Readable - 31/10/11

Finance/Economics:

The Euro deal: No big bazooka - The Economist

So many bailout questions - Financial Times

Europe looks to China - Patrick Chovanec

The creeping Eurozone credit crunch - Credit Writedowns

Europe just eviscerated the sovereign CDS market - Credit Writedowns

Mandatory Greek CDS post - Matt Levine/Dealbreaker

Europe's dying bank model - Gene Frieda/Naked Capitalism

We are all Greeks - Zero Hedge

More than 80% of hedge funds underwater - Stephen Taub/Institutional Investor

Watch out for China's 'freak' economy - Brett Arends/Marketwatch

Shanghai bans large property price discounts - Also Sprach Analyst

Soaring Indian realty ambitions belie rocky foundations - Henry Foy/Reuters

Political/Social:

Seven billion - Joel E. Cohen/New York Times

Indian government fueling further inflation - R. Jagannathan/Firstpost

Indian government planning to mug cash-rich PSUs? - R. Jagannathan/Firstpost

Readable - 26/10/11

Finance/Economics:

It's all connected: A spectator's guide to the Euro crisis - New York Times

Eurozone summit - despair and backbiting in the corridors of power - The Telegraph

Penny wise and Euro foolish - John Hussman

Winding up the Euro in an orderly fashion impossible - Tim Harford

Is the Euro driving the S&P500? - Credit Writedowns

Greek haircuts and Greek myths - the details - Financial Times

Greece in a state of shock as Troika reforms take effect - Patrick Cockburn/The Independent

Run on Greek banks underway? - Mish

Argentina's post-default economic success - Naked Capitalism

The Irish lesson - It's the competitiveness, stupid - Henry Kaspar/Kantoos Economics

Cash crash for Wenzhou's private loan network - Caixin

Pure hilarity: A chef built a railway bridge in China - Also Sprach Analyst

Japanese stocks and the generational struggle - Blogvesting

Felix Zulauf: The die is cast - The Big Picture

The Epileptic Economy - Max Roeder/Big Think

Video - Meltdown: Part 4 of 4 of an investigation of the 2008 financial crisis - Al-Jazeera


Political/Social:

India's shame: Over 2000 children died of malnutrition in Raichur district over 3 years - IBN

Readable - 22/10/11

Finance/Economics:

Italians leave fear of debt crisis to others - Spiegel

Is Germany to blame for the European mess? - Kantoos Economics

'Chaos' is a Greek word - The Guardian

Eurozone rescue going off the rails - Naked Capitalism

'Six-day marathon of lies, deceit underway - Mish

Humor - The EFSF as a hedge fund - Peter Tchir/Zero Hedge

Debt panic in China's Wenzhou - New York Times

Student loan bubble to exceed $1 trillion - Zero Hedge

The Rupee hits 50 to the dollar, here's why - Firstpost (they forgot to include the larger-than-budgeted fiscal deficit among the reasons)

India tightens purse strings - Firstpost


Political/Social:

The science of irrationality - Jonah Lehrer/Wired

This is how Indians pay more for fuel - Tehelka (ignore the last two paragraphs)

Indian population rising more than food production fueling inflation - Firstpost

Hunger kills 500 kids yearly in Melghat, Maharashtra - IBN

Readable - 19/10/11

Finance/Economics:

Europe's other bank problem - Credit Writedowns

Why a 50% haircut on Greek bonds won't work - Zero Hedge

The math behind the latest rumored European plan - Zero Hedge

Leveraged EFSF doomed to fail - Louise Bowman/Euromoney

Europe - Just getting warmed up - John Hussman

When No. 1 financial-strength ranking spells doom - Jonathan Weil/Bloomberg

Germany backing Italy seen as key to Europe's bank crisis - Bloomberg

Europe's lost decade as $7 trillion loan crunch looms - Ambrose Evans-Pritchard

The student loan bubble in the US - Zero Hedge

Chinese banks deteriorate, Loan sharks come knocking - Mish

Interactive global debt clock - The Economist

Cash is king - even in a bull market - Mark Hulbert/Marketwatch

Video- Meltdown: Part 3 of 4 of an investigation of the 2008 financial crisis - Al-Jazeera




Political/Social:


Heart-wrenching video of moral deterioration in China - Mish  (not for the faint of heart)

Why coal, power and oil prices have nowhere to go but up in India - Firstpost

Readable - 12/10/11

Finance/Economics:

Mechanics of a Euro breakdown - Izabella Kaminska/Finacial Times (Leaving the Euro is easier said than done)

"The greatest threat to the Euro is the bailout fund itself" - Zero Hedge (One of the best interviews in recent times by a Eurocrat)

The end of the fake recovery - Credit Writedowns

China's local debt pileup raising risk of hard landing - Reuters

China's trust loans are new lending valve - Patrick Chovanec

A skeptical view of China's latest bank bailout - Patrick Chovanec (The first in what should be a series of bailouts)

Chinese realty goes BOGOF - Macro Business

Wall Street, heal thyself - Devin Leonard and Romesh Ratnesar/Bloomberg (The end of the great financial bubble should bring Wall Street down to earth again, one way or the other)


Political/Social:

US foreign policy gone wrong, again: Haqqani network edition - Dan Froomkin/Huffington Post (At this point, I doubt anyone will be really surprised)

Scam money finding it's way back to India? - Firstpost

A self-targeting nutrition plan for India - Swaminathan Aiyar/Times of India (But what will happen to the  price of soybeans if India suddenly starts buying in large quantities? Maybe this calls for a slow and gradual change in procurement)

Readable - 08/10/11

Finance/Economics:

Last chance to save the Euro - John H. Cochrane

Recession, Restructuring, and the Ring Fence - John Hussman

How Greece could escape the Euro - Floyd Norris/New York Times

Dexia's collapse - Stratfor

Bank defense fail - Zero Hedge

Banking's self-inflicted wounds - Barry Ritholtz

Strange connections, Unintended consequences - Barry Rithotlz

Chinese economy on the edge of a nervous breakdown - Patrick Chovanec

Chinese crash-landing scenarios - Zero Hedge

One-third of Americans one paycheck away from default - Naked Capitalism

India's balance of payments: Bumpy road ahead - Live Mint

Video- Meltdown: Part 2 of 4 of an investigation of the 2008 financial crisis - Al-Jazeera


Political/Social:

UPA policies are leading to a scorched earth syndrome - Firstpost

Team Anna campaigns against Congress - IBN