Good morning. How to make a weakness into a potential strength: the fact that investments have been low is now bullish somehow…
http://www.businessinsider.com/fundstrat-jpmorgan-thomas-lee-sp-target-bullish-2014-9
And a bit more on (the lack off) capex spending
http://www.zerohedge.com/news/2014-09-15/heatmap-global-capex-ex-capex-world
Nasdaq is the weak one this week. Pre-financing of the Alibaba IPO?
http://www.bespokeinvest.com/thinkbig/2014/9/15/nasdaq-trades-down-to-a-three-week-low.html
The OECD gives its mid year update
http://www.oecd.org/eco/outlook/Interim-Assessment-Handout-Sep-2014.pdf
France is between Slovakia and Colombia when it comes to sovereign risk, according to this list of Blackrock
http://www.ritholtz.com/blog/2014/09/a-world-of-sovereign-risk/
I can’t decide what is worst about this picture. The red line that just keeps on falling until the year 2110, or that yellow arrow drawn to show the trend…
http://www.zerohedge.com/news/2014-09-15/why-worry-two-scariest-charts-world
Cool: an article on Dutch startups on businessinsider!
http://www.businessinsider.com/r-startups-go-dutch-for-new-era-in-manufacturing-2014-9
PriceWaterhouseCoopers on the need for reduced carbon emissions…
http://www.motherjones.com/environment/2014/09/climate-change-pricewaterhouse
Who needs friends anyway…
http://www.economist.com/blogs/graphicdetail/2014/09/daily-chart-11
The international tax competitive index. Whatever that may be…
http://www.businessinsider.com/report-us-tax-code-3rd-worst-among-developed-nations-2014-9
IMF country report on Austria
http://www.imf.org/external/pubs/ft/scr/2014/cr14278.pdf
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