Links

Global Macro / Markets / Investing: Does a Carbon Tax Work?

Global Macro / Markets / Investing: Warren Buffett Berkshire Hathaway shareholder letter – berkshirehathaway.com When ’Good’ Credit Assets Go ’Bad’ – Bloomberg U.S.

Global Macro / Markets / Investing: Helicopter drops might not be far away – FT New fund designed for world of negative rates – FT Hedge funds are getting ready for Armageddon – Business Insider Is The Fed Running Out of Ammo?

Macro, Markets & Investing HKEx to launch gold futures contracts denominated in yuan – SCMP Central bankers on the defensive as weird policy becomes even weirder – Guardian A New Breed of Trader on Wall Street: Coders With a Ph.D.

Global Macro / Markets / Investing: The $3.6 Trillion Commodity Bubble That Hinges on Oil – Bloomberg Kyle Bass, a sharpshooting short-seller – FT Why have real interest rates fallen so much?

Harbinger, 1986, James Gleeson, National Gallery of Victoria ….I don’t know what has happened with ASX at the Close, so will go early, and add through the eve into tomorrow….

Global Macro / Markets / Investing: Threats to hedge fund managers’ ‘secret sauce’ – FT World’s Largest Hedge Fund In Trouble?

Global Macro / Markets / Investing: The Rise and Fall of the Unicorn – NY Times Credit-Default Swaps Are Back as Investor Fear Grows – Bloomberg Oil Is the Cheap Date From Hell – Bloomberg Bank recapitalisation and economic recovery after financial crises – VOX Negative Interest Rates Are Spreading Across the World.

Global Macro / Markets / Investing: Deutsche Bank Said in Early Stages of Mulling Bond Buyback – Bloomberg How Low Can Central Banks Go?

Global Macro / Markets / Investing: Gundlach Says ’Frightening’ Seeing Financial Stocks Below Crisis – Bloomberg “It’s the stocks, not the shocks” – FT Grantham: The Real American Exceptionalism; 2015 and 2016, U.S.