(source: http://online.wsj.com/article/SB10001424127887323375204578269822857049486.html)

 

“The great ETF mega-war” CNNMoney reports about Blackrock, Vanguard and State Street

·         http://finance.fortune.cnn.com/2013/01/29/etf-vanguard-blackrock/

 

By the looks of this second chart (inflation differentials), it is only logical that the yen has continued to strenghten versus the dollar over the past years…

·         http://www.businessinsider.com/conservatives-shut-up-about-the-debt-2013-1

 

If history is anything to go by, this chart suggests that the Nikkei can still make a jump higher…

·         http://www.businessinsider.com/morgan-stanley-a-pattern-thats-held-for-two-decades-shows-why-investors-are-so-bullish-on-japan-these-days-2013-1

 

A report by McKinsey on infrastructure needs…

http://www.mckinsey.com/insights/mgi/research/urbanization/infrastructure_productivity

 

Ai…! Hedge funds are now net sellers of stocks… You may need a lens to check it, but still

·         http://www.businessinsider.com/hedge-funds-are-selling-stocks-as-mom-and-pop-investors-plunge-in-to-this-market-2013-1

 

Who’s complaining about spread compression in the High Yield market? This is what the spreads looked like in 2007…

…and this is what the spreads look like right now.

 

Economic data from China on income equality

http://www.economist.com/blogs/graphicdetail/2013/01/daily-chart-20?bclid=0&bctid=2124987257001

·         http://www.economist.com/blogs/graphicdetail/2013/01/daily-chart-20

 

The only spread compression appears to be in sovereign bonds…

·         http://www.bespokeinvest.com/thinkbig/2013/1/29/euro-area-spreads-near-52-week-lows.html

 

So much for consumer confidence beinhg a good indicator for retail sales…

·         http://www.zerohedge.com/news/2013-01-29/consumer-confidence-back-2011-levels-after-biggest-plunge-august-2011-debt-ceiling-d

 

A big graphic on behavioral economics…

·         http://www.ritholtz.com/blog/2013/01/this-is-your-brain-on-behavioural-economics/

 

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