Platinum Asset Management's quarterly report is always full of insightful information about the world economies and financial markets.
The most recent quarter considers the imbalance of investment capital around the world, comparing the economies of US, UK and Australia who all are spending above their income levels (running deficits) versus economies in Europe and Asia who are spending less than their income. It is indeed thought provoking from the perspective of an Australian investor.
While quite a detailed read, we thoroughly recommend investors take the time to run through this excellent document that is put together by the professional investors who manage the money at Platinum rather than marketing spin doctors.