Good morning. Rock ‘n’ Roll and other great prediction gone sour… (click for the total overview)
http://www.ritholtz.com/blog/2014/02/the-future-that-never-happened/
Here’s a quiz for ya: which party has El Pais mixed up in this overview of ‘extreme right’ parties…?
http://www.zerohedge.com/news/2014-02-10/farage-blasts-bullying-brussels-cheers-swiss-immigration-curbs-bill
And all of a sudden Emerging Markets are the Ultimate Deathzone! When did this turnaround happen?
http://blogs.ft.com/beyond-brics/2014/02/10/em-credit-growth-presents-risk-of-systemic-global-financial-markets-shock-warns-jp-morgan/#axzz2sxKjEQRS
This is the chart of the good old days when risk and reward were still making sense. Or too much of it, probably…
http://www.thereformedbroker.com/2014/02/08/flows-dont-follow-value-they-follow-performance/
The share of European earnings in the MSCI world earnings is at a historic low…
http://www.businessinsider.com/europes-share-of-msci-world-earnings-2014-2
And another chart on earnings. Buying companies that are reporting has been pretty profitable.
http://www.bespokeinvest.com/thinkbig/2014/2/10/earnings-are-killing-it.html
For those interested in bitcoin: it has become a whole lot cheaper these past couple of days!
http://www.businessinsider.com/mtgox-statement-on-withdrawals-2014-2
Weird pizza knowledge in the US. But am I to believe that boys eat seperate from girls?
http://www.theatlantic.com/health/archive/2014/02/new-report-americans-love-pizza/283721/
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