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If you were to read only one thing… NYT - China's Appetite Pushes Fisheries to the Brink - Andrew Jacobs 4/30 * "Overfishing is depleting oceans across the globe, with 90% of the world’s fisheries fully exploited or facing collapse, according to the United Nations Food and Agriculture
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Worthy Insights / Opinion Pieces / Advice FT - Venezuela's broken system cannot fix itself - Daniel Lansberg-Rodriguez 4/23 FT - Silicon Valley 'superstars' risk a populist backlash - Rana Foroohar 4/23 * "…a spate of research shows that it is not trade or rapacious bankers but technology that
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If you were to read only one thing… The US college debt bubble is becoming dangerous. Rana Foroohar. Financial Times. 9 Apr. 2017. "Rapid run-ups in debt are the single biggest predictor of market trouble. So it is worth noting that over the past 10 years the amount
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Increases in 401(k) leakage do not bode well for US retirements. Australian house price bubble. The hard facts about coal. Headlines NYT - Venezuela Muzzles Legislature, Moving Closer to One-Man Rule 3/30. It's been a few decades since a Latin American country has regressed into a
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Shale markets to the financial markets – can I get some more money please… Slow housing recovery sapping GDP growth. China’s smartphone users flock to risky investments. Headlines FT - Chile heads for first recession since 2009 3/23. The Chilean economy contracted 0.4% in the fourth quarter of 2016
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US Baby Boomer generation making peace with less. Lots of US consumers are behind on their car payments. Banks are taking a step back from lending to the apartment market. Headlines FT - Norway plans shake-up of $900bn oil fund 2/16. The sovereign wealth fund of Norway - the largest
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You can be certain that China is doing what it can to buy local. A US municipal pension crisis takes center stage in Dallas. Yeah, interest rates are going up – oh wait, what… Headlines * FT - Casino stocks jolted by Macau ATM limit reports 12/8. When word spread that ATM
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Oil peaking in five years? Gig economy creating or cannibalizing jobs? Headlines * FT - China moves to stop Hong Kong lawmakers from taking seats 11/6. "Beijing has banned legislators who advocate Hong Kong independence from serving on the territory's council, in an unprecedented move that exacerbates fears
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Xi Jinping, the master politician. In the US oil and gas industry it’s about time for some more culling of the herd. Uber providing transportation solutions for US municipalities. Headlines * FT - China's renminbi joins elite global reserve currency club 9/29. On October 1, the renminbi joined
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Venezuela on the brink. This post is number 52. A full year down and I hope that you’ve found value in the Janus Observer. Thank you for everyone that has been following this blog. More to come. Sincerely, J. Duff Janus Headlines * FT - Niger Delta militants attack oil pipeline
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It appears there is no “too big to fail” in South Korea. US inflation coming only from a few unproductive sectors. China’s credit hose targeted at housing. Headlines * NYT - Oceans Are Absorbing Almost All of the Globe's Excess Heat 9/12. "Since 1955, more than 90%
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How much spare crude oil is there – hard to tell. Nontraded REIT sales struggling. There are a lot of dangers lurking in the Chinese P2P market, but the yield is just SO GOOD… Headlines * FT - Singapore vows more 'intrusive' bank probes after 1MDB scandal 7/24. Turns out