(http://www.towerswatson.com/assets/pdf/8991/Global-Pensions-Asset-Study-2013-Towers-Watson.pdf )

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Much ado about the Chinese PMI???s released. One (HSBC) was strong, the other (official) disappointed

?????????????????? http://www.businessinsider.com/china-january-2013-official-pmi-2013-1

?????????????????? http://www.ft.com/intl/cms/s/0/01bbcc22-6c1d-11e2-a700-00144feab49a.html

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January is done! And the winners are???

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/1/31/asset-class-performance-in-january.html

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Ah yes, the January effect???. No perfect fit for sure, but look at 1987: 13% return in January and flat for the year??

?????????????????? http://www.businessinsider.com/sp-500-january-effect-exceptions-2013-1

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I have shown this one before, but this is updated. The black bits are the Fed???

?????????????????? http://www.zerohedge.com/news/2013-01-31/feds-ten-year-equivalent-holdings-hit-record-29-entire-treasury-market

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Some perspective on the debt ceiling: it was raised 15 times since 1996???

?????????????????? http://www.washingtonpost.com/blogs/wonkblog/wp/2013/01/31/weve-raised-the-debt-ceiling-15-times-since-1996/

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Low volatility stocks are the bestest! (and I can proudly say that Robeco was one of the first to make an investment strategy out of it)

?????????????????? http://www.businessinsider.com/financial-advisor-insights-january-31-2013-1

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???Currency wars???: that???s what the ???fiscal cliff??? in 2012 was???

?????????????????? http://ftalphaville.ft.com/2013/01/31/1364792/ware-the-currency-wars/

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Very cool table showing the returns of the various commodities over the years

?????????????????? http://www.businessinsider.com/usfunds-periodic-commodities-table-2013-1

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Pretty cool ehhh??? something, I guess??? (trades in UNG)

?????????????????? http://www.businessinsider.com/eia-natural-gas-leak-trading-2013-1

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And this is closely linked to the previous chart: a High Frequency Trading infographic!

?????????????????? http://www.scribd.com/doc/123286545/Infographic-HFT

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