Posts from Tuesday Mar 4 2014

The Closer

FURTHER FURTHER READING

- How Google et al are legitimising the robotics business with their purchases.

- The FT’s Pinterest with Big Interviews.

- Introducing AirPnPRead more

Falcons in the gyre, or something. A second coming and how Pimco works

Given that a certain Secretariat of the world’s biggest bond fund has attracted some attention of late, lets give the newest investment outlook from Pimco’s Bill Gross the once over.

 Read more

IAMA G8 leader contemplating invasion. Ask me anything.

Vladimir Putin’s gave his first official address on the Ukraine crisis on Tuesday.

Among the key points made (via Reuters, and emphasis on our favourite snap):

RUSSIA’S PUTIN SAYS USE OF FORCE IN UKRAINE IS A CHOICE OF LAST RESORT

PUTIN SAYS RUSSIA RESERVES RIGHT TO USE ALL OPTIONS IF THERE IS LAWLESSNESS IN EASTERN UKRAINE

RUSSIA’S PUTIN SAYS THOSE CONSIDERING SANCTIONS SHOULD THINK OF THE DAMAGE THEY MAY INCUR

RUSSIA’S PUTIN SAYS ALL THREATS AGAINST RUSSIA ARE “COUNTERPRODUCTIVE AND HARMFUL”

PUTIN SAYS RUSSIA READY TO HOST G8, BUT IF WESTERN LEADERS DON’T WANT TO COME “THEY DON’T NEED TO”

 Read more

The better angels of India’s nature

From BoFAML:

The Institute for Conflict Management has reported that total deaths in terrorism-related violence – including civilians, security personnel and terrorists – have fallen to 885 in 2013 from 5839 in 2001 (Chart 9). Not surprisingly, higher growth is cooling violence. Fatalities are also falling in each of India’s three key theaters of conflict: cross-border terrorism, Maoist rebellion and insurgency in the North East (Chart 10).

 Read more

Markets Live: Tuesday, 4th March, 2014

Live markets commentary from FT.com 

The (early) Lunch Wrap

Putin ends exercise, but keeps hold of Crimea || Renault plays down effect of tensions || Glencore Xstrata poised to take stake in Russneft || Japanese are buying Spain and Italy bonds again || Serco profits slump as it is stuck in reputation repair mode || RWE posts first ever loss on writedowns || European stocks rally Read more

Insurers will destroy themselves to nudge us into robot utopia

How to tell that serious investors are yet to take the Morgan Stanley robot car wonderland seriously? Insurance companies still have value.

The point is this: where we’re going we’ll still need roads, but there won’t be (much) call for car insurance.

Moreover, insurers are going to be the agents of their own demise. They have no choice, the logic of robots is just too compelling, and the process has already begun. Read more

Dead catski bounce?

Micex edition:

Depends on how confident you are that the market and economists can predict Putin’s next move, we suppose. Read more

Further reading

Elsewhere on Tuesday,

- Why Puerto Rico’s bonds are moving to New York.

- It’s the children or the house.

- How unconventional are large-scale asset purchases? Read more

The 6am London Cut

Markets: Asian equity markets were stable, commodities flat and haven assets little changed as investors paused for news of developments in Ukraine. (FT’s Global Markets OverviewRead more

The Closer

FURTHER FURTHER READING

- David Wessell’s three questions on the Fed and financial stabilityRead more