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Global Macro / Markets / Investing:
- Three reasons why a replay of the economy of the 1970s is unlikely – Pragmatic Capitalism
- Disrupting the rating agencies – Financial Times
- High Asset Prices, the Savings Glut, Secular Stagnation, and Unemployment – Cepr.net
- Banks face added capital requirements – Wall Street Journal
- Short sales have collapsed around the globe – Financial Times
- The case for a move up in commodities (and gold) – Market Anthropology
- Hedge funds are piling into gold and silver futures – Short Side of Long
- Money once again is flowing into commodity ETFs – Financial Times
- How good a trader do you need to be to beat buy-and-hold? – Irrelevant Investor
- The difference between analysts and portfolio managers – Enterprising Investor
- Bond funds are the bond market. What happens when it comes time to sell? – Business Week
North America:
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About the author
Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness.
Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.
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