Links 21 July 2014 (members)
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Global Macro / Markets / Investing:
- Income Inequality Is Not Rising Globally. It’s Falling – New York Times
- Grantham: The Conditions Are Set For A ’Veritable Explosion’ In M&A That Send Stocks To ’True Bubble Levels’ – Business Insider
- Shiller: should we be worried about a bubble in asset prices? – The AFR
- Dumbest Chart Ever Ends Bull Market – Bloomberg View
- How Geopolitical Threats Affect the Stock Market – The Reformed Broker
- Rate increases will test the market mood – Financial Times
- Why investors should impose a “cooling off period” before undertaking big portfolio changes – Servo Wealth
- What Vanguard is doing to counter the threat from robo-advisors – RIABiz
- Should investors own more stocks as they approach retirement? – Focus on Funds
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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