Good morning. Nice chart showing the development of the AAA asset pool (cheers Jan Sytze Mosselaar).
(source: https://www.fidelityworldwideinvestment.com/middle-east/news-insight/21-century-themes/episode6.page)
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In case you have missed it: @lexhoogduin has a new website! (for the Dutch speaking readers out there)
?????????????????? http://lexhoogduin.com/
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It looks like it is time to draw a new parallel line???
?????????????????? http://www.businessinsider.com/eurozone-below-trend-gdp-growth-2013-2
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The new ECB monthly report is out, with a small recap of the Bank Lending Survey (which I have completely missed last week): credit standards tightened
?????????????????? http://www.ecb.europa.eu/pub/pdf/mobu/mb201302en.pdf
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Ah: a Shiller PE but with cash flows rather than earnings! Japan is the winner!
?????????????????? http://www.ritholtz.com/blog/2013/02/how-cheap-are-equities/
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I think I have shown this one before: Buyback of stocks appears to be closely linked to debt issuance
?????????????????? http://www.zerohedge.com/news/2013-02-14/bullish
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What the??? Global demand for gold is falling?? How is that possible? :- )
?????????????????? http://www.businessinsider.com/global-gold-demand-fell-4-in-2012-2013-2
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Nine charts on the US housing: back to normal, on track or still cracked?
?????????????????? http://www.zerohedge.com/news/2013-02-14/shiller-housing-back-track-or-still-cracked
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Another older chart, but it can???t hurt to remind ourselves???
?????????????????? http://www.zerohedge.com/contributed/2013-02-14/lets-lighten-game-name-insolvent-banking-system
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