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Links 25 February 2015
Leith van Onselen
9 years ago
Links 24 February 2015
Leith van Onselen
9 years ago
20
Links 23 February 2015
Global Macro / Markets / Investing: Highest Forward 12-Month P/E Ratio for S&P 500 since 2004 – Factset.com Emerging markets a source of gloom – The Economist Jesse Livermore: The Greatest Trader Who Ever Lived – Crossing Wall Street Robert Shiller’s Bubble Vision – Bloomberg View North America: The U.S.
Leith van Onselen
9 years ago
Weekend Links, February 21-22, 2015
Ritualised Forms
9 years ago
336
Links 20 February 2015
Global Macro/Markets Unbalanced hopes for the world economy – FT.com Did the Fed Just Enter the Currency Wars?
Ritualised Forms
9 years ago
18
Links 19 February 2014
Leith van Onselen
9 years ago
19
Links February 18, 2015
Ritualised Forms
9 years ago
30
Links 17 February 2015
Global Macro / Markets / Investing: Rigged, manipulated and opaque: the $3 trillion oil market needs reform – Telegraph The White House Walks Away from Clean Coal – Bloomberg Premature deindustrialisation in the developing world – Vox What is Driving the Dollar?
Ritualised Forms
9 years ago
26
Links 16 February 2015
Global Macro / Markets / Investing: $9 Trillion Question is how tighter Fed will impact world – Bloomberg Robert Shiller’s (depressing) advice for investors – Yahoo Shiller warns bond investors: Beware of ‘crash’!
Leith van Onselen
9 years ago
1
MacroBusiness Weekend Links February 14-15
China/Asia China’s Credit Growth Accelerates in Boost to Economic Outlook – Bloomberg The Global Economy’s Chinese Headwinds – Project-Syndicate…good read from Adair Turner… What Happened to the Chinese Shopper?
Ritualised Forms
9 years ago
295
Links 13 February 2015
Leith van Onselen
9 years ago
25
Links 12 February 2015
Leith van Onselen
9 years ago
14
Links 11 February 2015
Global Macro / Markets / Investing: Can demography affect inflation and monetary policy?
Leith van Onselen
9 years ago
11
Links 10 February 2014
Leith van Onselen
9 years ago
7
Links 9 February 2015
Leith van Onselen
9 years ago
2
#libspill spillover
My mobile has just bugged out on 200 comments for w/e links, so here is the promised spillover page.
__ADAM__
9 years ago
147
Weekend Links 7th-8th Feb 2015
Likely to be a big comment weekend given the #Libspill so , if we get to over 250 comments, I’ll kick off a second page so those on mobiles can still play along… Italics is gunna ..
__ADAM__
9 years ago
225
Links 6 February 2014
Leith van Onselen
9 years ago
1
Links 5 February 2014
Global Macro / Markets / Investing: January’s PMI surveys signal first global growth upturn for six months – Markit For BP and Shell, oil is in very troubled waters – Guardian Is S&P’s $1.38B deal enough to keep credit raters in check?
Leith van Onselen
9 years ago
7
Links 4 February 2014
Leith van Onselen
9 years ago
9
Links 3 February 2014
Leith van Onselen
9 years ago
20
Links 2 February 2015
Global Macro / Markets / Investing: Seven Reasons Cheap Oil Can’t Stop Renewables Now – Bloomberg Oil Cash Waning, Venezuelan Shelves Lie Bare – New York Times What sectors are cheap?
Leith van Onselen
9 years ago
3
Weekend Links 31st Jan – 1st Feb 2015
__ADAM__
9 years ago
279
Links January 30 2015
Global Macro / Markets / Investing: Goldman Sachs stays ultra-bearish on gold long term – Mineweb Hasenstab Sees $3 Billion Vanish in Ukraine as One Big Bet Sours – Bloomberg…ouch… What will stop the infernal aluminum premium machine?
Ritualised Forms
9 years ago
8
Links January 29, 2015
Global Macro / Markets / Investing: Saudi Aramco to renegotiate some contracts on low oil price – CEO – Reuters China commodity trade data show winners are scarce – Reuters Sadly for all our futures, cheap money is here to stay.
Ritualised Forms
9 years ago
9
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