Holiday Season Links – Dec 28th-29th 2013

Global/Macro

• Here’s When The Economic Crisis Actually Ended – BI
• PE firms may pay more than $1B in collusion case – New York Post
• Millions of Tons of Metals Stashed in Shadow Warehouses – WSJ
• The case for silver – Market Anthropology
• Bullishness Jumps to Three-Year High – WSJ

Australia & New Zealand

• Coalition’s WA slump spurs senate fears – TheOz
• Bega in talks with “non-Australian” investors on Warrnambool stake: source – Reuters
• Palmer plays games over senate deal – TheOz
• Myer website down ‘until further notice’ – SMH.
• SPC sacks 73 workers, two days after Christmas – TheOz
  
• Who do you really bank with ? – Credit Card Compare , interesting infographic
• Projects surge hits $400bn – TheOz
• Tinkler sniffs a chance of a comeback – AFR

Europe

• Turkish scandal moves closer to Erdogan – FT
• The Turkish Lira Is Getting Destroyed – BI
• Foreigners Unload Turkey Bonds as Probe Tarnishes Erdogan Growth – Bloomberg
• Heathrow- Dublin airport figures at pre financial crash levels – Irish Times
• As European Barriers Fall, Bulgarians Feel West’s Tug – NYT
• Why the UK is lucky to have its own currency. – Capital Spectator

Asia

• Beirut car bombing kills former minister Mohamad Chatah, who opposed Syria’s Assad – ABC , BBC
• China Forecast 7.6% Economic Growth for 2013 – WSJ
• China’s Economy: Five Barometers of Change in 2014 – WSJ
• Chinese media attacks Japan’s Shinzo Abe for visit to Yasukuni shrine – Guardian
• Japan’s Abe bets U.S. alliance, ratings can weather shrine visit – Reuters
• Fukushima decon deadline delayed until ’17 – Japan Times
• Mizuho Ordered to Suspend Some Operations – WSJ
• Japan Just Released A Bunch Of Economic Data That Shows The Economy Continues To Recover – BI
• Japan close to escaping deflation – BBC
• Fastest Japan Inflation Since ’08 Stokes Wage Pressure – Bloomberg
• Islamic Banks, Stuffed With Cash, Explore Partnerships in West – Times
• Thai crisis deepens as army chief hints at intervention – Reuters

Americas

• Where the 1.3M people losing unemployment aid this week live – WaPo
• Treasury yield hits 3% – WSJ
• Brazil 10 yr government bond yield back above 13% – Soberlook
• Many Banks Face Brutal Dec. 31 Volcker Deadline – The Street
• Vehicle Sales Forecasts: Solid Sales Expected in December and in 2014 – Calculated Risk
• The Federal Reserve: Was it a Mistake? – Tim Taylor
• Could Volcker Rule Be a ‘Stealthier’ Way to Cut U.S. Debt? – WSJ
• Mortgage rates won’t derail 2014 housing market – Market Watch
  

Other/Interesting

• 2013 was a lost year for tech – Quartz
• it’s who you hardly know that counts – Time Hardford
• Making waves: In the hunt for invisibility, other benefits seen – Reuters
• Sharks “Tweet” Their Location to Aussie Beachgoers – The Diplomat
• Using Pigeons to Avoid Government Surveillance: Not as Crazy as It Sounds – Slate
• Do disruptive technologies really overturn market leadership? – Digitopoly