Good morning. Cool chart on what you actually buy when you buy US/European/UK/Japanese stock markets
http://www.businessinsider.com/domestic-revenue-shares-across-markets-2014-11

James Saft on index investing: “There are no pure indexers: everyone, like it or not, is an asset allocator, or asset picker if you prefer.”
http://www.reuters.com/article/2014/11/19/saft-on-wealth-idUSL2N0T81DW20141119

A fair bit of history on US bond yields

http://uk.businessinsider.com/us-treasury-yields-at-historic-lows-2014-11

And here is some analyses on stock markets ahead and after big moves. Interesting, but not very useful

http://www.crossingwallstreet.com/archives/2014/11/how-the-stock-market-performs-before-and-after-big-drops-and-big-rallies.html

It’s a pity these colours aren’t chosen better, but otherwise it is an interesting chart

http://uk.businessinsider.com/economic-indicators-from-prior-peaks-2014-11

I need to think about this one: not sure this holds up…

http://www.businessinsider.com/markets-chart-of-the-day-november-19-2014-11

Ah yes, the time of the Outlooks is here again…

http://www.businessinsider.com/t-rowe-price-2015-market-outlook-2014-11?op=1

The Cleveland Fed on oil and inflation

https://www.clevelandfed.org/inflation-central/201411-trends-oil-and-consumer-prices.cfm

Natixis is explaining what is wrong with Abenomics: they need a stronger yen… (Feel free to disagree)

http://www.zerohedge.com/news/2014-11-19/why-japan-needs-strong-yen

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