As information drowns, look to a different sea…

By Bear Feller. Over the past two weeks the release of US diplomatic cables via whistleblower website Wikileaks has kept the world enthralled. Whether it’s gossip, scandal or the mundane details of intelligence gathering you seek, Wikileaks – it seems – has got it all. Yet amidst the howls of outrage and calls for the arrest, deportation or even execution (thanks, Mike... Read More

The fifth pillar

By David Llewellyn-Smith. Australia’s best business journalist, Adele Ferguson, has a scoop today on what the government’s new competition measures will look like. From the SMH: Wayne Swan is poised to unveil controversial measures to create a fifth pillar of the banking system using the muscle of the $73 billion credit union and building society industry. It is... Read More

Looking for new molehills to climb…

By Bear Feller. As various Australian statistics point to a negative GDP reading in the third quarter the growling of the bears – of whom I count myself an unofficial member – grows louder. And, according to commentary by David Llewellyn Smith on his Houses and Holes blog, those growls are joined by the snorts of the ‘unbulls’, a new economic animal of bulls turned bears.... Read More

The researched view: November 29

Each week, we produce a macro investing wrap of the best of the world’s content from domestic and international websites. Here’s what matters for the week ahead: This week, we take a look at The RBA’s Glenn Steven’s comments to the House of Representatives, Germany’s rise and rise as Europe’s bailout country of choice and much more. Higher inflation... Read More

Are ETFs The New CDOs?

By Greg Peel On May 6, 2010, Wall Street was trading in fear as the European sovereign debt crisis accelerated and by mid afternoon the Dow was down 350 points. Then suddenly, within a blink, the Dow was down 1000 points. Almost as quickly, the tape returned to being only 350 points down. It was not a publication error. It was real. The event, which has since become known as the... Read More