Cool overview of the investment cycle

http://www.wsj.com/articles/companies-shy-away-from-spending-1448931106

Another sign that the ‘rally’ is carried by only a small group of stocks…

http://thereformedbroker.com/2015/11/29/another-banner-year-for-hindsight-capital/

Some thoughts on that Chinese devaluation

http://ftalphaville.ft.com/2015/11/27/2145991/what-are-the-chances-of-an-actual-currency-crisis-in-china/

Timely publication of the country report on Sweden by the IMF: the impact of migrants…

http://www.imf.org/external/pubs/ft/scr/2015/cr15330.pdf

The rise (and rise) of the US debt market

http://ftalphaville.ft.com/2015/12/03/2146520/default-risk-increasing-and-not-an-independent-credit-checker-anywhere/

And the risk profile of the debt is also weakening…

http://www.nakedcapitalism.com/2015/12/wolf-richter-distress-in-us-corporate-debt-spikes-to-2009-level.html

And we know where this can lead to…

http://uk.businessinsider.com/negative-interest-rates-in-switzerland-have-made-people-argue-whether-cash-should-be-abolished-2015-11

Ageing. For real.

http://uk.businessinsider.com/hsbc-report-on-the-global-demographic-shift-2015-11

A cool bit of history

http://www.bradford-delong.com/2015/12/must-read-and-the-winner-for-all-time-in-terms-of-success-at-extracting-as-much-wealth-from-the-workers-as-possible-g.html

FANG.

http://jlfmi.tumblr.com/post/133953173810/is-it-too-late-to-sink-your-teeth-into-fang

Ah, there are more sensible people out there: the diminishing returns

http://www.bloombergview.com/articles/2015-12-02/ritholtz-s-reads-vanguard-deals-a-body-blow-to-wall-street

Even if you are a non-believer in global warming, you still like this site for its cool overview

https://www.washingtonpost.com/graphics/national/gauging-climate-change/

Here is how the distribution of hourly earnings have shifted over time

http://visual.ons.gov.uk/more-jobs-being-paid-close-to-the-minimum-wage/

Time to play the reversal trade?

http://uk.businessinsider.com/worst-stocks-outperform-into-february-historically-2015-12

 

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