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.

A. Gary Shilling is our favourite economist and Bloomberg ran a series of his views on China – he thinks they are headed for a hard landing. Here is the series and for all of us here in Australia this is worth the time. Part 1, Part 2, Part 3, Part 4, Part 5. Don’t you just love the Bloomberg graphics.

Martin Wolf is also on our list of great Economic thinkers and writers He wrote a piece in the FT on why austerity alone risks disaster“. You need a sign on to read much of the FT stuff and it costs about $20 per month. I think its worth it.

If you wondered why investment theory doesn’t seem to correlate to practice then this is from one of my colleagues over at the MacroBusiness Blog. Its called meditations on risk and investing and is worth a look.

Our Fin Planning colleague Tristen knows I love currencies and pointed out this piece by Stratfor on the Swiss Franc. You have to give them your email to get the article and you will get some ads trying to sell you their services but if you want to know whats going on in the geo-political space then Stratfor are the guys to listen to.  

I’d also repoint you to this piece I wrote on the Australian Banking system afer Guy Debelle’s speech during the week where the system got a big tick but we also learnt the regulators are still vigilant.

I’ve purposely left Greece alone as you’ll all know that they passed the bill and ushered in a new round of austerity and probably cicl disquiet through time. But markets got what they wanted and everything is up up up since Monday. I’ll post my weekly wrap later this morning.

And of course the FT’s week in review

Have a great weekend

Greg McKenna

greg@lighthousesecurities.com.au

www.twitter.com/gregorymckenna

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