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 ..
China
- Conquering China’s Mountain of Debt– Bloomberg
- China Chart of the Week: The IMF’s Falling Forecast for China– Peterson Institute …ugly chart…
- CDB Told to Return to Policy Bank Role It Left Years Ago– Caixin
- CBRC Warns Public Not to Fall for High-Interest Scams at Banks– Caixin
- State-Backed Automaker ‘Spent Millions to Buy Land, Build Villas’– Caixin
- Minsheng Bank President Resigns amid Corruption Investigation– Caixin
- Devaluation by China is the next great risk for a deflationary world– AEP, Telegraph
- China bank reserve cut deepens divergence – BBC, Yueh
- China’s bank reserve ratio cut targets two birds with one stone – SCMP
- China to have most robots by 2017 as car, electronics factories automate – SCMP
Asia
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- In the Shadow of Abenomics, Japan’s Poor and Elderly Are Being Left Behind– Bloomberg
- Japan May Force Its Workers to Take Vacation – The Atlantic
- Expectations for wage hikes grow as ‘shunto’ negotiations draw closer – Japan Times
- China-bound shipments log first fall in 5 years – Nikkei Asian Review
- Gusmao resigns as East Timor PM – Nikkei Asian Review
Europe
- Merkel and Hollande in bid to agree Ukraine cease-fire as US considers arming Kiev– Open Europe
- Danish central bank fiercely defends peg– FT
- Tsipras Vows to Keep Promises After German Rebuff – Bloomie
- Greek credit deterioration continues– Markit
- Obama Joins the Greek Chorus– Project Syndicate
- Greek Leaders Return Home for Rethink After Rebuff From Germany– Bloomberg
- German Industrial Output Rises as Economy Recovers – Bloomberg
- Greece: Here’s What Happens Next– Bloomberg
- Devaluation Edges Ukraine Closer to IMF Aid Amid Merkel Visit– Bloomberg
- Money in Greece. Five graphs and some problems.– RWER
- Greece needs an exit option– RWER
- Obama Joins the Greek Chorus– Project-Syndicate
- Draghi: Let’s Turn this Bank Run into a Stampede– Peter Dorman
- Europe’s Eurasian Opportunity– Project-Syndicate
- Greek and German finance ministers clash at debt relief talks– Guardian
- Greece Advances a Good Idea: Indexing Its Debt Repayments to Economic Growth– Peterson Institute
- Syriza and the French indemnity of 1871-73– Michael Pettis
- Why a Whole Set of Vested Interests Might Come to Greece’s Rescue– WSJ
- Former Greek debt negotiator wades into bailout row– Euromoney
- Europe Weighs the Costs Of Casting Greece Aside– WSJ
- ECB’s QE Helps, But It’s Not A Panacea– ETF.com
- The Greek bravado: Why Greece acts so confident in negotiations with its creditors– Financial Post, Schiff
- ECB collateral damages on Greece– Bruegel
- A major step towards a Greek compromise– Bruegel
- Can Greece become competitive overnight?– Bruegel
- Greece and the euro area need a deal within days, not months– Bruegel
- Spain and Podemos: Can they?– Economist…a Spanish Syriza is a much bigger Euro problemo…
- Spanish Bonds Underperform Italy’s as Podemos Gains Popularity– Bloomie
- ECB split points to sensitivity of Greek liquidity curbs– FT.com
- Three ways Greece could still get out of its debt trap– Telegraph
- The myth of the thrifty German saver– Deutsche Welle
- EU says Gazprom’s Turkey plan ‘won’t work’– EU Observer
- Ukraine’s currency is plummeting (again, and even further)– Quartz
- The Eurasian Economic Union: just another USSR? – World Finance
- Euro Zone Private Sector Grows At Fastest Rate In Six Months In January: PMI – IB Times
- THE IMF’S LAMENT FOR IRELAND – Pieria…very good read…
- Why has the ECB punished Greece? – BBC, Peston
United Kingdom
- The solution to England’s housing crisis lies in the green belt– FT.com, Wolf…superb read, would apply to Australia too…
- George Osborne needlessly shrank 5% off GDP with 2010 cuts, says thinktank– Guardian
- David Blunkett: Labour should bring back the ‘death tax’– Telegraph
- UK Hiring Slows As Skills Shortages Bite, Recruiters Say – IB Times
- UK’s trade deficit widens to 2010 high as consumers take advantage of falling oil – Telegraph
United States
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- Costly lockout looms on US ports– FT.com…worth reading – the wrong time to have a major IR disruption in the US…
- Horrific Hack of Second-Largest U.S. Health Insurer Affects 80 Million Customers– Slate
