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Global Macro / Markets / Investing:
- U.N. Draft Report Lists Unchecked Emissions’ Risks – New York Times
- When FX wars become negative interest wars – Financial Times
- We should not be surprised that different sectors shine at different times – Crossing Wall Street
- The return to “behemoth stocks” – Aleph Blog
- Risk control vs. risk avoidance – A Wealth of Common Sense
- A simple switching model between value and momentum – Alpha Architect
- The active vs. passive debate has become tiresome – Capital Spectator
- Active vs. passive is the wrong question: cost is what matters – Rekenthaler Report
- How the Dow Has Changed – The Big Picture
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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