Good morning. Not very convincing, if you ask me, but if you want a proof that the US economy is not heading for a recession, here you go.
http://www.ritholtz.com/blog/2015/12/weekend-reads-201/
The matter of causation is not tackled with this chart
http://www.bloomberg.com/gadfly/articles/2015-12-17/how-i-learned-to-stop-worrying-and-love-the-mining-bust
Interesting chart. PE does not appear a very good predictor of return
https://theirrelevantinvestor.wordpress.com/2015/12/18/what-if-you-only-invested-in-stocks-when-they-were-cheap/
If you like a bit of a presentation on bitcoin/blockchain, than this is a nice starting point
http://uk.businessinsider.com/magister-advisors-report-on-bitcoin-and-blockchain-ecosystems-2015-12
Bank loans are also having a hard time…
http://uk.businessinsider.com/bank-of-america-bond-fund-flows-2015-12
The schedule for the short week to come….
http://www.calculatedriskblog.com/2015/12/schedule-for-week-of-december-20th.html
And some light entertainment to top it all off…
http://www.ritholtz.com/blog/2015/12/disney-timeline/
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