Ok, this has been a pretty bad start of the year…
http://www.zerohedge.com/news/2014-01-31/dow-dumps-2nd-worst-january-24-years

…and with Chinese PMI for the service sector at a new low, it is not going to improve quickly…

http://www.zerohedge.com/news/2014-02-02/japanese-stocks-tumble-down-10-2014-following-record-low-china-services-pmi

Trend growth: it ain’t what it used to be. Not even if measured per capita…

http://www.economist.com/blogs/freeexchange/2014/01/americas-economy

…and speaking of trend, here is an IMF study on potential growth in Emerging Asia…

http://www.ritholtz.com/blog/2014/01/potential-growth-in-emerging-asia/

Well, and that’s why I am not a guru! 🙂 “Gurus Achieve An Astounding 47.4% Accuracy!”

http://www.rickferri.com/blog/strategy/gurus-achieve-an-astounding-47-4-accuracy/

Best of last week on financial markets and economics. Just follow the link. 🙂

https://lukasdaalder.com/2014/02/01/best-in-economics-this-week-january-31/

Nice chart, but I am not sure whether there is a useful message to be found here, I am not sure. Japan was in the lower quadrant two years earlier, for example

http://www.ritholtz.com/blog/2014/02/sovereign-debt-stresses/

“Why the Rich Feel Besieged: A Checklist”

http://www.motherjones.com/kevin-drum/2014/01/why-rich-feel-besieged-checklist

I guess no one is shocked to learn that capital has moved away from Emerging Markets. How much? This much…

http://www.businessinsider.com/financial-advisor-insights-january-31-2014-1

Distribution of wage earnings during recessions…

http://www.federalreserve.gov/econresdata/notes/feds-notes/2014/how-does-earnings-risk-for-americans-change-during-recessions-20140131.html

And the schedules for the week to come!
http://www.calculatedriskblog.com/2014/02/schedule-for-week-of-feb-2nd.html
http://blogs.ft.com/beyond-brics/2014/02/02/the-week-ahead-feb-3-7/

Very nice overview of all the world’s tallest buildings. A lot of them used to be in the US….

http://www.zerohedge.com/news/2014-02-02/chinas-epic-skyscraper-construction-spree-harbinger-crash

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