Research Watch

The safe assets shortfall, the Aussie banks bubble, shorting the $A, bear traps, gold explained, the price of leaks, bad bankers, and corporate ink.

There has been plenty of talk about a global shortfall of “safe” assets since the crisis, but could that sparsity extend to all securities? This week, Citi discovers the investible universe is growing at half the rate we’re used to, which could explain the powerful rally – that, and an equity buying spree by central banks. In fact, the good times have gone on so long that Richard Russell, one of the biggest permabears of the past five years, is now feeling sorry for the bears. Elsewhere, one analyst says shorting the Australian dollar will be the “trade of the century,” while another thinks you’d be better off buying gold. A new study reveals the dark art of leaking deals, a spandex-clad roller-girl demands bankers get a spanking and, on video, where would you get your company’s logo tattooed?

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