I am back. Interesting fact: Microsoft is back to its 1999 high, but guess what happened to its market cap?

https://www.bespokepremium.com/think-big-blog/microsoft-msft-set-to-close-as-new-all-time-high/

As a point of warning: this guy is always bullish on stocks

http://uk.businessinsider.com/monday-scouting-report-oct-26-2015-2015-10?r=US&IR=T

Interesting topic from the IMF: “The Fiscal Consequences of Shrinking Populations”

http://www.imf.org/external/pubs/ft/sdn/2015/sdn1521.pdf

I fully admit that I show this one because of the glossy pictures used…

https://www.scribd.com/doc/285818154/The-Scary-Debate-Over-Secular-Stagnation

A number of charts that are worth to take a look at. Like this one.

http://uk.businessinsider.com/bi-most-important-charts-october-2015-10?r=US&IR=T

Spot the pattern.

http://blogs.ft.com/gavyndavies/2015/10/25/ecb-and-fed-reverse-their-traditional-roles/

Ah, yes, the Fed’s on later this week…

http://www.wsj.com/articles/betting-against-a-fed-rate-rise-1445790240?alg=y

ETFs have become bigger than hedge fynds. Who’s next?

http://www.ai-cio.com/channel/ASSET-ALLOCATION/The-$3-Trillion-ETF–Boom-/

A bit of reading on the emerging markets outflow

http://uk.businessinsider.com/larry-summers-on-more-secular-stagnation-2015-10

This chart seems to contest the falling profit margins theses, or does it?

http://uk.businessinsider.com/profit-margins-increasing-for-most-companies-2015-10

And that big pro-eu report published by the Bank of England

http://www.bankofengland.co.uk/publications/Documents/speeches/2015/euboe211015.pdf

A number of beautiful old pictures of immigrants on Ellis Island

http://www.washingtonpost.com/news/wonkblog/wp/2015/10/24/what-americas-immigrants-looked-like-when-they-arrived-on-ellis-island/

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