links for 2010-10-17

DEALTALK-5N Plus on First Solar's radar as supply crunch looms | Energy & Oil | Reuters First Solar accounts for about 70 pct of 5N Plus' revenue; GE, others entering will exacerbate CdTe supply crunch; CdTe demand seen at 260 metric tons by yr-end; 5N Plus can produce 250 metric tons annually; 5N Plus seen … Read more

links for 2010-10-13

This emerging market carry trade is going to cause serious problems – Moneylife: Personal Finance Magazine According to The Institute of International Finance, the capital flows to emerging markets have risen to $825 billion as a result of the ultra-low monetary policy in rich countries. With meagre yields in their own countries, great herds of … Read more

links for 2010-10-05

How Fake Money Saved Brazil : Planet Money : NPR (Complete story/podcast is on Planet Money's podcast – see right panel) This is a story about how an economist and his buddies tricked the people of Brazil into saving the country from rampant inflation. They had a crazy, unlikely plan, and it worked… You have … Read more

links for 2010-10-04

Adopting China’s Tactics in Currency Fight – NYTimes.com …the rest of the world is beginning to mimic the technique China has perfected: manipulating currencies for national advantage, while resisting political pressure from trading partners. (tags: currency China trade_policy Brazil Japan) Man Vs. Machine: Commentary—Shouldn’t the SEC Focus on High Frequency Products? – CNBC The SEC’s … Read more