Global Macro:
- This is a bear market in disguise says Richard Russell Business Insider some disguise
- Reading the market through beer goggles James Montier via Pragmatic Capitalism
- 10 Themes for 2013 – brought to you by the Squid Business Insider – guess: growth, printing, yield chasing, etc.
The Americas:
- Pending home sales rise in October in the US Reuters housing recovery continues?
- Filling the holes in the US social safety net Reuters
- Kansas City Fed says regional manufacturing activity eased in November Calculated Risk
- Too big to fail banks are bigger than before GFC – so doncha worry about it y’all Macroscope
Europe:
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- Eurostoxx reach new highs since July 2011 Business Insider
- Greece bailout funds dependent on debt buyback says IMF BBC
Asia:
- GM opens new China research center Reuters
- China and India could rule the waves The Telegraph pesky little border dispute needs to be resolved first
- Major challenges for Chinese Navy developing aircraft carrier ability The Diplomat
- Is the Sun rising for Japanese stocks? Alpha Now – good article
Local:
- Keatings 5-point plan for superannuation Morningstar
- OZ leads world in CEO turnover AFR maybe because they are so crap?
- Speaking of that – BHP”s Kloppers evades specifics on succession Fairfax
- GST threshold at $1000 still too tricky to change AFR suck it up retailers
- Interesting angle on SMSF from the members themselves Fairfax
- Front page of The Australian: Abbott v Gillard, British Press regulation Israel good/Palestine bad, Asylum seekers are being pesky….
Other:
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- Tragedy: Investment bank average pay is down over 7% in 2012!!! Reuters UBS the worse off, but yep no surprise the Vampire Squid is up 10%!
- Cheetahs running in slow motion Business Insider I want one as a pet (I have 3 cats) – they’re as big as a German Shepherd…and endangered. Win/win