(source: http://www.businessinsider.com/chart-drivers-of-stock-market-returns-2012-12)

 

I like this chart. Not that I agree, but still.

·         http://www.businessinsider.com/socgen-banks-to-outperform-tech-2012-12

 

I haven’t read it, but sounds interesting: Adjustment Mechanisms in a Currency Area

·         http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2167231

 

Huge, but VERY cool chart showing the changes in the compensation in world reserves

·         http://www.businessinsider.com/history-of-foreign-currency-reserves-2012-12

 

Based on this, I really would like to live in the Netherlands! Then again, I do not work 30.5 hours per week… (via Ruud van Suijdam)

·         http://info.boltinsurance.com/employee-work-hours-infographic/

 

Markets tend to be volatile, in the first stretch after the Presidential elections

·         http://www.marketwatch.com/story/stocks-in-the-first-year-of-presidential-cycle-2012-12-05

 

The changing economic landscape thanks to shale oil…

·         http://www.businessinsider.com/goldman-on-the-shale-revolution-2012-12

 

And another shale gas special, this time from the IEA

·         http://soberlook.com/2012/12/eia-forecast-for-energy.html

 

European retail sales figures were ‘ugly’

·         http://www.businessinsider.com/horrendous-european-retail-sales-2012-12

 

Some more thoughts on the cancellation of government debt by central banks

·         http://ftalphaville.ft.com/2012/12/05/1282483/how-cancelling-central-banks-holdings-of-government-debt-could-be-a-useful-thing/

 

Very big but nice: how much the East is in vesting in the West, these days…

·         http://www.ritholtz.com/blog/2012/12/chinese-investment-in-north-america/

 

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