Good morning. Dow 15.000. Now why haven’t I written a book with that title…
http://www.bespokeinvest.com/thinkbig/2013/5/3/djia-1000-point-thresholds.html

Interesting chart showing how euro-area cross border sovereign debt holdings have increased again…

http://ftalphaville.ft.com/2013/05/02/1485002/loopy/

…while lending to non-financial corporates has done the reverse….

http://www.zerohedge.com/news/2013-05-05/turning-donkey-butterfly

And talking about the euro-project: this is a pretty weird interview with former German Finance Minister Lafontaine….
http://www.telegraph.co.uk/finance/financialcrisis/10039329/German-euro-founder-calls-for-catastrophic-currency-to-be-broken-up.html

Why sell in May is not going to work this time round. Or at least, according to JP Morgan

http://www.businessinsider.com/jp-morgan-hedge-fund-beta-2013-5

But keep in mind that the strategy seems to have worked pretty good, so far….

http://www.businessinsider.com/the-sell-in-may-and-go-away-trade-2013-5

Cool chart showing the temperature of earth as well as we have been possible to reconstruct
http://www.nakedcapitalism.com/2013/05/the-climate-crisis-in-three-easy-charts.html

Always wanted to know how it works, with central banks: this is a good starting point
http://www.bis.org/publ/bppdf/bispap71.pdf

Remarkable chart showing what happened with Sweden’s central bank balance compared to the US and Euroland

http://fatasmihov.blogspot.nl/2013/04/undoing-central-bank-balance-sheet.html

I didn’t have time to read this piece on r-square, but it looks interesting
http://davegiles.blogspot.nl/2013/05/good-old-r-squared.html

Cool chart on financial asset ownership by households in various countries

http://www.businessinsider.com/gundlach-bond-bears-absolutely-wrong-2013-5

Ah, dr Copper. If only they would show this chart from 2000 onward… (in other words, I do not believe in causation in this case)

http://ftalphaville.ft.com/2013/05/02/1485472/dr-copper-telling-us-the-partys-over/

A number of interesting charts on the Chinese economy

http://ftalphaville.ft.com/2013/04/17/1463992/chinas-credit-to-gdp-ratio-updated-and-why-it-matters/?

This probably already got a fair amount of attention, last week. “Rethinking macro-policy II”
http://www.imf.org/external/pubs/ft/sdn/2013/sdn1303.pdf

Simple but nice overview of the composition of the Dow Jones right from 1884

http://money.cnn.com/interactive/investing/dow-timeline/#

And speaking of US stocks: betting on the S&P500 index heavyweight does not pay off

http://www.businessinsider.com/financial-advisor-insights-may-2-2013-5

I have no clue what this chart actually is trying to show, but it looks important. Solar energy.

http://www.businessinsider.com/citi-the-solar-age-is-dawning-2013-5

This one was released on the day I went on holiday, so pretty old. Still worth to look at though

http://ftalphaville.ft.com/2013/04/26/1477242/counterintuitive-insights-that-are-only-now-making-the-mainstream-now/

And, of course, the week ahead…
http://blogs.ft.com/beyond-brics/2013/05/05/week-ahead-may-6-10/
http://www.calculatedriskblog.com/2013/05/schedule-for-week-of-may-5th.html

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