Weekend Macro
- Housing, the ultimate momentum trade (Reuters) …Edward Hadas with some good points…
- A Cheat Sheet for Understanding the Different Schools of Economics (Pragmatic Capitalism) …very good…
- Russia, Iraq, China and Europe – The Four Horsemen of the Geopolitical Apocalypse (Market Oracle)
- Does cheap money mean governments care about the future? (SCMP)
- WTO chief attempts to breathe life into Doha talks (FT.com) …implications for Australia?…
- Free-Trade Pitfalls (Project-Syndicate) …don’t tell Bariatric Joe…
- Financial firms struggling with Fatca compliance as deadline looms (SCMP)
- MODERN MONEY THEORY: THE BASICS (Economonitor) ….well worth a read, but a tough sell in the politics of today…
- About this “Excess Supply of Money” View (Pragmatic Capitalism)
- The war on the have-nots: How Detroit resembles Ukraine (LA Times)
- Why Financial Reporters Are Clueless: They Copy And Paste Keynesian/Wall Street Propaganda (David Stockman’s contra corner)
- Income Inequality and Youth Unemployment (Project-Syndicate)
- Stop Taxing the Sick (Project-Syndicate)
- Why Rich Families Lose Their Wealth (Moneynews)
- How Inherited Wealth Helps the Economy (NY Times)
- Does Inherited Wealth Really Help the Economy? (Economonitor)
- The Incompetence Dogma (NY Times, Krugman)
- Numbers and Narrative: Modeling, Story Telling and Investing (Musings on Markets)
- Bubble Economics (Free book download) Paul D. Egan and Philip Soos (RWER) …referred it to some London based analysts this week and they have been blown away by the detail…
- EMEA research – rumours of its death (slightly) exaggerated (BNE) …it still has a lonely outpost in Geelong of sorts…
And Furthermore
- George Soros Speech on Anatomy of a Crisis (Value Walk) …The famous Soros speech…….well worth an historical revisit
- World’s cheapest and priciest beers (CBS)
- Secrets of the Creative Brain (The Atlantic)
- The Real Paleo Diet (Slate)
- Drug Users Around the World Are Buying Local (Slate)
- Why not even exercise will undo the harm of sitting all day—and what you can do about it (Quartz)
- Muscovites are voting by smartphone on whether to demolish a beloved modernist landmark (Quartz) ….the Moscow Eiffel it ain’t…
- Chicago’s New High-Tech Lamp Posts Will Track Everything, Always (Businessweek)
- Looted Banks Fund Iraq Fighters Eyeing Wealth Al-Qaeda Never Had (Bloomberg) ...a far more traditional and viable model for funding terrorism and social disruption…
- Five Crazy New Forms Of Energy That Just Might Work (Oilprice.com)
- Happy 40th birthday to the barcode (CBS)
- More than three quarters of conservatives say the poor “have it easy” (Washington Post)
- How Denmark’s welfare program has narrowed its wealth gap to one of the smallest in the world (Financial Post)
- Higher education: Creative destruction (The Economist) ...university, particularly in the English speaking world, has pushed education through the prism of direct financial outlays and reimbursements for individuals, balanced against the short term return to investment of heavily indebted societies…
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Research
- UK: Is Carney a canary in the coal mine for Yellen? (Nordea) ...good read…
- The United States, Japan, and the Trans-Pacific Partnership (Peterson Institute) (pdf)
- Low interest rates and secular stagnation: Is debt a missing link? (Vox) …well worth a read…
- Deleveraging: Is it over and what was it? (US Federal Reserve)
- Flights to Safety (pdf) (US Federal Reserve)
- Rising Interest Rate Risk at US Banks (Cleveland Fed) (pdf)
- New Rules for Credit Default Swap Trading: Can We Now Follow the Risk? (Cleveland Fed) (Pdf)
- Do the Benefits of College Still Outweigh the Costs? (New York Fed) (Pdf)
- Income Inequality and Monetary Policy: A Framework with Answers to Three Questions (James Bullard St Louis Fed, speech) (Pdf) …good read…
- Do Currency Forwards Say Anything about the Future Value of the U.S. Dollar? (Liberty Street Economics, New York Fed)
- Consequences of an abrupt slowdown in China’s property market (Norges Bank) (Pdf) …very good read…