Previously
on MoreLiver’s:
EUROPE
Brussels blog round
up 8 – 14 February – Europp
/ LSE
Swiss referendum, Letta resigns, and what next in the Scottish currency
debate?
Dutch angst: We need
to talk about Europe – The
Economist
A report on the benefits of leaving is flawed, but it ignites a new
debate
Charlemagne:
Switzerland’s crossbow – The
Economist
The referendum on Europe's freedom of movement will have big
consequences
For a Euro Community – Bruegel
A new momentum can and must be given, and a new milestone reached. The
time is now.
Right-Wing Makeover
The Spindoctor Behind the New Front National – Spiegel
France's right-wing populist party Front National stands to make significant
advances in upcoming local elections and in the European vote in May. One
reason for its current success is 32-year-old chief strategist Florian
Philippot.
Benoît Cœuré:
Exchange of views on the ECB's role in the troika – BIS
Benoît Cœuré, Member of the Executive Board of the ECB, before the
Economic and Monetary Affairs committee, Brussels, 13 February 2014.
Leaked ‘issues note’:
Who pays for EU bank bailouts? – alphaville
/ FT
ECB Update – Marc to Market
Recap: Euro-Zone Growth Gets Stronger – WSJ
The euro zone’s long-delayed recovery is finally taking root – Quartz
OTHER
Marijuana is now
legal for US banks, too – Quartz
The Most Overused
Analogies in Finance – Common Sense
Buffett's Pal Munger
Heads a Very Weird Company – BB
Sir John Templeton:
The Last Yankee – Crossing
Wall Street
In the future, his
life will serve as a reminder of another, older America, where money wasn’t everything and character
was ultimately an individual’s greatest asset.
What I Learned From Ray Dalio
– Morningstar
Lessons from the world's greatest macro investor.
Debt and Growth: Is
There a Magic Threshold? – IMF
Debt and Growth:
There is No Magic Threshold – Economist’s
View
IMF Paper Refutes
Rogoff, Reinhart Debt Study – WSJ
Credit Suisse Global Investment
Returns Yearbook 2014 – Credit
Suisse
Sensation Seeking, Overconfidence,and
Trading Activity – Aalto
Mark Grinblatt, Matti Keloharju, 2008: This study analyzes the role that
two psychological attributes - sensation seeking and overconfidence- play in
the tendency of investors to trade stocks.
The Checklist
Manifesto: How to Get Things Right – Farnam Street
Get a PhD—but leave
academia as soon as you graduate – Quartz
Mooconomics – The Grumpy
Economist
Thoughts on the future and economic structure of moocs (massively open
online classes).
FINNISH
Suomen kilpailukyvyn lyhyt historia – Roger
Wessman
Euroalueen piristyminen jatkuu ennakoidusti – Roger
Wessman
Wahlroosin varoittelut pätevät vain osin – TalSa
Björn Wahlroos varoittaa pankkien
vakavaraisuusvaatimusten kiristämisestä, mutta hänen argumenttinsa pätevät vain
osin. Kiristäminen osuisi myös hänen pankkivoittoihinsa.
Sdp:n johto repesi eri linjoille
talouskiristysten aikataulusta – HS
Puoluesihteeri Paananen: Sdp kanta täysin
yhtenäinen säästöjen jaksottamisessa – HS
Valtionvarainministeri
Jutta Urpilainen (sd) ja Sdp:n puoluesihteeri Reijo Paananen antoivat samaan
aikaan vastakkaiset lausunnot.
Matkalla taantumaan... taas – Henri
Myllyniemi / US
Virallista talousoptimismia havaittavissa
vaalien alla – Tyhmyri
Ettei vain
olisi aiheetonta vaalipropagandaa
Arvaa kuka populisti? (osa 4) – Juhani
Huopainen / US