Global Macro / Markets / Investing:
- Two Theories on Berkshire Hathaway – New York Times
- Buffett and Hedge Funds Share a Trait: No Alpha – Alpha Architect
- Company Cash Bathes Stocks as Monthly Buybacks Set Record – Bloomberg
- This is nuts, where have all the bonds gone? – Financial Times
- Bank of England warns of financial risk from fossil fuel investments – The Guardian
- Yellen Turning from Friend to Foe for Dollar Bulls – Bloomberg
North America:
- Corporate-Bond Market Poses Systemic Risk, SEC’s Gallagher Says – Bloomberg
- The Fed Is Weird. Get Over It – Bloomberg View
- Foreign Banks Brace for Fed Stress Tests – Wall Street Journal
- Despite falling oil prices, Texas oil output surged in December to the highest level since the 1970s – aei.org
Europe:
- Austerity Is Not Greece’s Problem – Project Syndicate
- Eurozone break-up fears hit two-year high – The Guardian
- Draghi’s QE Moves to Starting Line as Outlook Brightens – Bloomberg
- Greece Faces Cash Crunch as IMF Payments Come Due – Wall Street Journal
- Sharpest expansion of UK construction activity for four months – Markit
- Negative interest rates could crush European bank profits – Business Insider
Asia:
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- Inside Alibaba, the Sharp-Elbowed World of Chinese E-Commerce – Wall Street Journal
- Obama sharply criticizes China’s plans for new technology rules – Reuters
- China graft purge targets military elite – Financial Times
Local:
- Watch for a bold RBA move in May – The AFR
- Don’t worry, rate cuts aren’t over yet – The AFR
- Enough ‘politically correct bulls–t’ over privatisation – The AFR
- Innovate or stagnate, says IGR – The AFR
- Unis could be slugged mining-tax style – Canberra Times
- PM’s jab at ex-health minister – Canberra Times
- Business call for government to open up Trans Pacific Partnership negotiations – Canberra Times
- Hockey: We can rein in deficits – The Australian
- Joe picks $40 million fight – The Australian
- Budget repair calls for politically tricky spending cuts – The Australian
- Think rates won’t go lower? Think again – The Drum
- Goodbye co-payment – The Drum
Other:
- To Fight Inequality, Tax Land – Bloomberg View