Subject: Share the View 2: IBM's Cloud and America's Fears
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Wed, 22 Oct 2014 10:05:06 -0600

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The Latest Opinions From Bloomberg View

October 22, 2014

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Tech 

Katie Benner: "When IBM talks about building out a great cloud computing business, it's telling shareholders exactly what they want to hear." 
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Wall Street 

The Editors: "A government auditor has criticized the Federal Reserve for failing to prevent the 2012 'London Whale' fiasco at JPMorgan Chase & Co. -- a series of bad trades that ended up costing the bank more than $6 billion. The audit may be right on the facts, but the premise is questionable."
Whale Hunting Isn't Fed's Job 
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Get the background on the London Whale:
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Sports 

Jonathan Bernstein and Kavitha A. Davidsondiscuss, debate and dissect the opening game of the World Series: 
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Health-Care Reform 

Peter Orszag: "If people knew the prices of medical treatments, and if they paid partly from their own pockets, they might shop around and save money." 
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Health 

Barry Ritholtz: "No, you are not going to die from Ebola. ... But the latest scare does have a small positive: It provides me with yet another opportunity to lecture you about how incredibly dumb your lizard brain is." 
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News Roundup 

Bernstein
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(Read the news roundup) 

	- Big news in political science blogging: the long-inactive group blog of the Western Political Science Association is back in business. 
http://click.email.bloomberg.com/?qs=559b664c33c2e952ca48089768771afac0b98c3cfa807238827c502216484e7b 
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	- Patrick Egan looks at governors up for re-election-- with an eye toward 2016. 
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	- Sorry, Senate Republicans, neutral estimates still show the Affordable Care Act as a net budget winner. 
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Ritholtz
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(Read the news roundup) 

	- Is the Chinese economy about to fall off a cliff? 
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	- A skeptic's view of today's investing religions:
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	- Investors hiring: Mathematicians and artists need apply: 
http://click.email.bloomberg.com/?qs=559b664c33c2e95230c6b2f5859cc5edc27b9ec2695150b27a7a561214e8dc1c 
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Matt Levine
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(Read the news roundup) 

	- How else can you manipulate swaps? 
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	- How are the Allergan/Pershing Square/Valeant lawsuits going? 
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	- Here's some Robin Hood stuff. 
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Banking 

Mark Gilbert: "The drive to impose tighter regulations on the banking industry is understandable. ... Some of the proposed rules, however, have more to do with fear and revenge than making the banking industry work well." 
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QuickTake 

Clive Crook:"A specter is haunting dismal scientists, an economic nightmare with an ugly name. It's secular stagnation, the proposition that the slow growth plaguing developed economies may be permanent."
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India 

Dhiraj Nayyar: "For Indian Prime Minister Narendra Modi, Diwali came early this year when his Bharatiya Janata Party won crucial elections in the states of Maharashtra and Haryana. He's celebrated with a bang -- a little one." 
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