Good morning. How much have the BRIC’s grown over the past 11 years? (+ an interview of the ‘inventor’ of the BRICs)

http://online.wsj.com/article/SB10001424127887323949404578314350705850898.html

 

In 2014 Germany is planning to issue the least new debt in over 40 years…

http://www.spiegel.de/wirtschaft/soziales/bund-soll-laut-schaeuble-plan-2014-6-4-milliarden-euro-schulden-machen-a-888218.html

 

Yes, US stocks are close to their all-time highs (green line), but look at those profits (red line)!

http://blogs.ft.com/gavyndavies/2013/03/10/do-economic-fundamentals-underpin-peak-equities/

 

It’s a nice chart, but is it correct? Has there been no net new purchasing by the Fed since 2011?

http://www.zerohedge.com/news/2013-03-11/dylan-grice-explains-how-crackpot-central-bankers-are-destroying-human-society

 

Interesting video by the NewYork Times on ‘The man who sells the moon’
http://nyti.ms/ZxTvEz

http://www.nytimes.com/2013/03/11/opinion/the-man-who-sells-the-moon.html

 

FT Article on the growing impact of central banks in the currency markets

http://www.ft.com/intl/cms/s/0/b5ab1b9a-76a2-11e2-8569-00144feabdc0.html

 

Too big to properly show in this mailformat (click to see it), but this is a long-term chart on dividend yields from the US and selected European countries

http://www.ritholtz.com/blog/wp-content/uploads/2013/02/DIVIDEND.jpg

http://www.ritholtz.com/blog/2013/03/dividend-yield-vs-10yr/

 

Ha, ha, ha: nice question…

http://www.businessinsider.com/jim-oneill-2013-ambrosetti-presentation-2013-3?op=1

 

What happens if stocks hit a new all-time high? If the past is anything to go by, 30 days from now we are trading higher…!

http://www.businessinsider.com/what-stocks-do-after-hitting-brand-new-highs-2013-3

 

The ‘dividend monk’, the ‘dividend ninjah’ and ‘Kid Dynamite’s world’: just a couple of blogs…

http://thecollegeinvestor.com/6339/best-investment-blogs/

Nice overview of all the various currency wars in the past

http://www.zerohedge.com/news/2013-03-11/presenting-currence-crises-devaluations-and-regime-changes-collapse-gold-standard

 

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