Friday, June 7, 2013

Morning Journal--What is wrong with QE?

News on Stocks in Our Portfolios courtesy of Seeking Alpha

Pepsi denies talks to buy SodaStream for $2B.PepsiCo (PEP) CEO Indra Nooyi has professed ignorance about speculation that her company is in negotiations to acquire SodaStream (SODA) for $2B or more, saying that it was the "first time" she was hearing about the talks. Israel's Calcalis treported that Pepsi is willing to pay as much as $95 a share, or 37% more than SodaStream's close of $69.35 yesterday. Coca-Cola (KO) is also apparently interested in the Israeli company. SodaStream's shares surged over 26% following the report but were merely +12.4% at the time of writing.

Economics

   This Week’s Data

            May nonfarm payrolls rose 26,000 versus expectations of a 2,000 increase; unemployment rose to 7.6% from 7.5%.

   Other

            ***over night, the Nikkei had another very volatile session.  Plus economic data out of Europe was better than anticipated.

            What is wrong with quantitative easing (medium and today’s must read):

            Household net worth continues to improve (short):

            Emerging market economies are a problem (medium):

Politics

  Domestic

More on our student loan mess (medium):

When it rains, it pours.  Obama’s new problems with phone surveillance (medium):

  International War Against Radical Islam

            Hezbollah versus al Qaeda; whose numero uno? (medium):

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