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Appetite for the Greenback Sated
Across the Curve — From Bloomberg news a story that India has joined the chorus of those talking diversification.

July 4th Weekend Linkfest!
The Big Picture — Its been a while since we’ve had a full blown weekend linkfest, and given the long holiday weekend, why not? Its time for some random linkage. These are the articles, columns and links that caught my eye recently. (Some sites require registration) Let’s get clickin’ ! Trading & Investing • Stock analysts say outlooks will be key amid dark earnings: With expectations low, some market watchers expect surprises to the upside  (Marketwatch) • Michael Lewis: The Man Who Crashed the World (Vanity Fair) More on the AIG FP debacle comes to light • Is Goldman ...

Greed. A Lesson In American History
The Wild Investor - Stock Market Advice and Education — Happy 4th of July weekend, or whatever is left of it. Here are some good financial articles to get you pumped for the week and dare I say “disruptive” 3rd quarter? Motley Fool looking to open a mutual fund. Good idea? (Howard Lindzon) 5 stocks to bet against. Shorters on alert. (Barrons) Why Canadian banks don’t have their own version of Girls Gone Wild. (The Big Picture) India joins the bandwagon. U.S racking up dollar haters. (Bloomberg) Still don’t see why people are saying the job market is ...

China, the Wild Card — Seven Notes
The Aleph Blog — 1) Is China really growing or not?  Wait, is that a stupid question, or what?  Of course China is growing, and pulling the global economy out of the ditch as well.  Read this report from Time.  Uh, maybe not.  What if it is all a lending bubble? Michael Pettis seems to think so, and I rely on his insights: RMB 1.5 trillion in new Chinese lending — can we turn this thing off? and, I wasn’t impressed by China’s high reserve and GDP growth numbers. Also this article from Bloomberg. And this comment from Andy Xie of Morgan Stanley.  This makes me less bullish on energy and ...