Links 28 September 2017

Global Macro / Markets / Investing:

• What Happens to Cryptocurrency When You Die? – Fortune
• Traders’ Bets on Likely Fed Hike This Year Climb Again: Chart – Bloomberg
• The Fall, Rise and Fall of Creative Destruction – Bloomberg
• Bridgewater’s Dalio Sees Similarities Today With 1937 – You Tube
• Value Investing is Dead, Long Live Value Investing! – Pragmatic Capitalism
• Bitcoin Futures Fail to Get Traction on Biggest Exchange for Now – Bloomberg
• So Few Market Winners, So Much Dead Weight – Bloomberg
• Artificial intelligence could be a $14 billion industry by 2023 – Business Insider
• Oil Slips After Entering Bull Market on Kurdish Export Threats – Bloomberg

Americas:

• Case-Shiller Home Prices Rise At Fastest Pace In 3 Years, Hit New Record High – Zero Hedge
• Yellen Knows Enough to Admit What She Doesn’t Know – Bloomberg
• U.S. slaps steep duties on Bombardier jets after Boeing complaint – Reuters
• The Republican Establishment And The Terrible, No Good, Very Bad Day – Five Thirty Eight
• Trump said to unveil 35% individual tax rate, option to go higher, cut corp tax to 20% – Forex Live
• McCain Calls for Bipartisan Tax Effort, Just Like on Health Care – Bloomberg
• Will a Corporate Tax Holiday Give Workers Anything to Cheer? – NY Times
• Republicans to unveil broad tax cuts, put off tough decisions – Washington Post
• The Oil Ghost Towns of Texas – Bloomberg
• Clinton pressed Trump to deploy hospital ship Comfort to Puerto Rico. Now it’s preparing to go. – Washington Post
• ‘This Is Like in War’: A Scramble to Care for Puerto Rico’s Sick and Injured – NY Times
• 6 reasons post-Maria Puerto Rico could be a Katrina-like disaster – Grist
• Power blackout leaves darkened Puerto Rico isolated and paralyzed – Reuters

Europe:

• Theresa May ’took dictation’ from Brussels in keynote EU speech when she agreed to pay Brexit divorce bill – The Telegraph
• What Brexit? London crowned top global city – City AM
• Athens fears impact of German election fallout – ekathimerini.com
• Sadiq Khan just suggested Labour may back a second referendum on Brexit – The Independent
• Europe’s Banks Finally Start Thinking About Mergers – WSJ
• How the ECB should respond to a German fiscal boost – CER

Asia:

• China ’Beige Book’ notes solid growth but “potentially darker story for 2018” – Forex Live
• Parents of Otto Warmbier, North Korea Captive, Say He Was Tortured – NY Times
• If This Is a Trade War, China’s Winning – WSJ
• Alibaba Takes Control of Logistics Business Cainiao as It Seeks Global Expansion – WSJ
• China’s Netflix to Seek at Least $8 Billion Value in IPO – Bloomberg
• Alibaba’s Latest Deal Finally Takes Deliveries Into Account – WSJ

Trans-Tasman:

• The giant is coming: the true cost of Amazon to retailers and workers – The Guardian
• Statisticians Say An Opinion Poll On Same-Sex Marriage Would Be More Useful Than The Postal Survey – Buzz Feed
• Larissa Waters may return to Senate regardless of high court outcome – The Guardian
• No women on the board? Companies warned they could face gender quotas. – ABC
• Back to the Future: NBN’s big Corporate Plan furphies – PC Authority
• Prime Minister Malcolm Turnbull says gas crisis averted, but states are to blame for high costs – The Age
• Gas export controls on hold as Government strikes deal with suppliers – ABC
• NBN bosses pocket $10m in taxpayer money – Daily Telegraph
• A decade after the global financial crisis, we’re still not back to normal – The SMH
• Liddell power station: AGL wants ‘greater degree of certainty’ around energy policy – ABC
• The real reason for the East coast gas shortage – EP Guru
• Landcare billion-dollar spending details revealed by Federal Government, but some uncertainty remains – ABC
• Drug-induced deaths at highest point since 1990s – The ABC
• Developer ordered to rebuild heritage facade it illicitly knocked down – ABC
• Winston Peters lets rip – Interest.co.nz
• Housing investors remain sidelined – Interest.co.nz
• Four years of LVRs – Interest.co.nz