Good morning. We are not there yet…
https://www.bespokepremium.com/think-big-blog/u-s-equity-markets-approaching-august-lows/
Liquidity, or the lack thereof in bond market funds…
http://www.ritholtz.com/blog/2015/09/a-question-of-liquidity/
And here is a bit more…
http://www.nakedcapitalism.com/2015/09/wolf-richter-this-is-when-bonds-go-kaboom.html
On that Catalan election outcome
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-17
I am not a strong believer in this, but apparently, bearishness has reached a record high. Which is positive.
http://www.marketwatch.com/story/stock-investors-havent-been-this-bearish-in-15-years-2015-09-25
Leverage in the oil producing sector: market cap has declined, debt hasn’t
http://ftalphaville.ft.com/2015/09/28/2140986/a-history-of-leverage-and-the-mining-industry-2010-2015/
A bit of reading from the IMF on neutral interest rates in the US
http://www.imf.org/External/Pubs/FT/irb/2015/03/index.pdf
If you selling stuff on Ebay: don’t gp for the round numbers, it appears
http://economistsview.typepad.com/economistsview/2015/09/cheap-talk-round-numbers-and-signaling-behavior.html
The rich are better investors? Well, this piece of research tries to prove it, at least
http://www.bloombergview.com/articles/2015-09-25/the-rich-are-different-they-re-better-investors–
Which market is leading the others and is there a change over the years?
http://uk.businessinsider.com/there-is-one-market-everyone-pays-attention-to-2015-9
I have shown a different version of this chart last week, but here you go: US consumer is more important than the whole of the Chinese economy
http://uk.businessinsider.com/bulls-excited-us-consumers-despite-china-2015-9
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