Links 7 November 2014

Global Macro / Markets / Investing:

• Expect a bounce in precious metals – Short Side of Long
• Is Strength in Utilities Trouble for the Market? – Dragonfly Capital
• Don’t expect an oil rally any time soon – Yahoo Finance
• There is always an excuse for NOT investing – Irrelevant Investor
• Problems in simulating investment returns – Aleph Blog
• A way to enhance momentum profits – Alpha Architect
• How concentrated should you make your value portfolio? – Millennial Money
• The three skills you need to become a “bond king” or the like – A Wealth of Common Sense

North America:

• Krugman: Spending and Growth, 2009-13 – New York Times
• Mapping the Impact of the U.S. Energy Boom – Bloomberg Businessweek
• Where Might Obama and the G.O.P. Agree? Here Are Possibilities – New York Times
• Wages, full employment and reducing inequality – Washington Center for Equitable Growth
• Republican sweep extends to state level – Washington Post

Europe:

• Luxembourg Leaks: Global Companies’ Secrets Exposed – icij.org
• Luxembourg vows to end banking secrecy amid tax allegations – Financial Times
• Leak reveals scale of corporate tax deals with Luxembourg – Financial Times
• The ECB confronts the dark past of its new home with sensitivity – Financial Times
• Don’t mess with Mario Draghi – MarketWatch
• Euro hits two year low as ECB tells staff to prepare more measures – The Guardian
• Poor European data puts ECB in the spotlight – CMC Markets

Asia:

• China says probe into disgraced security chief could take time – Reuters
• China Set to Host Regional Anticorruption Network – Wall Street Journal
• No timetable for full relaxation on one-child policy in China – Xinhua
• Goldman’s Blankfein Sees China’s Century After Growth Transition – Bloomberg

Local:

• Woodside browses Apache assets – The AFR
• Abbott’s big win in Washington DC – The AFR
• How to avoid tax system mockery – The AFR
• ATO revokes multinationals’ tax deals – The AFR
• No China sweetener when it comes to FTA sugar – The AFR
• ACCC boss Sims defends micro reforms – The AFR
• China deal on cattle exports – The Australian
• The PM and Treasurer should admit how unfair the Budget is – The Australian
• Tony Abbott has taken on reform challenges, but there’s hardly any support from business – The Australian
• NZ’s approach to broadening GST deserves our attention – The Australian
• China FTA: A boon for services and construction – The Australian
• Capital city rents hit wall – The Australian
• Goyder fears tax complications from global crack down – The Australian
• Job numbers paint bleak jobs picture – Canberra Times
• Victoria’s desalination plant rip-off – The Age
• Luxembourg tax leaks put pressure on G20 to act – The Guardian
• Dear Bill Shorten: It’s time to drop your soft bipartisanship – The Guardian
• A bleak jobs picture that’s set to worsen – Business Spectator
• Housing debate: foreign money can quickly recede – The Drum

Other:

• How to use universities to rebuild cities – Fortune
• What are kids missing by finishing a bachelor’s degree in three years? – Wall Street Journal
• What can you do with a degree in the arts? – The Atlantic
• The return of the Cold Trade War? – VOX
• Elevators race to top as technology matches skyscraper growth – Financial Times
• Israeli students find affordable housing in shipping container apartments – Washington Post