Global Macro / Markets / Investing:
- Why This Tech Bubble is Worse Than the Tech Bubble of 2000 – blogmaverick.com
- Mark Cuban: We’re in a Tech Bubble—and It’s Worse Than 2000 – Bloomberg
- Why The Low-Volatility Anomaly Exists – Alpha Architect
- Goldman Sachs On The Rise And Danger Of Shadow Banking – Value Walk
- Negative Interest Rates Yield Positive Results—So Far – Wall Street Journal
North America:
- Washington Strips New York Fed’s Power – Wall Street Journal
- Los Angeles Sees Health Benefits as Its Smog Haze Clears – Wall Street Journal
- U.S. Companies Are Stashing $2.1 Trillion Overseas to Avoid Taxes – Bloomberg
- Equity Firms Are Lending to Landlords, Signaling a Shift – New York Times
- The “Recovery” in US Housing Prices – westwoodcapital.com
- In Eye of Economic Storm, the Fed Blinked – New York Times
- Austin is officially bigger than San Francisco – Fusion
Europe:
- ECB: Q&A on the Public Sector Purchase Programme (PSPP) – European Union
- Euro hits 11-year low before ECB, stocks edge higher – Reuters
- Greece Struggles to Make Debt Math Work in Bailout Standoff – Bloomberg
- Bank of England urged to let rip on inflation – The Telegraph
- Why Draghi’s QE Might Fizzle – Bloomberg View
Asia:
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- Liquidity evaporates in China as ’fiscal cliff’ nears – The Telegraph
- Chinese Premier Li Keqiang lays out flaws in country’s economic model – Financial Times
- China by the Numbers – Bloomberg
- China Lowers Growth Target to About 7% – Wall Street Journal
Local:
- APS Defence pay backlash grows – Canberra Times
- IGR: Crude propaganda exercise – Canberra Times
- Spending projections defy belief – Canberra Times
- Hockey takes tax cuts off table – Canberra Times
- Executions will ‘taint relationship – Canberra Times
- Infrastructure pipeline looks shaky – Canberra Times
- Rate cuts failing to bite – The Australian
- Labor’s response to IGR is pathetic – The Australian
- IGR: A chance to open up debate – The Australian
- Country of origin food labeling will choke local production – The Australian
- How robots could take our job – The Australian
- Nine million homes needed by 2055 – The AFR
- New boss John Fraser can restore Treasury to order – The AFR
- All western countries are struggling with ageing – The AFR
- Push to grant pensioners assets-test reprieve for downsizing – The AFR
- Intergenerational report: not so scary after all – The AFR
- Six things about the state of Australia’s economy – The Guardian
- Pressure from ageing population, and jobs fudge – The Guardian
- IGR: Convenient forecasts – The Drum
- Will this tale of two Tonys have a different ending? – The Drum
Other: