Good morning. Sadness. Stupidity
Stock buybacks and how they have been funded
http://uk.businessinsider.com/how-companies-fund-share-buybacks-2015-11
A couple of weird things happening in financial markets…
http://www.bloomberg.com/news/articles/2015-11-12/five-strange-things-that-have-been-happening-in-financial-markets
One week too late, but still interesting: the spectacular rise of singles day
http://uk.businessinsider.com/how-alibaba-made-143-billion-on-singles-day-2015-11?r=US&IR=T
A speech by the Chief Economist of the Bank of England on the future of jobs and wages
http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech864.pdf
The impact of Amazon
https://www.bespokepremium.com/think-big-blog/amazon-com-amzn-propping-up-the-consumer-sector-like-none-other/
Right. Equilibrium real interest rates. Good luck with that.
http://www.voxeu.org/article/estimating-equilibrium-real-interest-rate
Remarkable differences between immigrants
http://noahpinionblog.blogspot.nl/2015/11/black-immigrant-mobility.html
I have probably shown this a couple of times already
http://www.ritholtz.com/blog/2015/11/the-long-behavioral-history-of-long-yields/
A wee bit of reading on shadow banking
http://www.financialstabilityboard.org/wp-content/uploads/global-shadow-banking-monitoring-report-2015.pdf
Inflation per decade
https://blogs.cfainstitute.org/investor/2015/11/11/three-reasons-why-it-is-still-a-good-time-to-talk-about-inflation/
Good for them
http://www.economist.com/blogs/graphicdetail/2015/11/daily-chart-9?fsrc=rss
The schedule for the week to come
http://www.calculatedriskblog.com/2015/11/schedule-for-week-of-november-15th.html
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