Good morning. A bit of history to get this Wednesday started!
http://www.zerohedge.com/news/2013-04-23/bond-bubble-or-rational-expectations-visualizing-220-years-treasury-yields
Well, I must admit this is remarkable. Only this time, it was not because of high commodity prices!
http://soberlook.com/2013/04/the-slowdown-in-economic-activity-is.html
Report by Tower Watson on the rising pension deficit from 100 biggest publicly traded US companies: now $ 250 billion… (can’t find the report itself)
http://www.chicagotribune.com/business/sns-rt-us-pensions-funding-towerswatsonbre93m0or-20130423,0,2329231.story
The rich keep getting richer, while the poor….
http://www.pewsocialtrends.org/2013/04/23/a-rise-in-wealth-for-the-wealthydeclines-for-the-lower-93/
If you want to get up to date on household deleveraging in the US: this is a nice starting point
http://www.newyorkfed.org/research/current_issues/ci19-2.html
Ah yes, that false AP-tweet crash on the White House bombing (hope this works, because it looks cool)
http://www.businessinsider.com/what-the-market-did-after-ap-tweet-2013-4
Know your bubble! Goldman Sachs has put together this bubble chart. But wasn’t there a silver bubble? And the famous Volkswagen bubble?
http://www.businessinsider.com/goldman-bubbles-in-history-in-one-chart-2013-4
A bit of background on the concept of the ‘fundamental index’
http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/index-investing/is-it-worth-making-the-shift-to-fundamental-indexes/article11446205/
Interesting read on how limited the impact of shale gas has been for the US economy. So far…
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/04/23/the-oil-and-gas-boom-has-had-a-surprisingly-small-impact-on-the-u-s-economy/
I knew Japan and Germany had an ageing population, but didn’t know that Korea was also facing that problem…
http://qz.com/76423/an-elderly-crisis-and-a-youth-crisis-south-koreas-got-it-all/
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