Postings have been light due to some business related demands. Here's some links to my recent reads from the last few days.
Vuvuzela -- Will it blend? Youtube
Telegraph - did BIS gold swap spook the markets?
From Chinadaily - Property restrictions continue.
Chinadaily - Home price appreciation slows.
Chinadaily - Rate of lending slows in China.
From CalculatedRisk - A Chapter 13 bankruptcy can wipe away a 2nd lien.
From FT -- The financialization of commodities.
From Hellenicshipping - A lot of spare LNG ships standing idle.
Globe and Mail - Canada exporting lumber to China.
CalculatedRisk - How much debt is there and what is the probability of default? It's a multi part series. Good stuff.
GMO - White paper on defaults in history. Very good. Intend to write longer blog post about this.
BP / Oill spill
WSJ - BP has replaced old cap, trying new one in an attempt to stop leak. (This is at least 24 hours old.)
Telegraph - Legal challenges to bailout of Greece.
WSJ - Moody's downgrades Portugal.
Annaly - The debt deleveraging continues.