Good morning. Darn, I see gold has not made it to the modern portfolio…

http://www.businessinsider.com/the-modern-investment-portfolio-2013-7

…and, of course, this is the more traditional approach…

http://www.businessinsider.com/jp-morgan-funds-q3-guide-to-the-markets-2013-7#jp-morgan-funds-q3-guide-to-the-markets

What is China to do: too strong credit expansion, but growth weakening…

http://www.economist.com/blogs/freeexchange/2013/07/chinese-credit

All you ever wanted to know about the EU, but were too confused to ask
http://youtu.be/O37yJBFRrfg

Talk about petting yourself on the back! You look for a model that predicts pretty low growth and than claim that growth has been higher thanks to your (Fed) policy action!

http://www.frbsf.org/economic-research/publications/economic-letter/2013/july/economic-recovery-past-present-future/

Ah, it is the time of month we are going to be looking forward to a jobs report three days in advance…

http://www.businessinsider.com/adp-predicts-the-bls-jobs-report-chart-2013-7

Nice overview of stock market’s returns (and losses) in one chart

http://www.zerohedge.com/news/2013-07-02/real-roller-coaster-investing-stocks

The annual review of the role of the euro by the ECB. My pdf version looks a bit weird, with charts like these:

http://www.ecb.europa.eu/pub/pdf/other/euro-international-role201307en.pdf

Here’s one I didn’t know existed: Sovereign Wealth Fund Assets Map

http://www.businessinsider.com/sovereign-wealth-fund-map-2013-7

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