Cool overview of the investment cycle
Another sign that the ‘rally’ is carried by only a small group of stocks…
Some thoughts on that Chinese devaluation
Timely publication of the country report on Sweden by the IMF: the impact of migrants…
The rise (and rise) of the US debt market
And the risk profile of the debt is also weakening…
And we know where this can lead to…
Ah, there are more sensible people out there: the diminishing returns
Even if you are a non-believer in global warming, you still like this site for its cool overview
Here is how the distribution of hourly earnings have shifted over time
Time to play the reversal trade?
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