Good morning. Even though it is only a rough estimate, it is still a cool chart to see: Financial assets as a percentage of GDP
(source: http://ftalphaville.ft.com/2013/02/13/1385282/global-financial-assets-there-are-lots/ and the full report can be found here (registration required): http://pragcap.com/an-alternative-view-on-the-corporate-cash-hoard )
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???Before Greed??? Money has not always been the main force???
?????????????????? http://www.bostonreview.net/BR38.1/richard_white_gilded_age_wealth_inequality.php
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The IMF has published a study into the (need of a) Euro banking union
?????????????????? http://www.imf.org/external/pubs/ft/sdn/2013/sdn1301.pdf
?????????????????? http://ftalphaville.ft.com/2013/02/13/1385692/exorcising-eurozone-ela-as-we-know-it/?? (comment from alphaville)
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It???s that time of year again: oil prices are grinding higher???
?????????????????? http://www.bespokeinvest.com/thinkbig/2013/2/13/gasoline-prices-keep-rising.html
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Nice chart showing the development in the US car markets through time
?????????????????? http://www.businessinsider.com/bofa-early-innings-of-us-auto-recovery-2013-2
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???and an even better chart on US house prices, inflation adjusted. ??But no, let???s not call it a bubble???
?????????????????? http://www.zerohedge.com/news/2013-02-13/home-prices-are-back-1894s-levels
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What???s it gonna be boys: what are you going to do with all that cash??? On why companies hoard cash??? (via @went1955)
?????????????????? http://economix.blogs.nytimes.com/2013/02/12/the-growing-corporate-cash-hoard/
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???and here is a second piece on the same topic: corporate America is more fragile than most believe
?????????????????? http://pragcap.com/an-alternative-view-on-the-corporate-cash-hoard
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Some background on Cotton from Bloomberg
?????????????????? http://www.bloomberg.com/news/2013-02-11/cotton-crops-slumping-most-since-1993-as-china-buys-commodities.html
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Overview table showing the valuation of equities according the 12 months forward PE. I don???t understand why certain blanks are red???
?????????????????? http://www.zerohedge.com/news/2013-02-13/ultimate-global-equity-valuation-matrix
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