Good morning. SELLLLLLLL!!!!! (the red line says so, apparently…)

(source: http://www.zerohedge.com/news/2012-11-13/strange-and-worrisome-symmetry-berna…)

 

Oh no, I FORGOT ABOUT THE 42 trading days rule!!! BUUUUUYYYYYYY!!!!! (how could I have forgotten…)

·         http://www.bespokeinvest.com/thinkbig/2012/11/13/sp-500-spring-redux.html

 

Before we get all worked up: what has the year (and quarter) brought us, so far?

·         http://www.bespokeinvest.com/thinkbig/2012/11/13/country-stock-market-performance-qtd-ytd-us-struggling-in-q4-1.html

 

Am I to understand that inflation worries are in decline again?

·         http://economistsview.typepad.com/economistsview/2012/11/-fed-watch-yellen-supports-explicit-guideposts.html

 

This does look bullish for sure, but what is on the other side of this equation?

·         http://www.businessinsider.com/goldman-on-the-private-sector-surplus-2012-11

 

Ha! There it is: the government deficit! I am not entirely convinced that the positive outweighs the negative

·         http://www.businessinsider.com/stephanie-kelton-fiscal-cliff-presentation-2012-11

 

Interesting chart showing how high the dividend taxes in the US are going to be….

·         http://images.politico.com/global/2012/02/120208_asidividend.html

·         http://www.businessinsider.com/the-obama-tax-hikes-that-will-hurt-2012-11

 

A chart showing the relative high level of square meter stores in the Netherlands (via Rolf Hermans)

·         http://www.ipe.com/nederland/vastgoed-update_47984.php

 

I am not sure whether this data is correct. Then again, we are talking about China, so that’s standard.

·         http://qz.com/26465/off-the-rails-chinas-railway-ministry-will-spend-16-billion-in-the-next-few-weeks/

 

Article by Tim Harford pointing out that there have been too few corporate collapses in the UK

·         http://timharford.com/2012/11/growth-or-bust/

 

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