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If the economy's stagnant, why are stocks up? The answer is disturbing.
slate.com - 17 days ago
If the economy's stagnant, why are stocks up? The answer is disturbing.
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Here's a puzzle: The stock markets are doing very well, yet the performance of the underlying economy doesn't seem to justify optimism. The buoyant S&P 500 has risen 53 percent since the March bottom . And while the economy expanded at a 3.5 percent rate in the third quarter , unemployment is ...

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Economist's View:  links for 2009-11-03

Stefan Karlsson's blog:  Globalization Helps Decouple U.S. Stock Market From U.S. Economy

FT Alphaville:  Further reading

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links for 2009-11-03
Economist's View — ... New theory on fairness in economics targets CEO pay - EurekAlert If the economy's stagnant, why are stocks up? The answer is disturbing - Daniel Gross ...

Globalization Helps Decouple U.S. Stock Market From U.S. Economy
Stefan Karlsson's blog — While there are other reasons (including over optimistic expectations about the future) for the stock market rally, Daniel Gross points to how globalization creates a decoupling between the U.S. economy and the U.S. stock market. I discussed this factor previously ...

Further reading
FT Alphaville — Elsewhere on Wednesday, - If the economy’s stagnant, why are stocks up ? - The edge: a golden opportunity remains. - On the clash of economic theories (and commentators). - John Paulson once had self-doubts. - A curious meeting at the US Treasury. - The women who made it on Wall Street:  Lessons from Krawcheck . - Burlington — not so Buffett-like . - Over-analysing Buffett’s big train-set purchase . - Gasparino calls out the sell-outs. - A creeping power-grab in Washington DC . - Gasp! Fund manager ...

Guest Post: One Reason that the Stock Market is Rising While Unemployment is Soaring
naked capitalism — ... Daniel Gross points out that part of the reason that the American stock markets are going up even though unemployment is rising and the real economy suffering is because multinational corporations headquartered in the U.S. are experiencing strong sales abroad: ...

Monday morning links
The Mess That Greenspan Made — ... Against a Wall of Debt, Part II - NewsWeek India's big vote for a gold rally - MSN Money Inside the Global Gold Frenzy - NY Times Get these links delivered to your inbox every day. MARKETS/INVESTING Oil jumps toward $79 on hurricane, dollar - Reuters Dollar down again as G20 backs ongoing stimulus - AP Hedge funds pour money into gold, silver, copper - Commodity Online The Mystery of the Rising Stock Market - Slate The Second Wave Begins - Hussman ...

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