Good morning. Keep It Simple, Stupid. Peak oil explained, pretty simple…
Raising retirement age to 70, I can understand, but calling it ‘modernizing’ is somewhat strange I would say
Pretty cool table showing the winning streaks of sectors always come to an end. Only when…?
…which makes you wonder how much longer the Consumer Discretionary’s can keep going, with a trailing PE of 18.3
Posen gives his opinion on Japan. Monetary policy should be sufficient to make change, running a bigger fiscal deficit is not needed
Another not so positive interpretation of the world economy: contraction is the next phase according to Fidelity…
For all you Emerging Markets Debt lovers out there: an IMF study on bond markets in Africa
The US and and infrastructure….
Something is wrong alright, but it might just as well be the little red arrow pointing down…
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