Global Macro / Markets / Investing:
- David Einhorn’s Greenlight Q2 Letter To Investors – ValueWalk
- Whatever happened to the Brics? – Financial Times
- Who benefits from the implicit subsidy to ‘too big to fail’ banks? – Bank Underground
North America:
- The Earthquake That Will Devastate Seattle – New Yorker
- The Shrinking Deficit – Calculated Risk
- U.S. Annual Budget Deficit Remains Near 7-Year Low in June – Wall Street Journal
- Blackstone Selling 1,300 Atlanta Houses in Strategy Shift – Bloomberg
- The Declining Number of Illegal Immigrants – Conversable Economist
- Is the U.S. Economy Set for a Second-Quarter Rebound? – Wall Street Journal
Europe:
- Yanis Varoufakis opens up about his five month battle to save Greece – newstatesman.com
- Greece is being treated like a hostile occupied state – The Telegraph
- Saving Greece, Saving Europe – Project Syndicate
- Greek bailout deal ’a new Versailles Treaty’, says Yanis Varoufakis in first post-resignation interview – ABC
- Prime Minister Alexis Tsipras’ statement following the conclusion of the Eurozone Summit – PM of Greece
- Tsipras Moves From Predator to Prey at Euro ’Torture’ Summit – Bloomberg
- Killing the European Project – New York Times
- Greece crisis: Sleeping on the streets of Athens – CNN Money
- Why Greece should leave the euro zone – Washington Post
- The Greek Deal Is a Disaster for Greece, and Maybe for Europe – New York Times
Asia:
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- China targets rights lawyers as crackdown on activists widens – Reuters
- China Rally Gains Steam but Many Firms Still Halted – Wall Street Journal
- Two Scary Charts About China – Bloomberg View
- China’s Gray Market in Margin Lending Is Probably Massive – Bloomberg
Local:
- Fatal Extraction: Australian mining in Africa – icij.org
- Combet rejects Coalition claims on renewables investment – Canberra Times
- ‘Airy-fairy’: Abbott delays climate target – Canberra Times
- Generation X nowhere near economic Nirvana – Canberra Times
- John Fraser can teach Abbott a thing or two about economics – The Australian
- Home loans the flashing red light in $24b capital call – The AFR
- Melbourne house prices could outpace Sydney’s: Propell – The AFR
- Renewable energy sector takes aim at Government – ABC Lateline