Good morning, Millions Stuck in Dark, Cold. Bloomberg Asia’s green shoots allay global slump fears. Green shoots are sprouting across much of the Far East as stimulus begins to feed through, greatly reducing the risk of a deep global slump next year. Telegraph Photo:EPO McKinsey report: ‘Solutions-oriented’ assets to hit $2 trillion in 5 years. Pensions &… Continue Reading

“Unless EU leaders come up with a sustainable solution and cut the debt burden, everything is going to fall apart in Greece.” Greek death spiral raises heat for German-bloc creditors. Telegraph “Portfolio strategies should acknowledge bite-sized future returns and the growing risk that the negative consequences of misguided monetary and fiscal policy might lead to disruptive financial… Continue Reading

Happy Halloween… Berkshire Extends Housing Bet With Brookfield Venture. Bloomberg Norway Oil Fund Looks Into Factor Risk Model Embraced by Pimco. Bloomberg Centamin’s licence for flagship Sukari mine revoked by Egyptian court. Financial Post Is India’s Rising Billionaire Wealth Bad for the Country? NYTimes Ortega Tops Buffett With Zara Fortune of $53.6 Billion. Bloomberg Gary Shilling: Who Loses When Fed Keeps… Continue Reading

Still in London, a long way from the hurricane… U.S. Super Storm’s Record Flooding Lands Blackout Blow. Bloomberg 20th Anniversary Basic Points by Don Coxe – October, 2012. BMO Milken’s Past Invoked in Gupta Sentencing. Dealbook  Gary Shilling: Bargain-Addicted Investors Ignore Perils of Low Rates. Bloomberg Turkish Banks Go for Gold to Lure $302 Billion Hoard. Bloomberg Canadian… Continue Reading

Europe left behind as shale shock drives America’s industrial resurgence. Telegraph Sandstorm Bets on Buying Not Finding Gas, Gold. Bloomberg How do you deal with public disgrace? Guardian Association. Seth Godin Rupert Murdoch, Customer Service Rep? HBR The Private Jet App, by the seat. Bloomberg

Billions in Hidden Riches for Family of Chinese Leader ExxonMobil oil chief ‘assassinated’ in Brussels street. Telegraph Now is the time to reduce equity exposure. Ritholtz South Africa has made progress since becoming a full democracy in 1994. But a failure of leadership means that in many ways, South Africa is now going backwards. Over the Rainbow. The Economist Blackstone… Continue Reading

Conrad Black Owns Pompous Ignorant Newsnight Interviewer. BBC The Economist’s Buttonwood Gathering; El-Erian’s Bagehot Lecture. PIMCO Malcolm Gladwell: The real genius of Steve Jobs. New Yorker

Carney Strengthens Bias to Raise Canada’s Rates as Debt Risk Grows. Bloomberg Is the US exerting influence to block Asian investors buying resources in north america? Financial Post Tom Wolfe on His New Novel Back to Blood and His Fascination With the Down-and-Dirty Pecking Order. Vulture

Petronas Rejection Casts Doubt on Cnooc $15.1 Billion Bid. Bloomberg Jindal Steel & Power Ltd. to spend at least $2 billion to buy an iron ore mine in West Africa. Bloomberg Interview: Oceanic Iron Ore Corp. Courts Asian Partners To Unlock Value At Hopes Advance. CEO Rick Rule Bullish On Uranium, Ag-Materials. King World News Fort Knox, an Impregnable… Continue Reading

Bush in the Wilderness. New York Magazine Moving Around Without Losing Your Roots. HBR Plutocracy Rising: Moyers, Freeland, and Taibbi. Café Américain Play golf or get ugly: The Kochs’ quest to save America. McClatchyDC Batista’s AUX moves on juniors in California gold district in Colombia. Mineweb Wealthy Advised to Sell for Gains Before Unfriendly 2013. Bloomberg A Secretary to… Continue Reading

“As today’s aristocrats age, many of them will undertake their own web legacy projects, and a niche production market will grow at the intersection of art, technology, history and public relations.” Web Legacies of the Super Rich. CEO “It’s almost like ‘The Beverly Hillbillies. They just shot in the ground and up came bubbling crude oil…” Iowa Farms… Continue Reading

David Rosenberg: diversify and be defensive. Marketwatch ArcelorMittal explores selling $10-billion Canadian stake. Globe and Mail James Bond of Finance hired to clean up the Vatican’s reputation. Economist Bumirang: Doing business with the Bakries. Economist

Canaccord CEO Paul Reynolds and Billionaire Frank Giustra Audio. Canaccord Genuity Rich Families Cut Back on Buyout Firms for Direct Deals. Bloomberg One of the first hedge funds to try to profit from a rebound in the U.S. housing market is looking to cash out. Reuters Bloomberg Starts ‘Super PAC,’ Seeking National Influence. New York Times Crumbling… Continue Reading

Phoenix Picked Clean, Private Equity Descends on Atlanta. Bloomberg Barry’s favorite collection of sentiment cycle charts. Ritholtz France’s ‘Rich’ Tax = Deals on Paris Mansions. CNBC The Greatest Fake-Art Scam in History? Vanity Fair

“The easiest way to get people to do what you want them to do… is to start with people who want what you want.” Seth’s blog Koch Sued by Executive Claiming He Was Held Captive. Bloomberg Michael Belkin Predicts 40% Stock Market Drop. Ritholtz via WSJ Robert Friedland’s Ivanplats to raise $300-million at $4.75 a share. Globe and Mail  also: Ivanplats IPO… Continue Reading