(source: http://abnormalreturns.com/download-this-and-thank-me-again/)  

 

The problem with India (94 pages from the IMF)

(source: http://www.imf.org/external/pubs/ft/scr/2013/cr1337.pdf)

 

I am probably insulting a couple of newspapers here, but why don’t I read anything on this ridicolus lawsuit against the Greek statistician?? Did they ever go after the frauds in 2010???

if (FlashDetect.installed) { $(‘flash_embed-pprzmikaAg’).show(); $(‘quicktime_embed-pprzmikaAg’).hide(); } else { $(‘quicktime_embed-pprzmikaAg’).show(); $(‘flash_embed-pprzmikaAg’).hide(); }                                   (podcast BBC)

http://www.npr.org/blogs/money/2013/01/25/170281249/episode-331-how-office-politics-could-take-down-europe     (podcast Planet Money)

 

All you EVER wanted to know about valuation (but were afraid to ask). Or at least, that’s what I think this is…

·         http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2209089&download=yes

 

I am not sure whether these buyout guys looked up all the valuation tools above… Nice chart!

·         http://www.nytimes.com/interactive/2013/02/05/business/As-Stocks-Surge-Buyouts-Return.html

 

Buiter re-emerges, warning about the market becoming too bullish on the prospects of Europe

·         http://www.zerohedge.com/news/2013-02-06/europes-fragile-bubble-citis-buiter-warns-unrealistic-complacency

 

“Tight Credit Is Causing Housing Prices to Rise” Tight Credit??? See next item for more info

·         http://www.millersamuel.com/blog/tight-credit-is-causing-housing-prices-to-rise/28275

 

Interesting study of the BIS showing that Global Liquidity is currently not accommodative…

·         http://www.bis.org/publ/work402.pdf

 

True or hoax? Either way, it looks good…

 

…and if this isn’t a hoax, than it is downright embarrassing…

·         http://www.businessinsider.com/investor-survey-on-stock-market-returns-2013-2

 

I am not sure how this flow data relates to other data (which shows inflows), but this one is interesting as it shows the breakdown of flows

·         http://www.businessinsider.com/baml-client-flows-february-5-2013-2

 

Old fact, but still interesting to see: US firms are pretty good in keeping tax payments down

·         http://www.businessinsider.com/us-corporate-statutory-and-effective-tax-2013-2

 

The end of the Chinese growth miracle. But it is not all bad news though…

·         http://ftalphaville.ft.com/2013/02/06/1368632/chinas-challenges-explained-in-three-easy-charts/

 

Following last week’s periodic table of commodities, this week the periodic table of hedge funds!

·         http://ai-cio.com/channel/Manager_Selection/Graphic__The_Periodic_Table_of_Hedge_Fund_Returns.html

 

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