(source: http://www.businessinsider.com/the-worldwide-demographic-cliff-2013-1)

??

The much anticipated speech by Cameron: according to sources he offers the Britons a referendum on EU membership???.

?????????????????? http://www.cnbc.com/id/100399058

?????????????????? http://www.ft.com/intl/cms/s/0/8430a63e-64b4-11e2-ac53-00144feab49a.html

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For them technical analysts out there: almost 80% of the S&P stocks are overbought right now

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/1/22/796-of-sp-500-stocks-overbought.html

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Cool chart which is supposed to show the limited link between GDP growth and stock returns. Geeky.

?????????????????? http://www.crossingwallstreet.com/archives/2013/01/how-closely-tied-are-stocks-and-the-economy.html

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Another NBER study, this time on the wealth effect. Stocks do not matter, housing does.

http://www.nber.org/papers/w18667.pdf?new_window=1

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The biggest mystery in the US housing recovery: where is the jobs growth????

?????????????????? http://www.businessinsider.com/arguments-against-housing-recovery-2013-1

??

A brief history of macro. Nice presentation on Macro-Economics during the last 80 years or so. (via @pietgautier)

?????????????????? http://www.economist.com/blogs/freeexchange/2013/01/brief-history-macro

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And let???s end with the presentation-trap???

?????????????????? http://www.phdcomics.com/comics.php?f=1553

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Ok, the ???first ever survey of fund managers heavily in gold and mining stocks??? should be part of #
botw (via @michaelkraland)

?????????????????? http://www.theaureport.com/pub/na/14935#.UP5iLymV2w8.twitter

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