Global Macro Monitor

NHere’s Why There Are So Few Short Sellers With Park Avenue Penthouses

• Warren Buffett Can’t Find Anything Big to Buy – WSJ
• Why the Fed may shift to buying Treasurys next year – MarketWatch
• Buybacks could be on the way to another record even as politicians try to kill them – CNBC
• New iPhone Leak Exposes Apple’s Serious Business Problem – Forbes
• Deutsche Bank Lost $1.6 Billion on a Bond Bet – WSJ
• Stock market is ‘stoned on free money’ and it could ‘prove fatal’ – MarketWatch

• A “nuclear option” to resolve Venezuela’s debt woes – FT Alphaville
• Jair Bolsonaro tackles Brazil’s pensions problem – Economist
• Low-risk investments are fueling more private equity repurchases – Axios
• Inside the fraught race to manage China’s money – Institutional Investor
• Business Investment Falters Amid Growing Global Economic Uncertainty – WSJ
• Made in the USA: inside one company’s all-American supply chain – FT
• Dairy farmers are in crisis — and it could change Wisconsin forever – Journal Sentinel 
• President Tariff Man may be learning all the wrong lessons from his trade wars – Washington Post
• The global soyabean market has been upended – Economist

Bonus

• Hedge Fund and Insider Trading News: Paul Tudor Jones, David Tepper, Paul Singer, & SAC Capital – Insider Monkey
• The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire – Forbes
• “She Never Looks Back”: Inside Elizabeth Holme’s Chilling Final Months At Theranos – Vanity Fair
• Finance v physics: even ‘flash boys’ can’t go faster than light – FT
• The AI Road to Serfdom? Robert Skidelsky – Project Syndicate
• AI wrote this story – Axios
• Deepfakes and the New Disinformation War: The Coming Age of Post-Truth Geopolitics – Foreign Affairs
• These Are the Americans Who Live in a Bubble – Atlantic
• Wealthy, Successful, and Miserable – NY Times
• Top 100 MLB Players of 2019 – Sports Illustrated

There are no holes in [Mike] Trout’s game, no way to attack him, no flaws that present themselves. He is the dictionary definition of The Best of The Best of The Best. Long may he reign. – Sports Illustrated

Sweden sees microchip implant revolution