Global Macro / Markets / Investing:
- There’s too much of everything and it’s not good for anyone – The Reformed Broker
- Warren Buffett Berkshire Hathaway shareholder – berkshirehathaway.com
- Watch Five Years of Oil Drilling Collapse in Seconds – Bloomberg
- What Happened to the Great Divergence?–February 26, 2016 – Federal Reserve
- World trade records biggest reversal since crisis – FT
- Pimco Adviser Sees ‘The Trade of a Decade’ in Emerging Markets – Bloomberg
- Negative rates, negative reactions – VOX
- Here’s How Electric Cars Will Cause the Next Oil Crisis – Bloomberg
- Companies are having the hardest time selling their bonds in a decade – MarketWatch
- Bankers have not learnt the lessons of the Great Crash – The Telegraph
- Mark Carney’s last chance saloon warning on the global economy – Channel 4
Americas:
- Inside the Republican Party’s Desperate Mission to Stop Donald Trump – NY Times
- Trump is the GOP’s Frankenstein monster. Now he’s strong enough to destroy the party – Washington Post
- Donald Trump: We’re going to ’open up’ libel laws – Politico
- A comment on the Labor Force Participation Rate – Calculated Risk
- The Faces of American Power, Nearly as White as the Oscar Nominees – NY Times
- Deepening default fears cast shadow over Venezuela’s oil flows – Reuters
Europe:
- Donald Trump is not a joke: A warning to Americans from an Italian who survived Berlusconi – Quartz
- EU pulls plug on kettle rules to take steam out of Brexit campaign – FT
- G20 warns on the perils of Brexit – FT
- Euro-Area Disappointments Mount as Inflation Rates Slip Back – Bloomberg
- Fearing Brexit, Brussels pulls plug on kettles ban – The Telegraph
Asia:
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- As China’s Economic Picture Turns Uglier, Beijing Applies Airbrush – NY Times
- Krugman: What’s going on in China right now scares me – Business Insider
- Michael Pettis: Here Is Why Kyle Bass Is Mistaken On China – ValueWalk
- The BoJ has started helicopter drops – philosophyofmoney.net
Trans-Tasman:
- Shorten’s negative gearing plan wins support in investor heartland – Canberra Times
- Howard warns PM over early election – Canberra Times
- Time is running out for the new Prime Minister to extract himself from this policy – Canberra Times
- Malcolm Turnbull: the incredible shrinking man – Canberra Times
- Does Turnbull have the ticker ? – Canberra Times
- Tony Abbott: I could have won this election – Canberra Times
- Labor ups attack: Turnbull is ‘Tony Abbott in a top hat’ – Canberra Times
- John Howard: No need for same-sex marriage plebiscite – Canberra Times
- You’ll get more detail from a Chinese dairy company than our government – Canberra Times
- Developers feel the heat as frustration builds over lending – Canberra Times
- Leap day highlights cost of unpaid overtime – The Age
- GST model was a hoax – The Age
- Be careful on negative gearing: Howard – The Australian
- Abbott: Defending my economic narrative – The Australian
- Tax relief move ‘before budget’ – The Australian
- Holden rejects tycoon rescue – The Australian
- No ‘Big Short’ effect in auction results – The AFR
- Turnbull fast-tracks tax plans – The AFR
- What is the point of Malcolm Turnbull? – The AFR
- A banker’s plan for low-cost housing – The AFR
- Meriton boss Harry Triguboff says super should be used for housing – The AFR
- Why Turnbull can’t run a decent scare campaign – The AFR