook plays defense” (WSJ, 9/5/12)
  • “Facebook moves to aid its shares” (NYT, 9/5/12)
  • “Facebook CEO won’t sell shares for one year” (LAT, 9/5/12)
  • “The man behind Facebook’s IPO debacle” (NYT, 9/4/12)

August 2012

• FINRA Settlement re Chinese Wall Between Analyst Research and Investment Banking: 
  • “Regulator fines bank for analysts violations” (NYT, 8/23/12)
  • “FINRA fines firm, alleges research violations” (WSJ, 8/23/12)
• Misuse of Related Companies?: “Regulators probe ‘captives‘” (WSJ, 8/6/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon): 
  • “Tapping the market for start-ups of fund falters” (NYT, 8/30/12)
  • “Lessons learned from Apple, Facebook” (WSJ, 8/28/12)
  • “Morgan Stanley funds in big Facebook debt” (WSJ, 8/24/12)
  • “Groupon’s risk of traveling salesmen” (WSJ, 8/22/12)
  • “The Facebook frown” (NYT, 8/21/12)
  • “Groupon shares tumble on worries over growth” (LAT, 8/21/12)
  • “Early Facebook investor Peter Thiel unloads stake (WSJ, 8/21/12)
  • “Groupon investors give up” (WSJ, 8/20/12)
  • “Anti-social media” (FT, 8/18/12)
  • “Cancelled a mansion: Facebook staffers put off a dream for now” (LAT, 8/18/12)
  • “Ready to ditch the deal” (NYT, 8/18/12)
  • “For it’s shares to rebound, Facebook needs to project more magic” (NYT, 8/18/12)
  • “When the network effect goes into reverse” (NYT, 8/18/12)
  • “Facebook awaits an index ‘like‘” (WSJ, 8/18/12)
  • “Facebook investors cash-out” (WSJ, 8/17/12)
  • “Facebook shares hit new low as Lockup ends” (NYT, 8/17/12)
  • “Groupon hits growth wall” (WSJ, 8/14/12)
  • “The new deal at Groupon isn’t enough” (WSJ, 8/14/12)
  • “Groupon’s shares fall on results, joining Zynga and Facebook in a decline” (NYT, 8/14/12)
  • “Digging into online coupon firm’s dealings” (WSJ, 8/13/12)
  • “Groupon staff feel the heat” (WSJ, 8/13/12)
  • “A steep climb back” (NYT, 8/13/12)
  • “Zynga shuffle casts out John Schappert” (LAT, 8/9/12)
  • “Operating Chief levels Zynga” (WSJ, 8/9/12)
  • “Zynga’s rocky shift to mobile” (WSJ, 8/6/12)
  • “Zynga’s zinger” (WSJ, 8/3/12)
  • “Facebook shares now worth about half their IPO price” (LAT, 8/3/12)
  • “Facebook slide continues despite the company’s reach and the market’s hope” (NYT, 8/2/12)
  • “An about-face on Facebook stock” (WSJ, 8/2/12)
  • “UBS updates Facebook status” (FT, 8/1/12)
  • “Facebook plunges to all-time low, taking loss to 42.9% since launch”(FT, 8/1/12)
  • “In picking Facebook shares, repeating the past mistakes” (NYT, 8/1/12)
  • “Facebook losses slice UBS profits” (WSJ, 8/1/12)
  • “Zynga reshuffles its senior executives” (WSJ, 8/1/12)
• Repealing Glass-Steagall Act/Sandy Weill:
  • “Citi chief rejects calls for bank splits” (FT, 8/21/12)
  • “As banking titans reflect on errors, few pay any price” (NYT, 8/2/12)
• Tyco Imprisoned CEO (Kozlowski): “Tyco, former CEO, settle dispute” (WSJ, 8/13/12)

July 2012

• Criminal Prosecution Under Sarbanes-Oxley: “Laws big weapon sits idle” (WSJ, 7/30/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon):
  • “Social-media stock frenzy fizzles” (WSJ, 7/28/12)
  • “Facebook delivers an earnings letdown” (NYT, 7/27/12)
  • “In sliding internet stocks, some hear echo of 2000” (NYT, 7/27/12)
  • “What next for Facebook stock?” (LAT, 7/27/12)
  • “Facebook wrestles with identity crisis” (LAT, 7/27/12)
  • “Facebook’s slow dance with markets” (WSJ, 7/27/12)
  • “At Zynga, business game is tough” (WSJ, 7/27/12)
  • “Facebook shares hit as ad growth slows” (FT, 7/27/12)
  • “Zynga posts loss, slashes outlook, shares tank” (WSJ, 7/26/12)
  • “Technology stocks dragged down by Apple” (FT, 7/26/12)
• New Silicon Valley?: “Beyond the bubble in Silicon valley” (NYT, 7/23/12)
• Repealing Glass-Steagall Act/Sandy Weill:
  • “No great divide at Citi” (WSJ, 7/31/12)
  • “A big bankers belated change of heart” (NYT, 7/27/12)
  • “Breaking up is hard to do” (WSJ, 7/28/12)
  • “Sandy Weill still doesn’t have the answer” (WSJ, 7/28/12)
  • “Weill changes his banking tune” (FT, 7/28/12)
  • “Why Citi’s architect now thinks small is beautiful” (FT, 7/28/12)
  • “Sandy Weill stages an epic conversation” (FT, 7/27/12)
  • “Breaking up the megabanks” (LAT, 7/27/12)
  • “Big-bank pioneer now seeks break-up” (WSJ, 7/26/12)
  • “Sandy Weill regrets breaking glass” (WSJ, 7/26/12)
  • “Break up big banks, says ex-Citi chief Weill” (FT, 7/26/12)
  • “A deal maker’s doubts” (NYT, 7/26/12)
• Salomon Brothers: “The spectacular rise and fall of Salomon brothers” (Business Insider, 7/3/12)
• Sarbane/Oxley Accountants: “Ten years after Sarbox, time for an audit of the auditors” (FT, 7/30/12)

June 2012

• Enron and Insider Trading Cases: “Balancing lies and thievery” (NYT, 6/19/12)
• McKesson Chairman (Charles McCall): “Supreme Court lets stand ex-chairman’s conviction” (WSJ, 6/19/12)
• New Dot.Com (Social Media) Collapse? (Facebook/Zynga/Groupon): “The high value of discount prices” (Book review of Groupon’s Biggest Deal Ever by Frank Sennett) (WSJ, 6/23/12)

• Volker Rule: “Reinstating an old rule is not a cure for crisis” (NYT 5/22/12)