Good morning. Some thoughts on the connection between GDP growth and stock market returns
The IMF has looked at investment funds and illiquidity
Contrary what the title of the post suggests: this is a pretty boring chart
Can someone spot the pattern?
Under the heading of Secular Stagnation (from Bruegel)
I missed this one on Robotics: takes 6 minutes to watch and then you are up to speed on the subject (via http://www.oneworld.nl/blog/de-week-tweets/de-week-van-went-tweets-52)
In absolute (and relative growth) numbers, Emerging markets will be greying faster than developing markets
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