Let’s start on a positive note: this is what happened with stocks when Clinton lost Congress in ‘94

http://www.businessinsider.com/stocks-gop-congress-sitting-democrat-president-2014-11

And once the election is out of the way, the good times start! (if history is a good guide, that is)

http://www.businessinsider.com/monday-scouting-report-november-3-2014-2014-11

 

Hawks. Always drawing the short straw

http://www.economist.com/news/finance-and-economics/21631136-fed-mollifies-its-hawks-now-its-doves-are-fretting-advice-and-dissent

Nice one: the costs of traffic jams

http://www.economist.com/blogs/economist-explains/2014/11/economist-explains-1

Cool piece of research from Bloomberg

http://www.bloombergbriefs.com/content/uploads/sites/2/2014/10/China-Plenum-opt.pdf

I have no clue whether these numbers are correct, but if they are, the euro area is pretty bad…

http://www.businessinsider.com/adair-turner-talks-about-uk-household-debt-2014-10

Some thoughts on the Bank of Japan action from Martin Wolf

http://www.ft.com/intl/cms/s/0/35e3f7e4-6415-11e4-bac8-00144feabdc0.html

Interesting question “When island nations drown, who owns their seas?”

https://www.bostonglobe.com/ideas/2014/10/18/when-island-nations-drown-who-owns-their-seas/hyH9W5b1mCAyTVgwlFh7qO/story.html

Probably an old chart, but still interesting

http://www.zerohedge.com/news/2014-11-05/biggest-risk-worlds-economy

Not sure whether this one is true, but if it is, it’s funny

http://www.zerohedge.com/news/2014-11-05/mope-and-change-folks

Goldman has developed a risk of equity bust matrix… Somehow, the odds with or without recessions is the same…

http://www.businessinsider.com/goldman-sachs-stock-market-crash-2014-11

The fact that Israel and Mexico have the highest life satisfaction score sort of makes me doubt this bit of research

http://www.ritholtz.com/blog/2014/11/people-in-emerging-markets-catch-up-to-advanced-economies-in-life-satisfaction/

The relative lack of government contribution to the recovery so far.

http://www.bloombergview.com/articles/2014-10-31/how-congress-crippled-the-recovery

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