Links

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Links 9 December 2019

Global Macro / Markets / Investing: The Davos Manifesto: Towards a better kind of capitalism – WE Forum Millennials weren’t the only ones gutted by the recession. Gen X has never recovered. – VOX Digital Currencies to Soar in Coming Decade, Predicts Deutsche Bank – Be In Crypto What Kind of Capitalism Do We Want?

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Weekend Reading: 7-8 December 2019

Global Macro / Markets / Investing: Are you ready? Goldman Sachs says that every one of its private equity clients is preparing for recession – Business Insider Moody’s Downgrades Outlook for Global Banks – Gold Silver Bitcoin Fed pumps $70.1 billion in one day liquidity into financial market – what does this actually mean? –

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Links 6 December 2019

Global Macro / Markets / Investing: The repo market is ‘broken’ and Fed injections are not a lasting solution – MarketWatch Crude Oil Could Fall to $40 if OPEC+ Fails to Deepen Cuts – Wolf Street The Fourth Industrial Revolution could spell more jobs – not fewer – WEF Forum Americas: Harvesting the Blood of

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Links 5 December 2019

Global Macro / Markets / Investing: Trump blows off concerns he’s roiling markets with his trade comments – Politico 70% of economist expect a recession before the end of 2021 – MarketWatch The ergodicity problem in economics – Nature Americas: U.S. solar industry to lose 62,000 jobs due to Trump tariffs – Reuters U.S. Students

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Links 4 December 2019

Global Macro / Markets / Investing: It’s getting more expensive to eat, and economists are worried – Financial Post Foreign currency traders at Morgan Stanley had hidden a trading loss of upwards of $140 million – Bloomberg Ten trillion dollars of US corporate debt set off alarm bells – WSWS Bitcoin halving will definitely Surge

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Links 3 December 2019

Global Macro / Markets / Investing: Elites Create Money From Thin Air While we Have to Work for Ours – 7Bitcoins The Way Out for a World Economy Hooked On Debt? Yet More Debt – Bloomberg Sudden Plunge in 3 Hong Kong Stocks Offers a Cautionary Tale – NY Times Americas: John Deere demands further

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Links 2 December 2019

Global Macro / Markets / Investing: Automakers Offer Record Incentive Spending As Trillion Dollar Auto Bubble Becomes Unsustainable – Zero Hedge Why Amazon won’t dominate in groceries – Venture Beat Global Auto Sales Expected To Crash More Than After The Financial Crisis – Zero Hedge Forgiving Student Debt Would Boost Economy, Economists Say – NPR

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Weekend Links: 30 November – 1 December 2019

The arrival of implacable gifts, 1985, James Gleeson, Art Gallery of NSW     China – Asia ‘China spy’ spills secrets that rattle Taiwan and Hong Kong – Nikkei Asian Review China Financial Warning Signs Are Flashing Almost Everywhere – Bloomberg Sri Lanka’s new government wants to undo Hambantota port lease to Chinese venture –

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Links 29 November 2019

Global Macro / Markets / Investing: US stock market record highs amid strong economic data – Yahoo 5 More Signs That The Global Economy Is Careening Toward A Recession – Most Important News How the IMF can battle gradual irrelevance – Jordan Times This digital currency could build a more sustainable global economy – European

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Links 28 November 2019

Global Macro / Markets / Investing: WeWork shows that real profit still matters more than “growth” – The Drum Audi To Cut 9,500 Jobs To Fund Shift To Electric Vehicles – Forbes Decentralised finance in developing countries: it’s potential and constraints – Medium Americas: The great American labor paradox: Plentiful jobs, most of them bad

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Links 27 November 2019

Global Macro / Markets / Investing: The Rich Have Assets, The Poor Have Debt – Zero Hedge Bitcoin is Down: these might be the possible Reasons of Dumping – Token Hell $21 Trillion in Missing Money Could Trigger Meltdown – USA Watchdog Americas: It’s Official: The United States Is Now A Banana Republic – Zero

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Links 26 November 2019

Global Macro / Markets / Investing: Artificial Intelligence And Blockchain: A Perfect Match – Medium The $4 trillion force propelling US stocks to record highs – CNN The Next Wave of Debt Monetization Will Be a Disaster – Epoch Times 150 Years Of Bank Credit Expansion Is Near Its End – Zero Hedge Investors Bet

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Links 25 November 2019

Global Macro / Markets / Investing: 150 Years Of Bank Credit Expansion Is Near Its End – Zero Hedge Inside WeWork’s week from hell: How the mass layoffs went down – CNN Investors Bet on Volatility Comeback in 2020 – Stock Market News Angry savers emailed Janet Yellen: We’re getting crushed by low rates –

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Weekend Reading: 23-24 November 2019

Global Macro / Markets / Investing: Famed economist David Rosenberg lays out the evidence that recession risks are alive and well – Business Insider The world’s best pension system is being pushed to the brink – CNN Full-blown profits recession could hit US in 2020 – CNBC The World May Have A Bigger Problem Than

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Links 22 November 2019

Global Macro / Markets / Investing: US National Debt Spiked by $1.3 Trillion in 12 Months, to $23 Tn. But Who Bought This Pile of Treasury Securities? – Wolf Street Dow Futures Crash as Moody’s Reveals 16 Fatal Recession Triggers. – CNN Wall Street thrills to idea of Michael Bloomberg presidency – “He is a

