Ten super Dilberts: spot your own favorite!
http://uk.businessinsider.com/best-dilbert-comics-2015-10
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
And here are some more S&P500 factoids: how the S&P500 breaks down in credit quality
http://uk.businessinsider.com/speculative-grade-companies-in-the-sp-500-2015-10
Spot the pattern.
http://blogs.ft.com/gavyndavies/2015/10/25/ecb-and-fed-reverse-their-traditional-roles/
The buybacks are back as an important (negative) issue
https://www.bondvigilantes.com/blog/2015/10/29/happy-halloween-five-scary-charts-that-freddy-krueger-would-be-proud-of/
Investing is being willing to take ‘some’ losses
https://theirrelevantinvestor.wordpress.com/2015/10/15/dry-powder/
Or not? “Are share buybacks jeopardizing future growth?”
http://www.mckinsey.com/Insights/Corporate_Finance/Are_share_buybacks_jeopardizing_future_growth
A study by the IMF on sub saharan Africa warning that growth will slow down
http://www.imf.org/external/pubs/ft/reo/2015/afr/eng/pdf/sreo1015.pdf
A nice bit of reading on the weird Chinese statistical quirks
http://qz.com/530096/china-data-tricks/
A timebomb waiting to go off…?
http://uk.businessinsider.com/china-country-rankings-of-sex-ratio-at-birth-2015-10
Very beautiful interactive chart on oil markets
http://www.nytimes.com/interactive/2015/09/30/business/how-the-us-and-opec-drive-oil-prices.html
Waiting for outperformance. It can take a while, sometimes…
https://theirrelevantinvestor.wordpress.com/2015/10/26/historic-underperformance/
Interesting topic from the IMF: “The Fiscal Consequences of Shrinking Populations”
http://www.imf.org/external/pubs/ft/sdn/2015/sdn1521.pdf
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 bit of reading on the Philips curve
A remarkable divergence, no matter what
http://uk.businessinsider.com/bank-of-england-should-hike-before-the-fed-2015-10
And they still haven’t abolished that stupid debt ceiling
http://www.ritholtz.com/blog/2015/10/the-us-debt-ceiling-has-risen-no-matter-who-calls-the-shots/
Quite a bit of history in just one chart
A number of interesting topics collected in one blogpost
http://www.voxeu.org/article/selected-takeaways-ecb-s-sintra-forum-inflation-and-unemployment-europe
ETFs have become bigger than hedge funds. Who’s next?
http://www.ai-cio.com/channel/ASSET-ALLOCATION/The-$3-Trillion-ETF–Boom-/
And there’s your answer… (and watch out for that axis!)
http://www.forbes.com/sites/baldwin/2015/10/01/bad-news-for-janus-franklin-and-t-rowe/
A number of beautiful old pictures of immigrants on Ellis Island
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