Good morning. A simple bit of background on how sensitive the S&P500 is to -say- a China slowdown
http://www.ritholtz.com/blog/2015/08/sp500-sales-nation/
And this is a slightly different picture…
http://uk.businessinsider.com/international-revenue-exposure-for-small-mid-large-mega-cap-stocks-2015-8
Mmmm. I am pretty sure that the DAX index has declined by more than 20% already…
http://www.bloombergview.com/articles/2015-08-26/ritholtz-s-reads-upside-of-a-downturn-in-silicon-valley
Cool game: can you beat the market? I managed to do it (with luck, of course)
http://qz.com/487013/this-game-will-show-you-just-how-foolish-it-is-to-sell-stocks-right-now/
Living longer, but sicker as well…
http://www.economist.com/blogs/graphicdetail/2015/08/life-expectancy
Just as a recap for the Chinese market
http://www.ritholtz.com/blog/2015/08/chinas-market-and-policy-timeline/
How sensitive is the US (stock market) for China?
http://www.economist.com/blogs/graphicdetail/2015/08/sinodependency-index
We are making an art out of looking at the past…
https://theirrelevantinvestor.wordpress.com/2015/08/25/a-0-5-day/
Some more reading on capital flows from China
http://ftalphaville.ft.com/2015/08/26/2138549/chinas-asset-bubble-growth-solution-hangs-in-the-balance/
Ok, The Economist is pushing for a new boundary. On dog poo…
http://www.economist.com/blogs/graphicdetail/2015/08/daily-chart-12
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