Good morning. Company Economist…

http://www.zerohedge.com/news/2014-07-25/economic-laws-are-not-optional

Nice one: on mergers and bond issuance

http://online.wsj.com/articles/behind-the-trading-burst-that-shored-up-wall-streets-bottom-line-1406041755

…and talking of M&A: “When investors are complacent, stupid deals happen”. From the FT.

http://www.ft.com/intl/cms/s/0/137d5e50-0dcd-11e4-b149-00144feabdc0.html

A somewhat technical contribution on forward premia and carry trades

http://econbrowser.com/archives/2014/07/forward-premia-and-the-carry-trade

Interesting chart: perceptions of inequality fall short of the actual inequality…

http://www.nytimes.com/2014/07/25/upshot/why-voters-arent-angrier-about-economic-inequality.html

Every month, business insider asks strategist from across the globe to pick their ‘most important chart’. I like this one.

http://www.businessinsider.com/bi-most-important-charts-in-the-world-2014-7#gerard-minack-minack-advisors-22

So, what is it that Goldman Sachs has that others don’t…

http://www.ritholtz.com/blog/2014/07/the-tab-for-the-financial-crisis/

Purely hypothetical, but that makes it so cool: the Scottish stock index…

http://www.businessinsider.com/what-a-hypothetical-scottish-stock-market-would-look-like-2014-7

Let’s just plot two things together that have no link at all

http://www.businessinsider.com/stock-market-leading-indicator-political-crises-2014-7

Just in case you get confused about the Middle East… And I like the correction: says it all.

http://www.ritholtz.com/blog/2014/07/the-middle-east-friendship-chart/

This one may be old, but it drives home the point why financial markets ars not all that interested in the war theme

http://www.zerohedge.com/news/2014-07-25/117-worlds-war-global-geopolitical-risk-mapped

And here is me thinking dying of old age was the thing to do…

http://www.ritholtz.com/blog/2014/07/which-disease-is-most-likely-to-kill-you-across-the-planet/

That proofs it: cursing is a lagging indicator…

http://www.zerohedge.com/news/2014-07-25/cursing-explodes-crisis

And the busy schedule for the week ahead
http://www.calculatedriskblog.com/2014/07/schedule-for-week-of-july-27th.html

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