By Gregory McKenna, Cross posted with MacroBusiness At MacroBusiness we have been warning about the Australian policymaker love affair with all things Chinese for some time now. It’s not because we are natural contrarians but rather because we see risks in an over indulgence on any one economic theory or belief, be that overly optimistic (perma-bull) or […]
September 20, 2011
Did you know that about 85% of Lliaoning province’s finance companies default last year? I didn’t either but here is an intriguing article from Forbes contributor Gordon G Chang that I picked up on Twitter. I have heard rumblings to this effect over the past few months but I hadn’t actually read anything that steps […]
August 13, 2011
August 13th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. I really like Paul Krugman, his thoughts and the way he writes. I don’t always agree but I always think. Here is a piece he wrote in the NYT about how the crisis […]
August 6, 2011
August 6th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. Owe Dear! The Economist has an interesting intereactive graph and story abou the debt levels of the big global economies and a comparison. Here 2011 feels a lot like 2008, here is a piece from […]
July 30, 2011
July 30th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. In our view we have passed the tipping point and in the midst of a paradigm shift in markets as investors all over the globe are now aware that the US is no longer […]
July 23, 2011
July 23rd 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. Here is a few interesting articles on the “Eurozone Solution” if you are having trouble getting your arms around it Statement by the Heads of Government and the like from the Eurozone summit this week […]
July 16, 2011
July 16th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. Here is Westpac’s Weekly (wkly20110718) which has their call that rates are going down. You heard it here first at Lighthouse since we started. Good to see Bill has come around. Financial Markets are all […]
July 9, 2011
Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. Andrew Haldane of the Bank of England is at the forefront of the discussion of the impact of high frequency trading and the costs and implications of this. I’ve written about his pieces in the past […]
June 25, 2011
Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. The US tapped its strategic petroleum Reserve this week for only the second time. This is really big news and pushed the price down – seems to us and others that this is more about monetary policy and […]
June 18, 2011
Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. For all Australians with an interest in the economy, finance and markets you can’t go past RBA Governor Glenn Stevens’ speech this week. The Governor was as feisty and aggressive as I’ve heard him but the […]
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Lighthouse Securities 
March 22, 2012
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