The ‘weaker than normal’ recovery for the US economy does not apply for earnings!
…which sort of explains why earnings have shattered previous records. Now it’s up to the S&P…
Interesting video by the NewYork Times on ‘The man who sells the moon’
The Rise of the South. The human development report is certainly worth checking out
And another cool report: NBER on commodity prices!
Interesting interview with ‘Mister BRIC’
Cool chart linking jobs growth to Fed policy: with an average of 100k jobs we will never see higher rates again…
The relation between consumption and house prices. Pretty clear
So you don’t own a house? It still is an important component of the official inflation though…
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