- Fannie, Freddie regulator hesitates to order principal reduction– LA Tomes
- Anthem hack exposes data on 80 million; experts warn of identity theft– LA Times
- President Obama’s 2016 budget targets retirement accounts– Market Watch
- trade deficit shoots up to 2-year high– Market Watch
- Trends in per capita real adjusted gross income: updated through 2013– Bonddad…worth a look…
- China suspected in major hacking of health insurer– Washington Post
- President Obama wants to limit your retirement savings — but not his own– Washington Post
- Mortgage rates slump on weaker than expected economic reports– Washington Post
- Obama’s wrong-headed tax reforms– Financial Post
- Yellen faces rate puzzle after one year in office– Deutsche Welle
- Currency manipulation could kill Obama’s big free trade deal– Fortune
- Department of Transportation Says Your Online Shopping Is Clogging America’s Roads– Slate
Americas
- Why Argentina’s President Really Can’t Afford to Mock China– Bloomberg….she is an idiot…
- After Argentine Leader’s Comments, a Challenge to Try Speaking Chinese– NY Times
- Canadian food prices to climb dramatically thanks to falling loonie: report– Vancouver Sun
- City of Vancouver halts 15 downtown developments– Vancouver Sun
- Four years on, economist stands by prediction of Canadian housing’s ‘day of reckoning’– Financial Post
- Calgary’s housing market under pressure as new listings, inventory soar– Financial Post
- Ontario: Gouging tomorrow’s taxpayers for today’s spending– Financial Post…sounds like somewhere I know…
- US calls for Cuba to open embassy in Havana by April– Irish Times
- Brazil January Inflation at Fastest Pace in Nearly 12 Years– Bloomie
The Antipodes
- Liberals do a fine imitation of Labor chaos– The Conversation
- Gina Rinehart’s Hancock Prospecting takes farewell swipe at Fairfax Media– The Age
- East Timor PM Xanana Gusmao offers resignation– Al Jazeera
- Still Short Aussie, But Long AU Stocks– ShortSideofLong
- Reserve Bank cuts growth forecasts and leaves door open for another rate cut– Guardian
- Iron ore tipped to fall below $US40 this year– Fairfax….time to take out a mega mortgage maybe?….
- Why Did Australia Cut Rates 25 Basis Points?– XE.com…because the economy is getting a knee in the nuts?…
- RBA Joins Parade and Market Likes Greek Proposals– Marc to Market
- Chart of the day: Aussie hammer blow may be false break – SCMP
- The Morning Interest Rate Spruik – The Idiot Tax…another good read from the idiot…
- Uncertainty over massive Queensland mine after election shock and concerns over Indian company – Fairfax
- Tackling tax taboos: the reform process the government doesn’t want to have – Fairfax
- East West: the public-private project from hell – Fairfax…it should be worn like a crown of thorns by LNP governments for a generation…
- The economic case for changing leaders – Fairfax
- Workers have most to lose in privatisation – Fairfax…though sometimes customers give them a run for their losing money…
- Charted: Why the RBA cut rates – Fairfax…yuck…
- Why term deposits and annuities may be safer investments in RBA easy-money party – AFR, Joye…pertinent points…
Commodities
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- Where Is Germany’s Gold?– Bloomberg
- World’s biggest sovereign wealth fund dumps dozens of coal companies– Guardian
- Venezuela ends Algeria oil imports due to logistical, price issues – sources– Reuters
- Oil majors fail to find reserves to counter falling output– Reuters
- Chinese herdsman stumbles onto a 17-pound gold nugget– Market Watch
- Oil spikes in ‘super volatile’ market amid supply gain– Financial Post
- Long-Term Relationship Between Gold, Oil Challenged– Financial sense
- China’s 2014 gold consumption fell 25% – Mineweb
- The new London Gold ‘Fix’ – undue haste? – Mineweb
- Why are gas prices suddenly heading north? – CBS
- More Chinese iron ore mines seen shutting in 2015
- North Africa’s unconventional oil, gas future under threat – Platts
Capital Markets
- Ending an era, CME Group to shutter most futures pits– Reuters
- London Metal Exchange stands strong as bastion of outcry trading– Reuters
- Currency conspiracy theory wide of the mark with iron ore– Reuters…Clyde Russell…
- Default risk rises for emerging and frontier markets– Euromoney
