Good Morning. Ha ha ha! Pretty tight fit… But whether it is pretty, is a different question.
http://ftalphaville.ft.com/2013/11/12/1693132/a-deficit-of-deficit-credibility/
I can’t find the report on the website, but here is the news: “OECD issues warning on French economy“
http://www.ft.com/intl/cms/s/0/327eb520-4c93-11e3-958f-00144feabdc0.html
Yellen’s Confirmation Hearing speech. ‘Crisis’ is still pretty big, if we strip out the usual noise. But ‘believe’ is bigger…
http://www.zerohedge.com/node/481389
A Forbes article on the possible demise of private equity as an asset class: the ‘smart’ investors are lowering their exposure
James Saft latest column: “Zen and the hell of low returns“
http://www.reuters.com/article/2013/11/13/saftonwealth-returns-idUSL2N0IX1X720131113
More and more stories on the high growth in Africa. Full disclosure: I own an Africa fund as well
http://blogs.ft.com/beyond-brics/2013/11/13/african-credit-ratings-dont-get-carried-away-says-sp/#axzz2kYjfNR00
“It looks like the economy might actually recover in 2014. But will it?”
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/11/12/it-looks-like-the-economy-might-actually-recover-in-2014-but-will-it/
How could I have missed it: the World Energy Outlook 2013 by the International Energy Agency
http://www.iea.org/newsroomandevents/pressreleases/2013/november/name,44368,en.html
Red means go, by the looks of this chart… In other words: it has not been a useful warning system so far
http://www.bespokeinvest.com/thinkbig/2013/11/13/another-breakout.html
Ex-cuse me?? Whatever happened to Rotterdam as the third biggest port in the world??
http://www.businessinsider.com/busiest-shipping-ports-in-the-world-2013-11
And speaking of ports: Germany is a star exporter: guess which port they use…?
http://www.zerohedge.com/news/2013-11-13/europe-follows-us-demanding-germany-explain-its-exporting-ways
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