Elsewhere on Monday,
- Cassandra does Texas.
- Felix Zulauf: “Own a lot of gold, and don’t have debt.”
- Investment banks, hedge funds and unholy union.
- The oligarch’s lament.
- Why the oil price collapse may be too late for growth.
- The relative irrelevance of interest rates.
- Volatility, returns, and stupidity.
- Essential China real estate reading, part one and part two.
- Statistics indictment du jour.
- The future is too big to fail.
- Further, further reading.