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Links 21 November 2019

Global Macro / Markets / Investing: Return of short-selling bans: market protection or ‘war against truth’? – Reuters Global economy will remain fragile in 2020 – Times Now News Trade War Drag on World Economy to Fade in 2020, Says Goldman – Bloomberg When Bitcoin Market Cap will Surpass that of Gold Crypto Analyst Reveals

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Links 20 November 2019

Global Macro / Markets / Investing: Economic Inequality and Human Enhancement – The Future Scape Global Debt Surges to a Record $250 Trillion, Highlighting a Need for Bitcoin – Be In Crypto Fed’s push into funding markets stirs fears of widening role – Politico Airbus scores major deals as Boeing falters at Dubai airshow –

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Links 19 November 2019

Global Macro / Markets / Investing: Vladimir Putin: The US Dollar Will Collapse Soon – Economic Policy Journal Help me understand two things about the repo market – St Louis Fed Americas: After the 2017 tax cuts legislation, FedEx saw its effective tax rate drop from 34% to 0% – NY Times To Lower Costs,

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Links 18 November 2019

Global Macro / Markets / Investing: Iranian Protesters Set Fire to the Central Bank of Iran After Fuel Price Rise – 7Bitcoins Retired Philantropist Bill Gates becomes the richest man in the world – Fox Once the Fed begins raising rates the everything-bubble will pop – Business Insider Wealth Disparity Expands Further – Ritholtz Bitcoin

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Weekend Reading: 16-17 November 2019

Global Macro / Markets / Investing: Wework loses $1.3 billion against topline of $934M ahead of aborted IPO – Bloomberg Global Economy ‘Breakdown’ Seen Putting More Workers at Risk of Slavery – VOA News The ‘Doomsday’ Economists Were Wrong – BeInCrypto Oil rises after OPEC’s Barkindo says U.S. shale growth may slow in 2020 –

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Links 15 November 2019

Global Macro / Markets / Investing: Wework loses $1.3 billion against topline of $934M ahead of aborted IPO – Bloomberg Is retirement dying? The old work model is disappearing for boomers, Gen Xers – USA Today Global Economy ‘Breakdown’ Seen Putting More Workers at Risk of Slavery – VOA News Google reportedly offering checking accounts

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Links 14 November 2019

Global Macro / Markets / Investing: Debt Market Bubble’s Bursting – The ‘CLO Sausage Factory’ Is Stalling – Zero Hedge Wall Street bonuses set to drop as banks focus on cost cuts – Crains New York Two Surveys of Global Businesses Slump to Gloomiest Level Since Recession! – Barrons The world economy is headed for

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Links 13 November 2019

Global Macro / Markets / Investing: Dow closes at a record high of 27,693.55 – CNBC AI Tops Emerging Technologies List Set to Inject Billions into the World Economy, New Research Shows – CRWE World Fed Says $500 Billion in Losses Show the Economic Threat of Climate Change – Bloomberg Why Decentralized Banks can Take

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Links 12 November 2019

Global Macro / Markets / Investing: An investor’s guide to space, Wall Street’s next trillion-dollar industry – CNBC ‘The System Is Broken,’ One Of World’s Top Capitalists Declares – Huffington Post Why We Must Understand Inflation Inequality – Medium Lebanese Banks in Panic Mode – Clients With Guns Demanding Money Withdrawal – 7Bitcoins Ex-Uber CEO

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Links 11 November 2019

Global Macro / Markets / Investing: Moody’s: “Millennials are the largest, most educated, and most connected generation ever – Gold, Silver Bitcoin New study reveals a single large player behind Bitcoin’s $20 000 peak two years ago – Forex Review Ex-Uber CEO Travis Kalanick Is Betting on the Rise of ‘Ghost Kitchens’ – Fortune Libra

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Weekend Reading: 9-10 November 2019

Global Macro / Markets / Investing: Dow and S&P 500 hit new record on trade deal optimism – Keyt The Dow may be headed higher, just ask Google – Yahoo Tesla Stock: an interesting investment opportunity – Igorb News Dow, S&P 500 and Nasdaq hit record levels after report China, U.S. agree to cancel tariffs

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Links 8 November 2019

Global Macro / Markets / Investing: Walgreens possible $70 billion buyout is a clear sign the stock market rally is about to end – Market Watch Ray Dalio Says the ‘World Has Gone Mad’ With So Much Free Money – Yahoo Oil price falls after renewed pessimism – Igorb News Tokenized Securities Are Coming, Thanks

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Links 7 November 2019

Global Macro / Markets / Investing: Ray Dalio–The World Has Gone Mad and the System Is Broken – Linked-in ‘Wall Street’s ledger systems don’t keep honest track of who owns what’ – American Banker Algorithmic Trading with AI-Based Aggressive Stocks Forecast Consistently Out-performs SP 500 – MarketWatch Earth Needs Fewer People to Beat Climate Crisis,

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Links 6 November 2019

Global Macro / Markets / Investing: People are stopping buying diamonds. De Beers Cuts Diamond Prices by About 5% as Industry Crisis Deepens. – Bloomberg Before each recession, the corporate rate of profit dips – The Next Recession The US has been driving the world economy alone; China should help – CNBC Lagarde: We Should

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Melbourne Cup Day Links: 5 November 2019

Global Macro / Markets / Investing: Regulators must punish banks for IT failures – Fintech Futures All of the World’s Money and Markets in One Visualization – Visual Capitalist Americas: Trump threatens to pull federal aid for California wildfires – NBC News U.S. Manufacturing Improved in October – Breitbart US economic recession worries over ISM