- Failed ECB asset purchases plan has wrought ‘malign impacts’ for the market– Euromoney
- Welcome to Europe, where the bond market is upside down– Quartz
- Energy Weighing Heavily on Junk Bond Market; Watch for Contagion– Financial sense
- Denmark defends euro currency pegging – World finance
Global Macro
- Hunting the Next Bear Stearns– Bloomberg…thought provoking read…
- Two Cheers for the New Normal– Project-Syndicate, O’Neill
- Europe’s War in Ukraine– Project-Syndicate
- German, French leaders take Ukraine peace plan to Moscow– Reuters
- Fiscal Policy in the Era of Stagnation– Peterson Institute
- Inequalities, National and Global– Economonitor
- What Ever Happened to the Misery Index?– Economonitor…good read…
- Hedge Funds Are Status Symbols– ETF.com
- What’s Up? Quantitative Easing & Inflation– ETF.com
- The Wild, Wild East: Risks & Opportunities In Russia– ETF.com ..not a bad read…
- Negative Interest Rates: Capital’s Reproduction Problem– Marc to Market
- Globalisation everywhere, except in the growth numbers: Pessimism reaffirmed?– VoxEU
- The rich and the Great Recession– VoxEU
- Central banks fight ‘vultures’ in global currency war – Want China Times
- Baltic Dry Index plunges into the red – World Finance
- Central banks fight ‘vultures’ in global currency war – Want China Times
- The illusion of monetary policy independence under flexible exchange rates – VoxEU
- Instead of paying down its debts, the world’s gone on another credit binge – Telegraph
And Furthermore
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- The government’s cyberterrorism ‘concerns’ are a pretext for their own hacking operations– Guardian…I’ve actually had this thesis put to me…
- Has Ayn Rand’s day as a business guru finally passed?– LA Times…there are quite a few gargoyles still out there…
- Verizon’s super-cookies are a super privacy violation– LA Times…something to think about …
- 7 ways to help the middle class without soaking the rich– Market Watch
- Why testosterone is the drug of the future– Fusion
- Doctors now make house calls for medical marijuana– Fusion
- The Business of Fake Diplomas– Priceonomics …better value than some real ones…
- Meet the crunchy, chemical-hating anti-vaccine conspiracy theorists. From 100 years ago.– Washington Post
- Where people around the world eat the most sugar and fat– Washington Post
- Where do the world’s 2,089 billionaires live?– Telegraph
- I’m Italian, and I thank Greece for reminding us what Europe is supposed to be– Quartz
- Why are wealthy Chinese kids twice as likely to be nearsighted as the poor?– Quartz
- The Chinese government may now have the personal files of US military and Defense Department employees– Quartz
- The disruptive potential of online learning: Comparing the cost and quality of online and traditional education– VoxEU
- How much is a lot? Fiscal adjustments in perspective– VoxEU
- The downing of MH17– Aim Network
- You Have No Idea What Happened– The New Yorker
- New High-Tech Farm Equipment Is a Nightmare for Farmers– Wired
- Report: Tweets will return to Google searches later this year– NExt Web
- Robots Learning to Cook by Watching YouTube Videos– IEEE
- Ukraine Crisis: EU Leaders Head To Moscow For Talks With Russian President Putin – IB Times
- Oil Price Predictions Are Both Science And Art For Energy Analysts – IB Times
- The Rich Get Richer—and More Educated – The Atlantic
- Could working at a treadmill desk make you smarter? – CBS
- Is job loyalty an old concept? – CBS
- DON’T MAKE BASIC INCOME REVENUE NEUTRAL – Pieria
- Unemployment Has Changed. Unemployment Benefits Haven’t. – ThirtyFiveEight
- One Brit discovers why Americans are so fat– Market Watch…are Brits or Australians any thinner?…
- FIXING POLITICS: How online organisation can give power back to the people – The Monthly…there is something very off-putting about a lot of politicians…
Potential Investment Ideas
- 4 ETF Income Ideas In An Era Of Low Yields– ETF.com
- Blood in the Shark Tank: Pre-money, Post-money and Play-money Valuations– Musings on Markets
- Thinking of switching from gold to gold miners? – Mineweb
- World top 10 gold producers – countries and miners – Mineweb
For chuckles
The one thing to make sure you read this weekend
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- A Brief History of the Oil Crash – Reuters (Pdf)…very good read…