Good morning. Forget about Switzerland: Iceland is the most peaceful place in the world.
So much for dividend stocks….
http://online.wsj.com/article/SB10001424127887324423904578520970034006496.html
Yesterday I showed this chart on household debt, with the Netherlands ranking highest. Today, the other side of the coin: wealth…
http://www.zerohedge.com/news/2013-06-04/debt-nations
A number of simple charts showing what has changed in the four years the US came out of the recession
http://economy.money.cnn.com/2013/06/04/recession-ended-4-years-ago/?iid=HP_Highlight
This chart on valuation of housing markets has been doing the rounds
http://www.telegraph.co.uk/finance/personalfinance/houseprices/10088467/OECD-British-house-prices-are-31-too-high.html
The latest trend in fixed income research: taper tables.
http://www.businessinsider.com/morgan-stanley-here-are-the-7-treasury-yield-outcomes-for-when-the-taper-attacks-2013-6
The rise in US bond yields is not without impact, with mortgage rate soaring. But will it bite…?
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/06/04/will-higher-mortgage-rates-kill-the-housing-market-maybe-not/
A bit of insight on how sell-side analysts work. Interesting, but not as ‘shocking’ as the fool.com thinks it is
http://www.fool.com/investing/general/2013/06/03/the-shocking-truth-about-wall-street-stock-recomme.aspx
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2228373
Interesting chart on the time of trading: before the European markets close versus after they close. No clear pattern
http://www.bespokeinvest.com/thinkbig/2013/6/4/is-europe-good-or-bad-for-trading.html
Nice presentation if you want to be informed on where we are with the world economy
http://www.businessinsider.com/jeff-gundlach-june-webcast-presentation-2013-6
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