Look at the “companies regularly attending Davos”….
http://www.economist.com/news/international/21595032-whos-magic-mountain
I am not sure whether I believe this (2000-02?), but if is, it is bad. Groupthink.
http://www.businessinsider.com/analyst-eps-estimate-dispersion-2014-1
The 85 richest people of the world own as much wealth as the 50% poorest according to Oxfam.
http://www.theguardian.com/business/2014/jan/20/oxfam-85-richest-people-half-of-the-world
How much longer can this rally continue without a 10% correction?
http://www.businessinsider.com/408-days-since-last-10-market-pullback-2014-1
Well, the IMF warning of capital flight risks does not help…
http://www.ft.com/intl/cms/s/2/918a42a8-8291-11e3-8119-00144feab7de.html
You want history? try this one for size: 5000 years!
http://www.businessinsider.com/chart-of-interest-rates-from-3000-bc-2014-1
The Energy Outlook from BP was published this week: always a very interesting document with a lot of charts and data
http://ftalphaville.ft.com/2014/01/17/1745542/energy-is-gradually-decoupling-from-economic-growth/
Ok, granted that dividing by sales is not a very sensible thing to do, but still…
http://www.zerohedge.com/news/2014-01-23/surprising-rd-chart
Cool site that let’s you determine how much earnings are off from the underlying trend. There is no escaping that earnings are way too high…
Not a real shocker, but interesting nevertheless: predicting equity returns is so difficult because of the ‘valuation’ component…
http://www.businessinsider.com/financial-advisor-insights-january-22-2014-1
A variation on the ‘debt-clock’ principle: lost US output, updated each second…
http://www.lostoutputclock.com/
Economic nerdy humor…
https://twitter.com/jamescrabtree/status/425886314014449664/photo/1
Ha Ha Ha! Oh no, I am not supposed to laugh at this… Ha Ha Ha!
http://www.businessinsider.com/josh-browns-mutual-fund-decoder-2014-1
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