Global Macro/Markets:
- “Central Banking: Doomed To Fail? – The Economist
- Private Banks Ease Up on Bonds and Go for Equities – Barron’s
- Does Dodd-Frank really end ‘too big to fail’? – Washington Post
- Warren Buffett On High-Quality Stocks – Business Insider
- Have They Finally Cracked the Stock-Picking Code? – Wall Street Journal
- Berkshire Hathaway 2012 letter – berkshirehathaway.com
- Beware if the ‘inflation genie’ escapes – Financial Times
North America:
- “Sequestration Debate Misses The REAL Issue” – Riholtz
- The National Debt – thecontrariancorner.com
- Bernanke Defends Stimulus as Necessary and Effective – New York Times
- Bernanke warns over raising rates early – Financial Times
- Bernanke in Translation – Wall Street Journal
Europe:
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- Greece reclassified to ’emerging market’ from developed – The Telegraph
- Beppe Grillo suggests Italy might leave the Euro – The Independent
- Greece faces bailout review, plays down public sector job losses – Reuters
- Italy’s Grillo lists conditions for backing a government – Reuters
Asia:
- “China is fully prepared” for currency war as Japan moves to devalue – Want China Times
- Chinese regulator will push investment of public funds in stock market – Want China Times. Shades of early-1990s Japan.
- Chinese credit rating firm Dagong warns insurers of rising credit risks – Want China Times. Then it must be bad.
- China’s Cosco on Verge of Delisting – Caixin Online
Local:
- Business on hold for election. AFR
- Swanny lovin’ the economy. AAP
- So long as commodity prices stay high. The Australian
- Smith stirs up merger debate. The Australian
- “Customers fall behind in big bank priorities: former RBA boss” – The Age
- Deficits put focus on cuts – The Australian
- Coalition targets building unions – The Australian
- Australia’s population growing too fast – The Australian
- Exposing the big banks’ big lies – The Age
- Forecasts on rates all over the shop – The AFR
- Signs point to rates remaining on hold – The AFR
Other:
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- Real estate in heart of New Delhi through the roof – New York Times
- Does your choice of high school affect future income? – St Louis Fed
- Doubts cast on Icelandic crisis model – Financial Times
- The Minimum Wage, Employment and Income Distribution – New York Times
- Welcome to Peak Capitalism – macrofugue.com
- Why Getting an M.B.A. Isn’t Worth It – Wall Street Journal
- Opaque finance, again, and solutions – interfluidity