Good morning. The worst blizzard, effah…?
Who needs Bloomberg? “Over 500 free databases from the OECD”
http://oecdinsights.org/2015/01/26/over-500-free-databases-from-the-oecd/
Obvious point. A bursting bubble is not a one day event, but can take months…
www.businessinsider.com/stocks-zig-zag-when-bubbles-peak-2015-1
Who likes puzzles? Here is one: on the lack of wage growth…
http://www.ft.com/intl/cms/s/0/f95d24d4-a31c-11e4-9c06-00144feab7de.html
3%! The US can now join the euro!
http://uk.businessinsider.com/cbo-deficit-debt-outlook-2015-1
US banking sector looks better all the time…
http://uk.businessinsider.com/fed-weekly-bank-lending-up-2015-1
Finnish government debt. Hard to get by, thanks to the ECB
https://medium.com/bull-market/an-ecb-qesplainer-9c87146052c1
Even if you do not like the Shiller PE, 12 months forward PE also is getting less cheap
http://uk.businessinsider.com/sp-500-price-to-expected-earnings-ratio-2015-1
Cool website by Bloomberg on the Global innovation index (via www.ritholtz.com)
http://www.bloomberg.com/graphics/2015-innovative-countries/
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