Good morning. A traditional start. I am badly in need of one of those???

?????????????????? http://www.photographyblogger.net/14-great-coffee-cup-pictures/

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Oh, oh??? Once people start to look for arguments why Apple is an asset class by itself, it is probably time to become cautious???

?????????????????? http://www.businessinsider.com/apple-correlation-sp-500-2012-9

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We are not that poor, it would seem: 6.2 thousand billion is invested in non-money market investment funds in the euro-area.

?????????????????? http://www.ecb.europa.eu/press/pdf/if/ofi_201207.pdf

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Interesting link between inflation expectations and stock markets. Let???s hope it is only a temporary link???

?????????????????? http://www.businessinsider.com/yardeni-stocks-qe-2012-9

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Something is stirring in currency-land, with the yuan no longer on its steady 5% up trajectory???

?????????????????? http://www.zerohedge.com/news/guest-post-corporate-profits-squeeze-large-caps

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Interesting chart, although it makes me wonder what they do with Ageing Workers in China. The article is about why the jobs problem is not going away

?????????????????? http://www.voxeu.org/article/why-jobs-problem-not-going-away

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Not a particularly impressive relationship, but given that both lines are up, we should not be too critical, right? 😉

?????????????????? http://www.bespokeinvest.com/thinkbig/2012/9/18/homebuilder-sentiment-vs-homebuilder-stocks.html

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Has Japan been aggressively buying US Treasuries over the past twelve months?

?????????????????? http://www.zerohedge.com/news/china-japan-conflict-escalates-whom-will-us-support

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Paper that concludes that private companies invest more than public companies. Not sure whether they looked at survival rate though

?????????????????? http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1603484

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I am not sure who is being polled here, but if it is institutional investors then I am more than surprised about their bullishness???

?????????????????? http://www.zerohedge.com/contributed/2012-09-18/risk-rally

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