Links 29 November 2013

Global Macro / Markets:

• David Rosenberg Turns Bullish, Earns $3.1 Million – Zero Hedge
• Bracing for Bubbles as Credit Risk Surges to Zero – The Street
• A Prediction: Bitcoin Is Doomed to Fail – New York Times
• QE trap doesn’t need to end in tears – The Age

North America:

• Former Fed Chief Greenspan Sees No Bubble in Dow 16,000 – Bloomberg

Europe:

• Negative Rate Experiment in Denmark Seen Stretching to 2015 – Bloomberg
• Financial Stability Review suggests alleviation of financial market tensions, challenges remain – European Union
• Bank of England cuts mortgage support – The AFR

Asia:

• 3 key facts about Japan’s deteriorating demographics – Sober Look
• China may have overplayed its hand on the islands – The AFR

Local:

• Hockey in plan for 10% Qantas buyback – The AFR
• Qantas to seek federal debt aid – The Australian
• Qantas doth protest too much – The Australian
• Allow bigger foreign ownership stake in Qantas: Kennett – The AFR
• Financial System Inquiry must back Four Pillars – The AFR
• Why the housing cycle is different this time – The AFR
• Scraping Gonski immoral – The Australian
• Key projects need $400 billion: Business – The Australian
• Ignoring reform has too high a cost – The Australian
• Rio gives mining boom a $9 billion lift – The Australian
• Investors losing half of returns to fees – The Age
• Pyne rules out Howard-era funding – The Guardian
• Will you work till you’re 70? Why old dogs must learn new tricks – The Guardian