A Short Story for a Long Winter's Night - Barron's
"Short seller Jim Chanos sees big trouble brewing among leveraged natural-gas producers. Why he still views China as a bubble and is wary of Brazil's Petrobras and Vale, too."
Chart of the Day: S&P vs Durable Goods (Pragmatic Capitalist)
Vehicle Miles Driven: Population-Adjusted Hits Another Post-Crisis Low (Dshort)
Japan’s Incoming Coalition Agrees on 2% Inflation Target (Bloomberg)
Japan’s Abe issues ultimatum to BoJ (Financial Times)
Missing The Big Japan Story - (Tim Duy's Fed Watch)
"The loss of the Bank of Japan's independence to force the direct monetization of deficit spending is the real story."
And look at USD/JPY's move recently.
Kyle Bass' Keynote Address at AmeriCatalyst 2012 - The Entanglement (Youtube)
US Holiday Retail Sales Growth Weakest Since 2008 (CNBC)
1000x Systemic Leverage: $600 Trillion In Gross Derivatives "Backed" By $600 Billion In Collateral (Zero Hedge)
Madoff, in Christmas Eve Letter, Says Insider Trading Has Gone on 'Forever' (CNBC)
Startups Adjust to Web's Down Cycle (WSJ)