In this week's essential reading guide Kohler finds the nemesis to Murdoch's Daily, Gottliebsen reveals why Stevens will listen to Stockland, Bartholomeusz explains why we shouldn't just look at Telstra's results and Maley warns of the return of euro debt jitters.
The launch of Rupert Murdoch's iPad-only digital newspaper, The Daily, was accompanied by the float of its nemesis, Demand Media – a company capable of churning out 50,000 pieces of 'content' a day.
Why Stevens will listen to Stockland
Stockland chief Matthew Quinn has revealed that rising interest rates didn't have the expected negative impact on the housing market. The Reserve Bank will be listening. Expect rates to rise.
The bonfire of AXA's vanities
The independent report into the potential AXA takeover panders to short-term interests, fails to examine the company's huge growth potential and contains a significant omission. Long-term investors should be furious.
Don't look at Telstra's results
Telstra's newly agreed deal with the government is more significant than its soft near-term results. Indeed, if the telco can deliver on its latest guidance it will be on track for a sustainable post-NBN future.
Macquarie left waiting on Wall Street
Despite Macquarie's relative strength and optimism about recent US acquisitions, the investment bank is still a long way off generating the kinds of returns it needs to satisfy its shareholders and employees.
Asciano's recapitalised decapitation
Despite his surprise appointment, Asciano's incoming chief executive John Mullen enters the company at a solid juncture. Fairfax's new boss Greg Hywood, on the other hand, faces a far more daunting challenge.
The return of euro debt jitters
Tension is again increasing in eurozone debt markets, with Portugal under increasing pressure to seek an EU-IMF bailout. With only the ECB buying its bonds, it is running out of choices.
China's gold tsunami
China, closely followed by India, is developing a fierce appetite for gold as investors look for physical assets to protect their wealth against inflation. One fund manager says gold demand is about to go through the roof.
Conroy's ninth-best broadband plan
Stephen Conroy will be embarrassed to see his NBN ranked ninth in a new government broadband index. However, the study fails to take Australia's 'Telstra factor' into account.
Open season on Gillard is over
Shameful detours of gutter journalism notwithstanding, there are two reasons to lay the painfully contrived story about Julia Gillard's emotional state to rest.
A housing market whodunit
Oliver Marc Hartwich
If we really want to make housing more affordable, we should be closely studying tax particulars in stagnant property markets such as Germany and Switzerland.
A nail in the coffin for SME credit
SME insolvencies are about to spike as a result of new 'responsible lending' laws, and unfortunately the messy legislation is just the tip of a disastrous iceberg.
Bringing NBN investment undone
There is a very real risk that new wireless technology and revenue realities will unravel the NBN business plan, leaving taxpayers to bridge a potentially huge private investment gap.
Google ad abuses?
Federico Etro, Vox EU
The EU is right to investigate Google's online advertising dominance – the world needs to know if the internet giant is abusing its market power.
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