Good morning.Well, there is probably a bit of data-mining taking place here, but still

http://www.ritholtz.com/blog/2015/10/sp-500-vs-hedge-fund-returns-since-2011/

The importance of manufacturing in the S&P, versus that in the whole of the US economy

http://uk.businessinsider.com/charts-showing-that-stock-market-is-not-the-us-economy-2015-10

Nice one! (via @went1955)

http://www.oneworld.nl/blog/de-week-tweets/de-week-van-went-tweets-78

I am pretty sure I have shown this one before. I am in the ‘Trust us, we’ve got everything covered’ camp

http://awealthofcommonsense.com/the-sounds-good-in-theory-portfolio/

A number of interesting topics collected in one blogpost

http://www.voxeu.org/article/selected-takeaways-ecb-s-sintra-forum-inflation-and-unemployment-europe

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