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Global Macro / Markets / Investing:
- Seven Reasons Cheap Oil Can’t Stop Renewables Now – Bloomberg
- Oil Cash Waning, Venezuelan Shelves Lie Bare – New York Times
- What sectors are cheap? Energy and consumer discretionary – Alpha Architect
- What successful short-sellers look for in a shortable stock – Contrarian Value Edge
- Rising interest rates and the risk of 60/40 portfolios – A Wealth of Common Sense
- Don’t ignore the slope of the yield curve – Economics 21
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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