Fed tapering could catch junk bond investors off guard
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
- Junk bonds look increasingly vulnerable to any sudden moves by the Fed. 1994 redux
- The pro-regulation groups are already lining up to pounce on any weaknesses they see in the Volcker rule. Pushing to reinstate Glass-Steagall
- Making the case for why stocks will continue to defy gravity in 2014. Staying in the bullish camp
- The secular stagnation theory — that rich economies need bubbles to survive — is gaining new popularity. Doomed attempts to resurrect growth
- Elizabeth Warren tries to expand her base, but claims a presidential run is not in the cards. ”She’s a bit of a show horse”
- Tech firms are organizing to try and get some regulations around government surveillance practices. Foxes guarding the henhouse
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