Good Morning. “How to Invest as Interest Rates Rise”
http://online.wsj.com/news/articles/SB10001424052702303640604579296464068676966
Cool overview of the various elections taking place in 2014.
http://www.economist.com/blogs/graphicdetail/2014/01/daily-chart-2
And talking about central bankers: listen to this podcast of Dallas Fed Richard Fisher. One hawk in the room…
http://files.libertyfund.org/econtalk/y2013/FisherFed.mp3
http://www.econtalk.org/archives/2013/12/richard_fisher.html
The ever present expectation of an M&A boom did not materialise in 2013… Well, there is 2014 of course!
http://soberlook.com/2014/01/no-growth-in-global-m-activity-in-2013.html
Interesting chart on stock ownership in the US
http://www.ritholtz.com/blog/2014/01/10-monday-pm-reads-77/
NEVER underestimate the strength (or size) of the US consumer…
http://www.businessinsider.com/correlation-of-american-consumer-and-gdp-2014-1
I like this chart, but I would like it more if it would show net-buybacks (inc. IPO’s): that has turned negative…
http://ftalphaville.ft.com/2014/01/06/1732812/retail-has-rotated/
…and talking about request: this chart is only useful if dividends are added, as European companies prefer those…
http://www.zerohedge.com/news/2014-01-06/500-billion-2013-corporate-buybacks-half-qe
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