Links 11 November 2014
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Global Macro / Markets / Investing:
- How falling wage share has led to the big bull market – Financial Times
- Great investors think in terms of probabilities – Pragmatic Capitalism
- The bond bull market has messed up the equity risk premium – A Wealth of Common Sense
- Seven solid lessons learned about trading – SMB Training
- Dark times for active managers as only 20% are outperforming YTD – Financial Times
- GDP leaves false trail in emerging equities – Alliance Bernstein
- Predictors of ’29 Crash See 65% Chance of 2015 Recession – Bloomberg
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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