Good morning. Stocks meet bonds. About a third of S&P stocks have higher dividends than the 10 year Treasury yield

http://www.bespokeinvest.com/thinkbig/2014/5/7/stock-yields-vs-treasury-yields.html

For those interested in a bit of chemicals: these BBC podcasts on the various elements comes highly recommended
http://www.bbc.com/news/business-26017783

It can be that I have shown this one before, but hey, it is such a cool chart!

http://johnhcochrane.blogspot.in/2014/05/stuff-cheap-people-expensive.html

Interesting (though old) study by McKinsey on who is on the receiving end (in the negative sense) with respect to cheap money…

http://www.ft.com/intl/cms/s/0/d442112e-d161-11e3-bdbb-00144feabdc0.html

Small caps in bear market territory?

http://www.zerohedge.com/news/2014-05-07/almost-half-russell-2000-members-are-bear-market

Interesting chart (part I)http://www.bloombergview.com/articles/2014-05-07/ritholtz-s-10-wednesday-reads-climate-change-maps-and-facts

Interesting chart (part II). Spot the difference…

http://www.nytimes.com/2014/05/08/upshot/on-climate-republicans-and-democrats-are-from-different-continents.html

Technical analysts! Rejoice!!

http://www.businessinsider.com/nasdaq-head-and-shoulders-2014-5

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