Global Macro / Markets / Investment:
- The outlook for commodities in 2016: Bloomberg Video
- Is a planned market drop in oil inventories behind the Santa rally? ZH
Americas:
- Trump is blowing up the GOP presidential race with a new stronger lead in the polls: BI (angels weep…)
- The perils of Fed Gradualism by Stephen Roach at Project Syndicate (good read)
Europe:
- Religion in the EU is a neglected variable: ER Info (indeed – need another century of reform, especially with Muslim influx, which is a good thing to melt the pot further)
- Russia sees holiday terror risk rise: Bloomberg
- UK economy grows less than expected as revisions point to loss of momentum: Bloomberg
- Is Greece really on the road to recovery? BBC (no.)
Asia/Middle East:
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- Uncharted waters for the Renminbi in 2016: The Diplomat (a big weakening trend is evident…)
- Saudi Arabia has been funding Islamist terrorism for nearly 40 years: Project Syndicate (now, theres the bloody problem. Lets hope oil’s decline will spell the end of the Barbaric Kingdom of Saud)
- Gloom descends on the Gulf as oil’s price shock hits home: FT (excellent news – time for reform chaps!)
Local:
- Can’t buy better publicity – Rio gets front page header on AFR (for no real reason)
- Aussie company develops medicine cannabis crop that can’t go illicit: AFR (now that makes no sense given the worldwide trend towards drug decriminalization)
- Unable to rise GST, Scott Morrison to carve up income tax to the States: The Oz’n’chips
- Mea culpa from Bernard Salt on the shrinking backyard: The Oz’n’chips (well, when you want to stack in Aussies into only a couple of poorly planned cities, this is what happens…Well done Bernie)
- Will Festivus face the chop? DomainFaxSmage (funny article actually. Christmas is what you make it!)
Other:
- Giving away $1billion is hard, apparently: FT (give it here, I can work with that!)
- Why restrictive rules of engagement (ROE) are making the West lose wars in the Middle East: ZenPundit (interesting read, pointed out to me by friends who are veterans)
- 2015’s biggest IT hacks: Wired
- World’s first biologically powered – cyborg – computer chip invented: Gizmag