Not sure whether this is just a re-run, but hey, let’s just show it again. Eichengreen on Secular stagnation, including the relative price of investment goods!

http://www.nber.org/papers/w20836.pdf

So that no one has any illusion on what to expect with respect to earnings in bonds the next 15 years or so…

http://awealthofcommonsense.com/kind-returns-can-long-term-treasury-investors-expect/

A classic charts that seems to suggest that we are not in recession territory yet

http://uk.businessinsider.com/markets-chart-of-the-day-january-15-2015-1

Can this be really cause and effect, or just coincidence? (via @pvkleef)

https://twitter.com/MebFaber/status/553980284320759809/photo/1

Interesting fact on Brazil: it is a pretty closed economy by international standards….

http://www.voxeu.org/article/brazil-s-closedness-trade

McKinsey publishes a report on the effect of aging on growth…

http://www.mckinsey.com/insights/growth/can_long-term_global_growth_be_saved

This one is for the bears out there: since 1871 US stocks have never risen 7 years in a row.

http://uk.businessinsider.com/gundlach-bear-case-for-stocks-2015-1

And this is mt My response to that ‘bearish’ chart for equities published earlier this week

https://lukasdaalder.com/2015/01/15/chart-for-the-bears/

An updated version of last year: who owns US stocks?

http://uk.businessinsider.com/stock-market-ownership-2015-1

If it hadn’t been for the big 2009 drop, I think the yellow line would have been higher, right?

https://www.bondvigilantes.com/blog/2015/01/15/europe-needs-german-fiscal-stimulus-package-wont-get/

And here is the backdrop of the decline in copper prices…

http://uk.businessinsider.com/copper-production-by-region-2015-1

De rise and rise of high rising buildings

http://climateerinvest.blogspot.in/2015/01/the-world-built-record-number-of.html

Big data! Good luck with it!

http://www.washingtonpost.com/blogs/wonkblog/wp/2015/01/12/map-literally-every-goat-in-the-united-states/

Oh great…

http://www.cagle.com/

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