Good Morning. There is austerity and there is austerity. Especially France appears to be good at it???
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And some more on the US austerity by Muenchau in the Financial Times???
?????????????????? http://www.ft.com/intl/cms/s/0/65bc5798-55be-11e2-9aa1-00144feab49a.html
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Interesting take by James Saft: Shunning Japan gets riskier???
?????????????????? http://blogs.reuters.com/james-saft/2013/01/04/shunning-japan-gets-riskier-james-saft/
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The debt ceiling is back. And so are the charts on the subject.
?????????????????? http://www.reuters.com/article/2013/01/07/us-usa-fiscal-debt-idUSBRE9060UM20130107
?????????????????? http://bipartisanpolicy.org/library/staff-paper/debt-limit
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Nice chart on inflation/growth and expected returns. It looks like we are all going to be winners???
?????????????????? http://www.businessinsider.com/chart-stocks-love-inflation-2013-1
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Ah yes, reporting season!
?????????????????? http://www.bespokeinvest.com/thinkbig/2013/1/7/get-bespokes-4th-quarter-interactive-earnings-season-calenda.html
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The Nikkei is the most overbought asset class of the moment??? If you believe in RSI of course
?????????????????? http://www.ritholtz.com/blog/2013/01/global-trend-indicators-equities-overbought-yen-oversold/
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Charts that make you believe that stocks are cheap after all: although they might be correct, I am always suspicious about them??? Scrapping data for example: mwoah???
?????????????????? http://www.businessinsider.com/david-bianco-shiller-pes-3-major-pitfalls-2013-1
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???and here are 8 charts which are supposed to show that stocks are heading for a downward correction.
?????????????????? http://www.zerohedge.com/news/2013-01-07/ten-charts-ignored-bulls
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A mutant great white shark stalks the sewers of New York city. And other great predictions.. Definitely worth to check out!
?????????????????? http://www.ritholtz.com/blog/2012/12/visual-timeline-of-historical-futures/
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