For all you Shiller PE lover out there: morning star takes a critical look…

http://news.morningstar.com/articlenet/article.aspx?id=638667

Various different links between inequality and growth…
http://filipspagnoli.wordpress.com/2014/03/16/income-inequality-30-a-primer-on-inequality-and-economic-growth/

The world is watching a very dangerous juggling act and not liking the outcome…

http://www.zerohedge.com/news/2014-03-16/us-vs-russia-3-cartoons

…but it does explain why Russian stocks are so cheap.

http://www.businessinsider.com/russia-and-emerging-market-valuations-2014-3

And a bit of history on Russia

http://www.economist.com/blogs/graphicdetail/2014/03/daily-chart-15

So much for the BRIC countries: not exactly a union…

http://www.bespokeinvest.com/thinkbig/2014/3/14/another-bric-in-the-wall.html

Very interesting table. Almost unbelievable, even.

http://blogs.ft.com/beyond-brics/2014/03/17/china-leads-em-surge-in-high-tech-exports/#axzz2wHvb7GzC

…but it is not all positive news for the Chinese economy: either looking at floorspace…

http://discussions.ft.com/longroom/tables/emerging-markets/china-property-risk/

…or debt the history of Japan holds not so positive news for the Chinese economic outlook

http://www.businessinsider.com/why-china-needs-to-push-through-reforms-2014-3

On to a different subject: there is a report that assesses the forecasting capabilities of the IMF

http://blogs.ft.com/money-supply/2014/03/18/the-cunning-optimism-of-the-imf/

I particularly like the ‘had homework, didn’t do it’ bit

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/03/18/new-study-elementary-students-are-doing-more-homework-than-they-used-to/

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