Subject: Share the View 2: The Fed's Puzzling Uncertainties
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Thu, 17 Apr 2014 10:02:30 -0600

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SHARE THE VIEW

A quick look at Bloomberg News's opinion section

April 17, 2014For more, visit 
http://click.email.bloomberg.com/?qs=6fb32f282de37b9851d8869a2f0909fe8afde57117b7990128188ab3df79cf36 
www.bloombergview.com 

FEDERAL RESERVE: "Federal Reserve Chair Janet Yellen made a speech yesterday to the Economic Club of New York that will undoubtedly stimulate debate on what the world's most powerful central bank is thinking, doing and should be doing." Mohamed El-Erian: What caught my attention "was the way Yellen addressed the uncertain outlook facing the U.S. economy and policy makers at the Fed." 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98c09474660b6a3c21cf51162f965eb5800d00119d1f383562 
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TRANSPORTATION: Adam Minter: "How did Spirit Airlines achieve the dubious distinction of becoming simultaneously North America's most profitable and most disliked airline?" 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98e15035a16e221dcc16e21f16666357f3729354630ab8dd0a 
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HEDGE FUNDS: Barry Ritholtz: "I have described the love affair with hedge funds as 'Romancing Alpha, Forsaking Beta.' ... If you want alpha, get into a top-tier hedge fund; if you can't, then stick to beta." 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98a074bbec173fb62277fd501df796251281693a800f7ab871 
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JAPAN: "April has been a disorienting month for Tokyoites as prices for everything from coffee to T-shirts to DVDs seem to be jumping inexplicably," William Pesek writes. "We residents of the world's most expensive city expected a slight bump after the government's April 1 move to hike the sales tax by 3 percentage points. What we may be getting instead is a touch of the price gouging that marred the introduction of the euro 15 years ago." 
http://click.email.bloomberg.com/?qs=6fb32f282de37b988e3c4b0ebe80baca7b4a2dc9941168edf5669fdbcf02c09f 
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WHAT OUR WRITERS ARE READING: 

http://click.email.bloomberg.com/?qs=6fb32f282de37b98800baef039b2f49beaae9b0d188a29d75e40f664359e10d8 
Matt Levine  

- Morgan Stanley is an outlier: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98ca60f7e94e57c6a2d56fba556f89eb220be058da399f457a 
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- Bank of America sure likes mortgage settlements: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98800baef039b2f49beaae9b0d188a29d75e40f664359e10d8 
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- NYSE's getting faster: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98f52e4d674184733a048925707ce97a9d001e6911d9849f82 
Read more  

http://click.email.bloomberg.com/?qs=6fb32f282de37b98bb684317222500ad02a6fb01d3e2d9919bd369c98d7c0986 
William Pesek  

- The human element amid Korean ferry tragedy: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98871f9d23ad279dce3acf8616d64dd170740738188b04ba86 
Read more  

- India's Modi says kill me if I did wrong: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b9803aaa92a9b039e7071d50cf91d2d815bb8564e8442eef8e9 
Read more  

- China's first Internet-rumor conviction: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98ffb4fb610d0391edb20c46fca4f8a9dfff65b1149208a82d 
Read more  

http://click.email.bloomberg.com/?qs=6fb32f282de37b981eb72a7f2e9f6059332af584b7bbdc4908e81efd41fbac47 
Leonid Bershidsky  

- Ukraine fails to put down rebellion: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98b1488bc5594615a2268d9d4880f04cb8ec8b51dc62ee052d 
Read more  

- Hated Irish banker acquitted: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98f762a7123b69a7d148222236f4ec4ed2e16a8668662ae839 
Read more  

- Valls unveils $69 billion in economies: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98f3014868779c020d7073cb00c8c8d8d4125f37fbadff34f1 
Read more  

http://click.email.bloomberg.com/?qs=6fb32f282de37b98f8472fb3bf9288358dd63a9d67b27acf3bc9cf6c96c6f1a4 
Jonathan Bernstein  

- Great one from Jonathan Ladd on Stewart versus Colbert: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98747b4964749a4f49d5c6da6433c2e40dbf6ebf29e5a1fe83 
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- Larry Bartels: Don't trust ethnicity and demographics to create a majority party: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b9821df45b0d995887037ccd75d2a652f6b5f9e0c8a10423fc6 
Read more  

- Greg Sargent is having fun with the "repeal" follies in Republican primaries: 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98d8a86a9640bdb8da388ba1c34494dfa9e0c3b9c759c2c622 
Read more  

http://click.email.bloomberg.com/?qs=6fb32f282de37b98375c732c609a17c67a996387425cadbc0965852a1b79120c 
Barry Ritholtz  

- Secular Stagnation or Secular Boom? 
http://click.email.bloomberg.com/?qs=6fb32f282de37b9890f0b495a911dd44def61936634f9ebf8ada4a5e9dc20bcd 
(Antonio Fatas)  

- Intentions on Housing 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98b7fe28872e3a01d0363fc33320663d9a2c8be554a416e407 
(Alhambra Partners)  

- That Pesky Indicator Still Saying U.S. Stocks Are Cheap 
http://click.email.bloomberg.com/?qs=6fb32f282de37b98576c2ac1b2c75bc9d0bda7d5e12af1a865c5f7f2122c1e09 
(Bloomberg)  

SHARE THE VIEW

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