Good morning. What has been the best performing asset class this year?
And then there are still people claiming there is no inflation! (and 39 more charts on election spending)
…and in case you wondered whether all that money works…?
Look at all that cash… I sure hope that we are not moving to a Japan-like scenario…
This looks pretty weird and alphaville explains why
A study by the IMF on Emerging Markets and portfolio flows
I guess US small caps are not on the buy list for GMO…
Another critique of Shiller’s PE as a market timing tool: earnings are pretty volatile…
…and here are two more, one from Keltsky (via @leonmwc)
Here is one for the techno-optimists… Comes from @went1955 weekly’s tweet-overview
In case you are looking for some info on the Roman Empire: 40 maps…
There must be something about the fresh air of Heidelberg…
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