August 23 links: Ben dines with Muammar

To the moon: gold
Up: $US, grains,metals, CRB, energy
Flat: Euro, Aussie
Down: Treasuries
Periphery contagion:

Greece	2 Year	5 Year	10 Year
Portugal	2 Year	5 Year	10 Year
Ireland	2 Year	5 Year	10 Year
Spain	2 Year	5 Year	10 Year
Italy	2 Year	5 Year	10 Year
Belgium	2 Year	5 Year	10 Year
France	2 Year	5 Year	10 Year
Germany	2 Year	5 Year	10 Year

Libya blogs: Al Jazeera, NYT, Telegraph
The promise of rebel leadership. The Arabist
Or not. The Interpreter
Libyan oil still distant. FT
Arab spring renewed. FT
BofA CDS hits escape velocity. Zero Hedge
Vanishing European bank liquidity. Zero Hedge, Alphaville
What to expect from Bernanke. Zero Hedge
Share sentiment versus valuation. FT, Alphaville
Boomers may stall stocks for a decade. Bloomberg
Buy local. SMH We are talking about business here, right?
Dutch disease. Ian Verrender Going mainstream
Bluescope versus Onesteel. Tim Boreham
Iron ore steady. Reuters

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.