Global Macro / Markets / Investing:
- Insatiable Demand for Long Bonds Isn’t Short Term – WSJ
- Fracking 2.0: Shale Drillers Pioneer New Ways to Profit in Era of Cheap Oil – WSJ
- Markets Overlooking A Clear & Present Danger? – Real Investment Advice
- Bargain Hunters Flock To European Stocks in Great Rotation From the U.S. – Bloomberg
- You Know It’s A Global Debt Bubble When… – Zero Hedge
- Brexit Begins: Implications for Investors – PIMCO
- Aluminum premiums set to soar 35% in Japan – Nikkei Asian Review
- Marijuana ETF ‘the most scrutinized fund that we’ve ever launched,’ Horizons CEO says – Financial Post
- How to Handle an Oil Shock – Project-Syndicate
- Gold to edge up in 2017 as risk-averse buying offsets oversupply: GFMS – Reuters
- China steps up Americas oil imports, Unipec backs ‘new frontier’ – Reuters
- Miners are spending again, but only to stand still – Reuters, Clyde Russell
- Ports in China have enough iron ore to build 13,000 Eiffel Towers – Reuters…and the price forecast in the budget will be?…
- Don’t do what you love for a career—do what makes you money – Quartz
- Rethinking the Economics of Land and Housing — theft and freedom – FT.com (book review)
Americas:
- Today’s Russia hearings actually revealed something new and important – Washington Post
- Things Go From Bad to Worse for Devin Nunes and Team Trump – Daily Beast
- White House staff shake-up comes in wake of health care debacle – CNN
- California snowpack is one of the biggest ever recorded, and now poses a flooding risk – LA Times
- Colleges Can Spark a Rust Belt Revival – Bloomberg
- Flynn offers to cooperate with congressional probe in exchange for immunity – Washington Post
- Here’s how the U.S. got to $20 trillion in debt – MarketWatch
- The Costs of Southern Gun Culture – Bloomberg
- Public support for marijuana legalization surged in 2016 – Washington Post
- CBO Warns Of Fiscal Catastrophe As A Result Of Exponential Debt Growth In The U.S. – Zero Hedge
- Debt and deficits are going to explode in the next 30 years, CBO says – CNBC
- Trump is looking at new ways to go after countries that game their currencies – CNBC
- Venezuela Lurches Toward Dictatorship as Top Court Seizes Power – Bloomberg
- Venezuela Muzzles Legislature, Moving Closer to One-Man Rule – NY Times
- Venezuela’s Maduro decried as ’dictator’ after Congress annulled – Reuters
- After Calling Nafta ‘Worst Trade Deal,’ Trump Appears to Soften Stance – NY Times
- Net Neutrality Is Trump’s Next Target, Administration Says – NY Times
- Be careful what you wish for: Developers fire warning shots at politicians over rent control – Financial Post
- American consumer confidence at 16-year high on strong economy – SCMP
- The Risks to America’s Booming Economy – Project-Syndicate
Europe:
- Britain’s brutal encounter with reality – The Economist
- Putin Threatens Protesters With Stricter Measures – WSJ
- Putin on US election hack charge: ’Read my lips: No’ – Yahoo
- BBC urged to stand firm against accusations of Brexit bias – The Guardian
- UK games industry: 40% of companies considering relocating after Brexit – The Guardian
- EU says no to free-trade talks until ‘progress’ on final Brexit terms – Guardian
- UK house prices slide for first time in almost two years, says Nationwide – Guardian
- London will remain Europe’s financial capital despite Brexit – Guardian
- Beginning ‘Brexit’ and Bracing for Impact – NY Times
- 29 charts that explain Brexit – Bruegel…great set of charts…
- Moscow’s big move: is this the biggest urban demolition project ever? – Guardian…huge project…
Asia:
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- China’s hottest new boy band is actually made up of five androgynous girls – Quartz
- China central bank paper claims Beijing can make ‘impossible trinity’ possible – SCMP
- China Confirms Details of Trump-Xi Meeting at Mar-a-Lago – NY Times
- This Chinese Stock Soared 4,500% on Nasdaq and No One Knows Why – Bloomberg
- China Has Exchange-Traded Donkeys – Bloomberg
- Wages and prices on the way up in Japan – Nikkei Asian Review
- Indians wonder whether a job in the US is still worth it – Nikkei Asian Review
- China can’t resist meddling in the marketplace – Nikkei Asian Review
- Trump to launch review of trade policy as he levels new threats at China – Washington Post
- China factory activity grows at fastest pace in nearly 5 years – SCMP
- China central bank paper claims Beijing can make ‘impossible trinity’ possible – SCMP
- Rich Chinese rush to get US investor visas before costs may soar – SCMP
Trans-Tasman:
- Great interview with Sustainable Australia’s William Bourke – 2GB
- This Is Why Australia Hasn’t Had a Recession in Over 25 Years – Bloomberg
- South Australia to get $1bn solar farm and world’s biggest battery – The Guardian
- Transparency International Report: Australia leads the world in selling housing to money-launderers – Boing Boing
- Government gave 18C changes ‘best shot’: Cormann – SBS News
- Government sets up private sector finance agency for transport projects – The SMH
- Turnbull’s taxing battle as fractious session grinds towards end – The Conversation
- Former Fair Work officers retire on full pensions well before they reach 65 – The SMH
- Senate signs off on human rights changes – SBS
- Coalition should seek ‘fresh mandate’ for 18C reform, inquiry chair says – The Guardian
- Leaking buildings, mould and court battles: The dark side of the apartment boom – ABC
- The zombies that haunt the Coalition’s budget bottom line – ABC
- Uber to be accredited in South Australia – ABC
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What is govt doing on foreign buyer data? – Interest.co.nz
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How AEMO’s new boss will reform Australia’s energy vision – Reneweconomy
- Australia Won’t Be So Easy for Trump to Bully – Bloomberg