Good morning. According to this research, we should be invested in cash right now
http://www.bloomberg.com/news/articles/2015-09-01/the-most-downloaded-ssrn-paper-ever-is-all-about-market-timing

Then again….

http://uk.businessinsider.com/deutsche-banks-jim-reid-sums-up-everything-thats-terrifying-about-the-markets-2015-9

“Blockchain for Banks Probably Can’t Hurt”
http://www.bloombergview.com/articles/2015-09-01/blockchain-for-banks-probably-can-t-hurt

Cool chart. The red bts are the bear markets. They do not look all that impressive, but that is thanks to the three big bull runs stretching the axes

http://www.ritholtz.com/blog/2015/09/long-term-market-recoveries/

Well, just so you know…

http://uk.businessinsider.com/equity-correlation-during-global-sell-off-2015-9

Some perspective on the development of industrial production

http://andolfatto.blogspot.nl/2015/09/on-chinese-fiscal-stimulus-memory-hole.html

A bit of perspective on that ‘strong’ growth recovery in the Eurozone

http://www.economist.com/blogs/freeexchange/2015/09/euro-zone-recovery

M&A not heading for a record in 2015 after all?

http://uneasymoney.com/2015/09/01/more-economic-prejudice-and-high-minded-sloganeering/

Not sure whether this is useful, but here you go: ownership of UK stocks

http://www.businessinsider.com/ons-statistics-on-uk-share-ownership-2015-9

Betting is big in…. Australia

http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-0

Interesting chart: the difference a month can make…

http://www.bloombergview.com/articles/2015-09-02/ritholtz-s-reads-maybe-it-s-time-to-be-in-cash

Energy is having a hard time

https://www.bespokepremium.com/think-big-blog/energy-continues-to-lose-weight/

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