Global Macro / Markets / Investing:
- This Fund Manager Has Consistently Beaten the S&P 500 for 40 Years – Bloomberg
- Explaining secular stagnation – The Long Side of Short
- Currencies Go on Wild Ride, Fueled by Fed – Wall Street Journal
- Debt Is Oil Patch’s Four-Letter Word – Bloomberg
- Market Returns During Ray Dalio’s 1937 Scenario – A Wealth of Common Sense
North America:
- U.S. Eyes Big Data on Student Debt – Wall Street Journal
- Yellen Is Watching These Four Indicators for Signals on When to Raise Rates – Bloomberg
- Continuing Jobless Claims Near a Low, and That May Not Be Good – Wall Street Journal
- Fed Is Pushing and Pulling on Rates Riddle – Wall Street Journal
- Fed Sent Nearly $97 Billion to the U.S. Treasury in 2014 – Wall Street Journal
- Elon Musk Says Self-Driving Tesla Cars Will Be in the U.S. by Summer – New York Times
- Wages Haven’t Been This Crucial to U.S. Economy in Half Century – Bloomberg
- California’s Housing Costs Hurt Economy, Increase Poverty, Report Finds – Wall Street Journal
Europe:
- What’s Right With Finance – A Wealth of Common Sense
- Debunking $1.4 Trillion Europe Debt Myth – Bloomberg
- Greek bailout summit ends in disarray – Financial Times
- Of Greeks and Germans: Re-imagining our shared future – Yanis Varoufakis
- Greece slides towards the euro trapdoor – Financial Times
- Euro Nations Losing Patience With Greece, Slovak Minister Says – Bloomberg
Asia:
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- Reuters websites become inaccessible in China – Reuters
- Japan’s Recovery Is Complicated by a Decline in Household Savings – New York Times
- China’s world bank has rickety foundations – Breaking Views
- Don’t count on a Chinese crackup – Business Spectator
- 90 per cent of Chinese coal mines in the red – Business Spectator
Local:
- The RBA must address its flaws (must read from a former RBA insider) – Business Spectator
- The problems of large, cumbersome govt – Canberra Times
- Fiscal policy gets invited to the party – Canberra Times
- Housing boom drives builders to extremes (Building into the bubble) – The AFR
- Granny flats a ‘gold mine’ but beware the risks – The AFR
- ‘The auction market is breaking records right now’ – The AFR
- Foreign property buyers set for costly fees – The AFR
- Don’t wait until it’s too late to fix budget, Stevens tells Abbott – The AFR
- Frydenberg: expect budget cuts – The Australian
- Howard: Abbott has what it takes – The Australian
- Welfare addiction keeps Australia from reforming – The Australian
Other: