(thanks to @History_Pics)
This was the week of the twitter IPO….
http://www.businessinsider.com/charted-twitter-ipo-versus-facebook-ipo-2013-11
Pretty well known fact, but there is nothing wrong to remind us once in a while: GDP growth does not mean high equity returns
http://www.businessinsider.com/correlation-between-equity-returns-gdp-growth-2013-11
Groupthink. The world is still recovering from the consensus view the Fed had, when the subprime bubble was blown
http://www.bloomberg.com/news/2013-11-07/greenspan-s-bequest-to-yellen-is-board-harmony-shown-in-records.html
So: do you see debt, or do you see wealth?
https://twitter.com/shahinkamalodin/status/397411380824780800/photo/1
A presentation by a Fed board member on the topic of tapering: you better listen!
http://research.stlouisfed.org/econ/bullard/pdf/BullardStLRegChamberFinancialForum1November2013Final.pdf
I have shown this before, but the message is sort of important: the lack of investments in the US economy
http://ftalphaville.ft.com/2013/11/01/1683962/the-us-capital-stock-old-and-busted-but-why/
For all them bank lovers out there: the ECB has published a report on banking structures in Euroland
http://www.ecb.europa.eu/pub/pdf/other/bankingstructuresreport201311en.pdf
Non performing loans in Europe: The Netherlands looks pretty healthy here… Surprisingly so
http://ftalphaville.ft.com/2013/11/05/1686722/the-npl-standardisation-factor/
Cool chart. Somehow reminds me on the increase in natural disasters…
http://www.edelweissjournal.com/pdfs/EdelweissJournal-014.pdf
Bikes rule!!
http://www.zerohedge.com/news/2013-11-04/spot-european-economic-recovery
Old data, but interesting nonetheless: what the average American is doing at each moment in the day
http://www.businessinsider.com/how-americans-spend-their-time-2013-11
Remarkably strong fit between price/revenue of the S&P and the 10 year subsequent return
http://www.hussmanfunds.com/wmc/wmc131021.htm
Cool chart, which seems to imply that the myth of of no-investment is overdone. As long as you agree that acquisitions are grotwh related, that is…
http://www.businessinsider.com/sp-500-cash-usage-2013-11
Forecasting is difficult. Even for financial markets…
http://www.zerohedge.com/news/2013-11-02/fallacies-forward-guidance
For all them bank lovers out there: the ECB has published a report on banking structures in Euroland
http://www.ecb.europa.eu/pub/pdf/other/bankingstructuresreport201311en.pdf
Those lazy Italian men (and more)
Cool overview of the evolution of audio devices…. (click for a bigger picture)
http://popchartlab.com/products/the-advance-of-audio-apparatuses
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