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Had the strategist dressed up his trade in more acceptable lingo to the bigwigs in the markets, using terms such as ‘momentum’ and ‘flow’, such as dissecting the active hedge fund buying in a certain stock or sector, noting the build-up of shorts via options and stock out on loan elsewhere in an underperforming stock, then no-one would have blinked an eye.

Buy on green and sell on red. Is it that easy? – Yahoo Finance

But Barrette’s situation defies quick and easy description. It’s true that she can’t keep her current policy—and that most policies available to her for next year have higher premiums. But those plans also offer real coverage, and her current plan does not. Some people might resent government effectively prohibiting her current plan. Barrette doesn’t appear to be one of them.

Obamacare “Victim” in Florida Happy She Can Get Real Coverage | New Republic

There are two reasons moderate inflation is actually a good thing for modern economies — one involving demand, one involving supply.

Europe’s Inflation Problem – NYTimes.com

Currently the Fed is operating under something called Evan’s Rule, which says that that the Fed will not think about rate hikes until either unemployment falls to 6.5% or inflation rises to 2.5%. Hatzius believes that the Fed will lower the unemployment threshold from 6.5% to 6.0%. This constitutes easing in that it implies low rates for a longer time.

Hatzius: Fed Will Lower Unemployment Threshold To 6 Percent – Business Insider

Europe’s economic recovery will continue into the second half of the year, though at a subdued pace, while unemployment will remain high through next year, the European Commission said Tuesday.

European Union Says Growth Will Remain Weak – Business Insider

The Dow Jones Industrial Average could very well rise another 10 percent by year-end, Wharton School of Business finance professor Jeremy Siegel said Monday.

Jeremy Siegel sticks to bullish Dow target

According to Morgan Stanley’s banking research team, one of the focus areas of the upcoming AQR and banking stress tests is likely to be the definition of a non-performing loan (NPL). These, as FT Alphaville has noted in the past, vary somewhat radically across Europe. What’s more, even with recent reclassifications, they’re are still rising:

The NPL standardisation factor | FT Alphaville

Market commentary at that time suggested that flooding the economy with liquidity would lead to a “wall of money” flowing out of Japan in search of higher yields, affecting asset prices worldwide. So far, however, Japan’s wall of money remains missing in action

Japan’s Missing Wall of Money – Liberty Street Economics

The paper offers a depressing portrait of where the economy stands nearly six years after the onset of recession, and amounts to a damning indictment of U.S. policymakers. Their upshot: The United States’s long-term economic potential has been diminished by the fact that policymakers have not done more to put people back to work quickly. Our national economic potential is now a whopping 7 percent below where it was heading at the pre-2007 trajectory, the authors find.

The Great Recession may have crushed America’s economic potential

Twitter is moving forward with the most hyped stock offering of the year this week, and investor demand appears to be off the charts. After initially planning to sell shares for $17 to $20 each, the company now expects them to go for $23 to $25 each, which will value the company at up to $13.6 billion. Not bad for a firm that had only $317 million in revenue last year and has never earned a profit.

Twitter could end up being really profitable. But it’s a super risky stock.

Even if Japanese policy makers manage to pull off 2 percent inflation within their two year target, it may not be enough to save the struggling economy, Capital Economics has warned.

Will 2% inflation be enough for Japan?

Global stock markets are set to peak in the next few months but hungry investors should beware, according to Bob Janjuah, Nomura’s uber-bearish strategist, who believes a hefty dip in global stock markets is just around the corner.

Stand by…a hefty drop’s on the way: Nomura’s Janjuah

But lower prices? Paul Krugman has a great explanation here of why that’s a bad thing, the thought being that if prices are constantly dropping, consumers will delay spending. Why buy that F-150 today when it will be effectively “cheaper” next week?

Why Deflation Is A Bad Thing – Business Insider

The big difference is that the FTSE index gods don’t consider South Korea an emerging market—they switched South Korea over to the developed side of the ledger in late 2009. So the Vanguard FTSE Emerging Market ETF has no money invested in South Korea. The MSCI index gatekeepers maintain that South Korea is still an emerging market. Thus, the iShares MSCI Emerging Market ETF has nearly 16% invested in Korea. It’s largest holding is Samsung Electronic (SSNLF).

Why One Big Emerging Market ETF Out-Performs

Samsung has promised to introduce devices with fully folding displays to the general market in 2015. As part of Samsung’s Analyst Day, the South Korean electronics company has announced it will be bringing folding display devices to the market at some point in the future.

Samsung to introduce folding display devices in 2015 – News – Trusted Reviews

Fast-forward a few years, and the ascendance of the iPad and competing tablets with high-resolution LCD displays has changed everything. In 2011 consumers snapped up 23 million e-readers, nearly all with E Ink’s technology. Just a year later they bought only 15 million

Simple Display Technology Looks for a Second Act | MIT Technology Review