Links January 28: The levy breaks

China land games. Market Watch

Japan downgraded. Zero Hedge, The Source

China will raise further. Bloomberg

Now it’s uranium. Refomed Broker

Caterpillar’s 2011 forecast. WSJ

Food stockpiling. FT

Levy politics. Peter Hartcher

Interests slam levy. The Oz

Two-speed pay. SMH

Loving the China bubble. The Age

Coal to rocket. The Oz

Houses and Holes

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the fouding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.

He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.