Good morning. Cool. So now that the Fed is tapering, will this relationship hold…? 

http://www.zerohedge.com/news/2014-08-19/charting-diminishing-effects-qe

Nice one!

http://www.businessinsider.com/sp-500-return-decomposition-2014-8

The power of internet: yet another thought on the Secular Stagnation eBook

http://esoltas.blogspot.in/2014/08/secular-stagnation-meet-data.html?m=1

And talking about secular stagnation…

http://www.bloomberg.com/news/2014-08-19/only-rich-know-wage-gains-with-no-raises-for-u-s-workers.html

Some not so useful factoids on Emerging Markets
http://theirrelevantinvestor.tumblr.com/post/95126619558/all-you-need-to-know-about-emerging-markets-the

So, has gold lost its geo-political sensitivity?

http://www.zerohedge.com/news/2014-08-19/things-make-you-go-hmmmlike-golds-sudden-ignorance-geopolitical-risk

How did the largest actively managed funds perform over the last 15 years?

http://www.wallstreetrant.com/2014/08/how-largest-actively-managed-mutual.html

Nice colours, but usually that is a giveaway for faulty statistics…

http://conversableeconomist.blogspot.nl/2014/08/international-minimum-wage-comparisons.html

Nice bit on debt issuance in foreign or local currencies

http://www.frbsf.org/economic-research/publications/economic-letter/2014/august/global-debt-markets-home-currency-issuance-original-sin/

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