Weekend Reading – Stuff we found interesting this week

Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you.

Bernard Salt is a demographer and I follow him closely. because of the time horizon over which he thinks he speaks and writes about things that are really important but in many ways off limits to politicians and main stream media concentrating on the endless news cycle.

If you only read one thing this rainy wet east coast weekend please read and think about this column by Bernard Salt here.

I blogged and tweetered about this already this week but the globes best Economics Writer Martin Wolf is always a must read. If you didn’t see this article on the difficultly now facing the global economy its worth a read. But as John Mauldin says, probably have an adult beverage with you.

The epicentre of the global economy has shifted to  Asia with China and India going to predominate for many decades to come. That does not mean America is irrelevant just less important then it has been since WWII. You can see this move in the emerging discussions about US Debt and even potential default. I don’t buy it but as a behaviouralist I find the move in thought compelling to watch.

Here’s an article on US debt and a “junk” rating.

On the China-US thing can this be for real??? You be the judge

Christian Noyer is the Head of the Banque De France and he launched a spirited defence of Europe and the EUR currency bloc during the week. It is a must read for anyone who thinks the EUR will just implode. But it also highlights the strak difference of opinion between ECB officials and the politiicians as shown by German Finance Minister Wolfgang Schauble’s letter to ECB President Trichet about bailing in investors to bailout Greece.

For the cricket fans we ask the question how could you not give Simon Katich a contract? Here’s what he thinks

And of course the FT’s week in review

Have a great weekend

Greg McKenna

greg@lighthousesecurities.com.au

www.twitter.com/gregorymckenna

, , , , , ,

Subscribe

Subscribe to our RSS feed and social profiles to receive updates.

No comments yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: