Good morning. We are five years into the US recovery: how long can it last?

http://www.businessinsider.com/kkrs-macro-outlook-2014-6

Never thought I would use ‘population’ and ‘scares’ in this fashion: Population growth is becoming a scarce commodity…

http://blogs.ft.com/beyond-brics/2014/06/30/demographic-risk-threatens-em-powerhouses/

And the winner is….

http://www.hnwmagazine.co.uk/wealth-slow-is-good/

…and if you think US GDP declined in Q1: think again

http://www.businessinsider.com/deutsche-bank-gdp-snapback-coming-2014-6

Predicting: always difficult….

http://www.businessinsider.com/revisions-to-us-gdp-growth-expectations-2014-6

Mergers and acquisitions rock. Well, if they keep up the pace they made in H1…

http://www.businessinsider.com/ma-volume-pace-total-15-trillion-2014-6

If it is true that the trouble goes where the banks go, than the conclusion is clear…

http://www.economist.com/blogs/graphicdetail/2014/06/daily-chart-23

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