Macro Markets & Investing
- Brent crude slides to 11 year low on Chinese concerns – FT
- Reversion to mean as commodity forces awaken – FT Alphaville
- Irredeemable? Can the biggest former star of the emerging markets miracle recover – The Economist
- Economists evolving understanding of the zero interest rate liquidity trap – The Economist
- A shocked Wall Street reacts to China’s surprising devaluation of the Yuan – Zero Hedge
- The global monetary non-system – Project Syndicate (Great read)
Europe
- The Danger of a weak Europe – Project Syndicate
- No Plan “B” for ECB despite low inflation lingering- Reuters
- Trump threatens to cancel big development in Scotland – Guardian (douche alert)
- What the US can learn from the devaluation in Pound Sterling – The Economist
- Germany says 1.1 million refugees arrived last year – Bloomberg: puts our own “boats crisis” in perspective
Americas
- The Fed is a giant weapon with no ammunition left, says former Fed Fischer – Business Insider
- Bernie Sanders Wall Street plan in 3 minutes – BloombergVideo (watch it – sensible, far reaching, robust)
- Obamas unfinished gun business – Bloombergview
- ADP employment surges, especially manufacturing – ZH
- Fed minutes show continued concern on low inflation – WSJ
- Apple shares dip below $100 as market rout continues – Reuters
Asia/Middle East
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- Provoke at your peril, Saudis told by Obama administration – BI
- North Korea probably didn’t drop a H-Bomb, according to nuclear experts – Quartz
- But it highlights their ambitions, say analysts – Nikkei Review
- China’s impossible trinity shows why 2016 will be a rocky year – Michael Janda, ABC (must read of day)
- Sunni/Shia split in Muslim world explained – FT
Australia
- Origin Energy compliance would take “years” to restore – Australian Business Review
- Dick Smith collapse highlights lack of retail talent – AFR (the lack of risk as well)
- Western Sydney land values surge 47% – AFR (why? I mean really? WTF?)
- El Nino sees end to record hot year in 2015 – The Age
- Insolvency team spotted at Palmer plant – The Oz’n’Chips
- Rent seekers and failed coal magnates clash over who has best ponies – The Oz’n’Chips (I mean, really?)
Other
- Science can help you beat writer’s block – Quartz
- Is the US Republican party a “pro-life” or “pro-death” – DailyNews (mostly Column B. Its a failed institution, for sure)
- Bubbles really jump out at you, poste haste – Business Insider (great chart)