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Global Macro / Markets / Investing:
- Using Warren Buffett’s portfolio as a watchlist – James Altucher
- Beware the promise of junk debt – Larry Swedroe
- PIMCO scoops up quality junk debt – Bloomberg
- Junk bond shorts are expensive to maintain – Bloomberg
- Fear and liquidity in the high-yield market – nickdunbar.net
- The credit derivatives markets have revived – Financial Times
- The financial markets could use more T-bills – FT Alphaville
- Where Google is putting its cash – Globe and Mail
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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