Good morning. Cool chart on US stocks: how you should have ignored them when you were born in 1930, but loved them when you were born in 1910…
On factor investing “How Can a Strategy Still Work If Everyone Knows About It?”
The fight against deflation
China and the Solow model: heading lower
Oil and oil reserves
Cool chart. Something to do with inflation
This one comes without a comment.
A bit of reading on the US housing sector
A bit of reading on podcasts
And the US schedule for the week to come
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