Good Morning. Ahhh. The time of looking forward to the year ahead has now seriously started…
http://www.businessinsider.com/why-the-stock-market-wont-crash-2013-11#stocks-have-delivered-very-typical-3-year-average-returns-1
If you think that t-shirts are a low-tech product, mainly made in developing markets, listen to this podcast: you are in for a surprise…
http://www.npr.org/player/v2/mediaPlayer.html?action=2&t=1&islist=false&id=245470814&m=245526167
http://n.pr/HQR9M3
An interesting effort to turn a random cloud of data points into some sort of order with the help of colours
http://www.businessinsider.com/qe-correlations-between-stocks-and-bonds-2013-11
Sustainable investing according to RobecoSam. I can only applaud this.
http://www.youtube.com/watch?v=qQIgvRX9Apc
Friday’s making a late year dash for the title of Best Day to be Long this market!
http://www.bespokeinvest.com/thinkbig/2013/11/19/the-markets-case-of-the-mondays.html
Moody’s on the US high yield bond market: “Bond Covenant Quality Continues Steady Erosion”
And while we are on the subject of corporate bonds: this is the time structure of outstanding debt…
http://qz.com/148865/beware-the-looming-corporate-debt-cliff/
Interesting chart from the OECD outlook on the world’s sensitivity to non-OECD domestic demand. Not clear why China was not added to the test though…
http://www.keepeek.com/Digital-Asset-Management/oecd/economics/oecd-economic-outlook-volume-2013-issue-2_eco_outlook-v2013-2-en#page25
To state that investments in Asia are still ‘low’ (28% of GDP) following the 1997 collapse seems a bit strange…
A nice overview of time (of which this is only a small part, so click on the link to get the total)
http://www.waitbutwhy.com/2013/08/putting-time-in-perspective.html
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