Global Macro / Markets / Investing:
- The $3.6 Trillion Commodity Bubble That Hinges on Oil – Bloomberg
- Kyle Bass, a sharpshooting short-seller – FT
- Why have real interest rates fallen so much? – Marginal Revolution
- Global wind power capacity tops nuclear energy for first time – Japan Times
- Bernanke: The relationship between stocks and oil prices – Brookings
- Will You Be a Gambler or the House In the Stock Market? – investorfieldguide.com
Americas:
- Is robust American growth a thing of the past? – FT
- America Is Now Fighting A Proxy War With Itself In Syria – Buzz Feed
- For Silicon Valley, the Hangover Begins – WSJ
- Trump hails torture, mass killings with ‘pigs blood’ ammo in SC – msnbc.com
- Hillary Clinton’s polling this year looks a lot like 2008 – Washington Post
- Fannie Mae at risk of needing a bailout – FT
- Dispatches from Venezuela: chavismo, dogs and economic war – Medium
- Argentina in conditional victory against ‘holdout’ hedge funds – FT
- Argentina Bonds Judge Says He Will Lift Injunctions on Debt – Bloomberg
Europe:
- David Cameron sets EU membership referendum for June 23 – FT
- European leaders strike deal to try to keep Britain in the E.U. – Washington Post
- Scotland to declare independence if Britain votes to European Union, says Nicola Sturgeon – The Telegraph
- Michael Gove: Why I’m backing Brexit – Spectator
- Here’s how to argue with a Brexiter – The Guardian
- Being neutral about Brexit – jackofkent.com
- ECB’s original sin and Franco Modigliani’s long view – VOX
- Top Oil States to Complete Output Talks by March 1, Russia Says – Bloomberg
- How much equity capital should UK banks have? – VOX
Asia:
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- Beijing is banning all foreign media from publishing online in China – Quartz
- China removes stocks regulator head after market woes – Reuters
- China removes head of securities regulator – Washington Post
- The China Delusion – ineteconomics.org
- China’s Foreign Exchange Reserves Dwindling Rapidly – NY Times
- Some upper middle class Chinese people are becoming Uber drivers to ease loneliness – techmeme.com
Trans-Tasman:
- Malcolm Turnbull warns property values will fall under Labor negative gearing policy – Canberra Times… Abbott in a nicer suit
- Independent modelling backs Labor’s negative gearing policy – The Age
- The real Malcolm: Agile or fragile – Canberra Times
- Public servants living the sweet life – Canberra Times
- The case for and against a double dissolution – Canberra Times
- ‘Swiss cheese’: Canberra plans to plug tax deduction holes – Canberra Times
- Does negative gearing have any impact? – Canberra Times
- Bracket creep is code for cutting high-end taxes – The Age
- There are more traps ahead for negative gearing strategies – The Age
- An unpopular view: Negative gearing is a policy idiosyncrasy – The Australian… Excellent article.
- Negative gearing cap plan – The Australian
- Negative gearing changes : What they mean – The AFR
- Discomfort for RBA on stubborn $A – The AFR
- Government ‘close to landing point’ on super policy – The AFR
- National extends lead over Labour/Greens – Interest.co.nz
- NZ Budget deficit bit bigger than forecast – Interest.co.nz