Good morning. Let’s start with the calendar for a change! Wasn’t there something like an election, somewhere…?

(source: http://www.businessinsider.com/us-elections-and-greek-vote-volatility-2012-11)

 

And some more of those…

·         http://www.calculatedriskblog.com/2012/11/schedule-for-week-of-nov-4th.html

·         http://blogs.ft.com/beyond-brics/2012/11/04/week-ahead-november-5-9/ 

 

Unless the polls structurally underscore the support for Romney, Obama’s chances are currently 85% of winning. According to Nate Silver

·         http://www.businessinsider.com/nate-silver-election-odds-2012-10-z

·         http://fivethirtyeight.blogs.nytimes.com/2012/11/03/nov-2-for-romney-to-win-state-polls-must-be-statistically-biased/

 

And this one also shows that Obama has the odds at his side…

·         http://www.zerohedge.com/news/2012-11-04/512-permutating-paths-white-house

 

One of the last President-comparison charts for this year. I hope.

·         http://www.businessinsider.com/jobs-bushs-first-term-vs-obamas-first-term-2012-11

 

And this is what an average post-election year will bring. Of course, past results do not…

·         http://www.beleggersbelangen.nl/opinie/artikel/31655/2013-wordt-moeilijk-beursjaar

 

Always a good question to ask: is it time to sell? This time it’s about Emerging Markets bonds

·         http://blogs.ft.com/beyond-brics/2012/11/02/em-bonds-ti
me-to-sell/

 

Look at this one. Can you spot the rebound in stocks from March 2009…?

·         http://www.ritholtz.com/blog/2012/11/how-the-mighty-have-fallen/

 

The ECB is checking whether their risk system is as good as they claim it to be…

·         http://www.reuters.com/article/2012/11/04/us-ecb-debt-report-idUSBRE8A309W20121104

·         http://www.zerohedge.com/news/2012-11-04/spanish-banks-may-face-17-billion-margin-call-ecb-found-lie-about-collateral-haircut

 

I am not sure how reliable this chart is, but it is supposed to show how self-sufficient each country is…

·         http://www.zerohedge.com/news/2012-11-03/why-self-sufficiency-matters-or-why-europes-growth-outlook-not-good

 

Another nice one, showing the inflow of new money and the equity markets

·         http://www.ritholtz.com/blog/2012/11/bogle-on-active-management/

 

UK vs US: why is the UK lagging behind? (via @RF_HFC)

·         http://www.voxeu.org/article/fact-checking-financial-recessions

 

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