Good morning. Ha! An update from my favourite technology chart. Say bye bye to the internet of things (for now)
Sounds like an interesting read: “Public Investment as an Engine of Growth” From the IMF.
Students versus non-students. Let’s hope that studying still leads to higher earnings
Meanwhile. in a different part of the forest: “Corporate 1% in U.S. Gets Wealthier While Cash Piles Up”
Apparently, Hussman is crying victory because of the High Yield sell-off…
…and speaking of the High Yield market: apparently there IS a strong link between performance and outflows (although I am not sure what way the causation runs)
In case you are a believer (in US demographics), this is a buy signal, or so I am told…
And here is why you should buy US bonds…
And this is a bit of an off-topic (from a well respected source though)…
I am going to try this one at work!
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