Good morning. Spot the weak one’s in this chart…

http://blogs.ft.com/gavyndavies/2014/09/02/draghis-incursion-into-fiscal-policy/

So, who has been buying these bonds than?

http://www.ritholtz.com/blog/2014/09/household-rotation-from-fixed-income-to-equities/

Nice one, but don’t get fooled by this double axis…

http://www.ritholtz.com/blog/2014/09/peer-to-peer-lending-is-poised-to-grow/

Interesting: what will the upcoming inclusion of R&D spending do for the Chinese economy?

http://www.zerohedge.com/news/2014-09-02/china-will-revise-its-gdp-definition-until-its-hits-government-growth-targets-goldma

Ah yes, September. The way I look at it, is that it is become less negative over time… 🙂

http://online.wsj.com/articles/some-stock-strategists-brace-for-september-swoon-abreast-of-the-market-1409592143

…but this is an even better way to look at it: bear markets seldom are much more likely to start in the first part of the year!

http://online.wsj.com/articles/theres-no-need-for-investors-to-fear-september-1409329116

Not sure whether these numbers are right, but here you go.

http://gestaltu.com/2014/08/global-passive-benchmark-etf-factor-tilt.html

Cool chart on shale gas and baseline water stress

http://qz.com/258776/china-has-more-shale-gas-than-any-other-country-but-getting-it-out-of-the-ground-could-be-disastrous/

And here is some more info on Shale, from the FT (paywall)

http://www.ft.com/intl/cms/s/0/e178031e-2cf4-11e4-8105-00144feabdc0.html

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