Links 20 November 2013

Global Macro / Markets:

• Short-seller Chanos bearish on oil, coal companies – Reuters
• Mapping Bitcoin – New York Times
• Where in the Bitcoin Bubble Are We? Just Starting or About to End? – mebanefaber
• The Great Rotation: From Bullion To Bitcoin – Zero Hedge
• The Bubble in Bubbles – Bloomberg
• Yellen shows Fed will remain markets’ best friend – Financial Times
• OECD cuts global growth forecasts – Financial Times
• 5 years of QE and the distributional effects – Sober Look
• John Taylor on Monetary Policy and Inflation – EconoSpeak

North America:

• Walmart’s Employee Food Drive Reveals What’s Wrong With America – Business Insider
• Wal-Mart Asks Workers To Donate Food To Its Needy Employees – Business Insider
  
• Fed Ponders How to Temper Tapering Without Rate Increase – Bloomberg
• Chinese Steer Billions Abroad in Quest for Safety – Bloomberg
• Bernanke, Volcker on the Fed’s first 100 years – aeaweb.org

Europe:

• UK probes private accounts of foreign exchange traders – Financial Times
• Bundesbank says Italian and Spanish banks still hooked on home state debt – The Telegraph
• German optimism index rises on growth – The Australian

Asia:

• What Will It Cost the Media to Cover China? – New Yorker
• China banks forced to delay bond issues – Financial Times
• Credit-Driven China Glut Threatens Surge Into Bank Crisis – Bloomberg
• China and Japan are heading for a collision – Financial Times
• OECD drinks the Kool Aid on China – The AFR

Local:

• Joe Hockey: The real scope of Labor’s deceit is coming to light – The AFR
• Offshore investors pile into government bonds – The AFR
• Debt still a dirty word for many investors – The AFR
• Call for cuts to red tape in retail – The AFR
• Real jobless rate masked – The Age
• Budget service job cuts were never secret – Business Spectator
• Diminishing returns for the RBA – Business Spectator
• Without training the long-term unemployed have no hope – The Guardian

Other:

• 75 Years In The Making: Harvard Just Released Its Epic Study On What Men Need To Live A Happy Life – Feel Guide
• Managing bureaucrats – VOX
• Can we get rid of inflation and recessions forever? – Washington Post