Global Macro / Markets / Investing:
- Offshore wind power generation is growing but costs are still high – The Economist
- Where to hide in emerging markets rout – Reuters
- Another list of predictions for 2015 – FT
- This is a better way of looking at the “unknowns” – Marginal Revolution
- Investors believe aged care has come of age – AFR (true, but beware the risks as well..)
- Case against socially responsible investing – Bankers Anonymous
- Asset class picking is the new stock picking – Noahpinion/Bloomberg (interesting, but not exactly true)
- Five New Year’s resolutions for economic policymakers – Telegraph
- Winner Becomes Loser as Rain Revives Brazil Coffee Supply – Bloomberg
- World stock market review: Volatility surges as sell-offs punctuate 2014 – Telegraph
- BP investigated forex traders amid ‘cartel’ fixing claims – Telegraph
- Chart shows how U.S. drillers respond to oil drop – MarketWatch
- 10 global leaders keeping the world in a financial mess – MarketWatch
- Five Reasons for Slow Growth – Project-Syndicate
- The Cartel: How BP Got Insider Tips Through a Secret Chat Room – Bloomberg
- This Era of Low-Cost Oil Is Different – El-Erian, Bloomberg
- Break Up Citigroup – Project-Syndicate
Americas:
- US consumer confidence rises in December – Reuters
- US housing in 2015 is a fragile investment: Robert Shiller – ZH
- Alaska having a state financial crisis over low oil prices – ZH (Drill to Western Australia baby drill!)
- The Obama Recovery – NY Times, Krugman
- Signs of a Tightening Labor Market, but Still Room for Improvement – NY Times
- Greenspan Throws a Wet Blanket on Hopes for Growth Breakout – Bloomberg
- The Big Economic Unknowns of 2015, From Unemployment to Oil – NY Times
- Obamacare and Effective Government – Project-Syndicate
- At least 7.1M signed up for 2015 Obamacare plans so far – Washington Post
- Case-Shiller Index for October Shows Home Prices Slowing Further – NY Times
Europe:
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- Radioactive leak at Ukraine nuclear power plant – RT
- Greece’s snap elections in graphics – The Economist
- Why Greece’s election makes the EU nervous – BBC (its not May though….)
- Average house prices in London soar above 400K GBP! – FT (35% above the pre GFC peak….)
- WHEN WILL EUROPE BEGIN TO RECOVER FROM ITS EPIC DEPRESSION? – Pieria
- Helping the ECB Cross the Rubicon – Project-Syndicate
- The odds of Greece leaving the euro have never been higher – Washington Post
- Standoff in Ukraine – Bloomberg
- This Greek tragedy could end in utter ruin – Telegraph
Asia:
- How China’s cultural revolution haunts its current leaders – The Diplomat
- Could “The Interview” unseat Kim Jong-Un? – BBC Asia
- Well, its unseating the countries internet – still out – BBC Asia
- Say Goodbye to ‘Made in China’ – Bloomberg
- Japan to lower corporate tax rate – WSJ (need to do a bit more than tinkering with tax fellahs)
- The Renewed Promise of Abenomics – Project-Syndicate
Local:
- The search for Australia’s lost hospital ship – BBC Asia
- Curtis Island LNG about to start exporting coal seam gas – ABC
- ALDI to expand into WA and SA (at higher cost) – AFR
- Testing times make for great and bad leaders – ABC (Chris Berg though, not bad…)
- Australian farmers facing financial crisis as they take on ANZ Bank – ABC (again)
- 2014 Uni grads facing grim conditions – Fairfax (interesting chart there on post GFC declining salaries)
- Strategy That Screams Sell Aussie Trumps All in 2014: Currencies – Bloomberg
Other:
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- Neil Degrasse Tysons essential reading list – Brainpickings (a really interesting list, with the bible at the top….)
- Hourly operating costs for US military aircraft – BI (no surprise which is the cheapest or most expensive)
- Anchorage, Alaska never saw a day below zero in 2014 – Washington Post
- Here’s what’s behind America’s growing appetite for goat meat – MarketWatch
- FBI Investigating Whether Companies Are Engaged in Revenge Hacking – Bloomberg
- Are you taller than Vladimir Putin? Use our calculator to find out. – Washington Post…I’ve stood in the same room as him, he is pretty short…
- Stop thinking of your home as an investment – MarketWatch
- Putin’s Winning Streak – Project-Syndicate
The view you should take for next year and beyond – we’re all here together!
Or watch a cat….LINK (2Mb GIF)
See you next year!
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