Links

Macro & Markets Six taboos that baby boomers avoid thinking about – Guardian How 30 years of a polarised economy have squeezed out the middle class – Guardian A hundred-year loan?

Global Macro / Markets / Investing: Why The Grandpa Portfolio Will Crush The Millennial Portfolio – millennialinvest.com The Newest Commodity: Oil Storage Space – Wall Street Journal The U.S.

….Sorry I was out last night, and will add to these as possible on a busy day today….

Global Macro / Markets / Investing: Two Theories on Berkshire Hathaway – New York Times Buffett and Hedge Funds Share a Trait: No Alpha – Alpha Architect Company Cash Bathes Stocks as Monthly Buybacks Set Record – Bloomberg This is nuts, where have all the bonds gone?

Global Macro / Markets / Investing: The 15 Most Miserable Economies in the World – Bloomberg A Financial System Still Dangerously Vulnerable to a Panic – Wall Street Journal The Negative Way to Growth?

Global Macro / Markets / Investing: Banks Face U.S.

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.

Global Macro/Markets Unbalanced hopes for the world economy – FT.com Did the Fed Just Enter the Currency Wars?

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?

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’!

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?

Global Macro / Markets / Investing: Can demography affect inflation and monetary policy?