Return to Bretton Woods, by CIO Scott Minerd. Guggenheim Partners China Gets Back to Work. Dealbook World’s richest man Carlos Slim bets on Mexican gold mining. Mineweb Will Iraq’s energy boom postpone peak oil yet again? Telegraph Life of a salesman. Washington Post Listen: Antony and the Johnsons – Fistful of Love. Youtube

The rial-ity of Persia-stroika. FT Alphaville A war for oil and competing pipe dreams. Ritholtz Chinese copper consumption falls. Bloomberg French rich up in arms about higher taxes. Dealbook Listen: One Direction. PianoGuys

KKR’s George Roberts: Energy Is Next ‘Huge’ Opportunity. Bloomberg Private equity’s ‘golden’ hangover. Fortune Mormonism, private equity, and the making of a candidate. New Yorker Twitter: Welcome to the Dick Costolo Show. NYTimes If Only T. Boone Pickens Had Died. Businessweek Listen: Pachelbel’s Canon Remix. PianoGuys

Meet the largest landowner in America. Fortune

Clueless Capital: An Interview With the World’s Youngest, Most Charmingly Oblivious Hedge Fund. NYMag “Avoid the Canadian tradition of nit-picking the ambitious and original.” Conrad Black: As Quebec decays, Toronto seizes greatness. National Post Robert Frank: Texas Postal Worker Is Artist Behind Hermes Scarves. CNBC Photo: Hermes Blood, Sweat, and Piers (Morgan). Vanity Fair

Richard Branson’s big idea for building a better version of capitalism. Economist How Strong Is the Art Market? WSJ Paulson Funds Said to Further Cut 2012 Losses Last Month. Bloomberg An Indian flash crash. FT Alphaville The love affair between the super-rich and London property is souring. CNBC How to Run Your Hedge Fund From Jail. Bloomberg Jamie Dimon on the… Continue Reading

Romney Takes First Debate. New York Times The end of the Great Migration: China’s workers return home. Marketplace Also: Free trade with China still a decade away, Brian Mulroney says. Globe and Mail What future for Egypt’s wealth? Al-Ahram BlackRock Leads Firms Poised to Win From Hedge Fund Ads. Bloomberg Billionaire Glasenberg Bets on Coal Rebound With Xstrata: Energy.… Continue Reading

Good morning, Calgary… BlackRock’s Fink Says U.S. a Year Away From Robust Growth. Bloomberg Five keys to understanding today’s opportunities in commercial real estate. Pensions & Investments Apple will never be the same without Steve Jobs, says Oracle’s Larry Ellison. Barrons “Once someone makes a decision about your cause or your product or your resume, it’s almost… Continue Reading

Damages: October 2012 Outlook. PIMCO Hedge Fund Returns Worsen: Is ‘Enormous Unraveling’ Near? CNBC More Money Than They Know What To Do With. Dealbook  Also: Private Equity Tales: The Quest for Company Gold. FTAlphaville Google Passes Microsoft’s Market Value as PC Loses to Web. Bloomberg David Rubenstein: 10 Thoughts on the Making of a Great University. Duke Why so many… Continue Reading

“The only way to make money is if other people agree with your thesis.” O.T. Xstrata Backs Glencore Bid With Board Assurance, Vote Change. Bloomberg Presenting Apple Inc.’s Braeburn: The World’s Largest Hedge Fund. ZeroHedge Blackstone’s Schwarzman: Alignment of interests is ‘off the table’. Pensions & Investments Norway’s Wealth Fund Targets U.S. Real Estate. Bloomberg Why do… Continue Reading

Public Sector Pensions: ‘Their Accounting Makes Enron Look Good’. Wharton The political power of the boomers is formidable. But sooner or later, it cannot escape the maths. Sponging Boomers. Economist “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Warren Buffet’s ‘Secret’: Low Beta Stocks… Continue Reading

Russia’s Norilsk Nickel sees African opportunity. Reuters China steelmaker, miners cut output as slowdown bites. Reuters Short-term dip in uranium prices now a long-term slump. Financial Post A closer look at O’Leary Funds. Globe and Mail Open Season on Salt: What the Science on Hypertension Really Shows. Scientific American The Lie Factory: How politics became… Continue Reading

Justin Trudeau to seek Liberal leadership: reports. Globe and Mail Most of AngloGold Ashanti’s 35,000 South African Workers Now On Strike. BBC Qatar Holding says NOT in talks to buy Batista’s AUX stake. Reuters China’s Rich Are Getting Poorer. Hurun  Also: China to maintain prudent monetary policy. China Daily Rick Rule: Speculators take your tax losses now, and recover the positions,… Continue Reading

China to Have More than 1,300 Skyscrapers by 2022. EChinaCities Frank Holmes expects 2013 to be a huge year for gold stocks. Globe and Mail Foreign National Energy Giants Dig Deeper Into Canada’s Oilpatch. Financial Post Iowa broker built empire on a lie concealed in a postal box. Reuters ‘Buy Canada’ Plan is Economic Nationalism Run Amok.… Continue Reading

Goldman Sachs Forecasts 18.2% Return on Commodities in Year. Bloomberg HSBC Managing Director: Why Asia Should Start Worrying About Inflation. CNBC Ahmadinejad Under Attack at Home and Away as Bow Out Nears. Bloomberg Qatar in talks to buy Batista’s $2 billion AUX stake: sources. Reuters  Blackstone to acquire Tampa Bay rental homes valued at $1B. TBBJ… Continue Reading