Good morning. Last week, the European banking survey was positive, this week it is the US ‘s
http://www.calculatedriskblog.com/2014/08/fed-survey-banks-eased-lending.html

In case you have missed: there is much ado about the outflow of High Yield….

http://www.businessinsider.com/high-yield-debt-in-focus-august-4-2014-8

In case you have missed part II: there is an exceptional drought going on in California…

http://www.bloomberg.com/news/2014-07-31/california-s-exceptional-drought-spreads-north-as-water-supplies-drop.html

Brilliant overview by the Wall Street Journal on the 100 legacies of the 1914-1918 war. With clips and pictures

http://www.wsj.com/ww1/

This had a pretty good track-record. Until 2010, that is…

http://www.zerohedge.com/news/2014-08-04/spot-data-dependent-fed-policy

Ebola

http://www.zerohedge.com/news/2014-08-04/25-critical-facts-about-ebola-outbreak-every-american-needs-know
http://www.boston.com/bigpicture/2014/08/ebola_continues_to_spread_in_west_africa.html

I never thought that earth would be this big, when it comes to land mass…

http://www.ritholtz.com/blog/2014/08/space-without-the-space/

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