Links January 31: Fog of war

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.

Comments

  1. threedogsandakid

    Just to add to the mix of links above, the always excellent Doug Noland, Monetary Disorder and Global Fragilities:

    http://prudentbear.com/index.php/creditbubblebulletinview?art_id=10497

    I read of China’s blocking of references to the Egyptian situation over the weekend – a reminder of the very real internal sensitivities at play in China, the difficulties of maintaining equilibrium in a one party, totalitarian state in which the majority of its population are extremely poor, seriously adversely affected by inflation in food prices, growing awareness of their predicament in relation to western democracies, subject the the petty power plays of local bureaucrats, and a total disregard to their plight from the central government. Well, disregard except for the potential for political disharmony and unrest…