Good morning. The Fed is about to raise interest rates this week!
“The average price-earnings ratio during the manipulation period is 35.” Mmmm. What is trading at 35 right now…?
If you want to read a good report on real bond yields, this one is a solid starting point! (via @lukaszRachel)
A bit of reading on Artifcial Intelligence
I didn’t read this. But it did make me wonder…
Well, the Economists seem to have seen the problem…
High Yield outflows. One positive, there are better returns to be made when risk is being priced again
So much for ageing having an impact on asset returns (stocks that is)
And the week to come: the week of the first US rate hike in years…
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