It's been a big week in business and if you missed any of our must-read commentary you'll find it right here including Kohler on Telstra, Bartholomeusz on BHP and Gottliebsen on property.
The tender for the national broadband network has so far produced three official bids and a proposal from Telstra. All of them are requests for a monopoly and all of them need legislative support.
Holiday home hell
At a time when property prices are falling, new data shows that mortgage stress has hit the holiday areas of NSW and Southern Queensland, with Perth looking to be next.
BHP's inner strength
The idea that BHP's management is 'embarrassed' by its withdrawal from the Rio bid is misguided. By retreating to the safety of its own robust balance sheet, the company will become increasingly powerful.
Commander in grief
Controversy is brewing around the sale of Commander Communications' last remaining business, as questions emerge about the possible involvement of a businessman banned from managing a corporation until 2009.
Careful what you wish for
APRA wants all Australian financial institutions to maintain conservative capital ratios but knows that heaping further obligations on the sector in the current environment would not be constructive.
Questions for QBE
A confidential briefing held by QBE for a select group of institutions and analysts has raised concerns about the company's commitment to continuous disclosure obligations.