Global Macro / Markets / Investing:
- Why the low volume effect is fading – ETF.com
- Optimal size for hedge funds is “not very big” – DSGMV
- Calculating the true cost of air pollution – Project Syndicate (add that to coal/gas and solar is a lot cheaper)
- US stocks hit record highs again – Reuters
- Sub prime auto the next lending crisis – John Oliver (NSFW, but always good)
Americas:
- Should America consider the Libertarians? Politico (less nutty than GOP for sure…still a little nutty – and high, but not corrupt like the Dems)
- Fidelity pushing for tax deduction on student loan repayments – FT (good or bad thing? I’d write it all off and start again peeps)
- What caused the Fed’s dovish turn – Gavyn Davies at FT
- Hedge funds reckon USD to lose against Yen – Bloomberg (go long USD then?)
Europe:
- What conditions do the UK have to meet for a Brexit? Bruegel
- As new PM Theresa May puts full weight behind exit – Bloomberg
- Average rents in London fall for the first time in 6 years – FT (BREXIT!)
- As the pound continues its longest run of losses against its peers – Bloomberg
Asia:
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- Japan transferring Coast Guard ships to South China Sea – BI
- The future of US/Asia-Pacific Policy – The Diplomat
Trans-Tasman:
- Trumphanson hits back after church stunt – The Age
- ‘Straya has lost moral compass says NZ opp’n – The Age
- MPs rally against “bank bastardry” – The Oz’n’Chips – keep up the good fight fellahs!
- Turnbull/Joyce meet with dairy heavyweights over milk price crisis – ABC
Other:
- Can the technology behind Bitcoin build dependable systems for business? The Economist
- Failure is the key to success – The Guardian
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