Good morning. Ah yes, the traditional top ten isn asset class returns

http://uk.businessinsider.com/quilt-total-returns-by-asset-class-rankings-2016-1

We get the message: don’t go for routine jobs, either cognitive or manual (via @went1955)

https://www.stlouisfed.org/on-the-economy/2016/january/jobs-involving-routine-tasks-arent-growing

Adjusted for risks, Portugal, Swedish and Norwegian government debt have beaten the rest over the past 2 years

http://ftalphaville.ft.com/2016/01/05/2149095/2015-charted/

How to lie with statistics. Try find a match if you let this chart start at january 2014…

http://uk.businessinsider.com/bank-of-america-merrill-lynch-says-chinese-stocks-to-fall-27-2016-1

Ah yes, the do-as-January-first-does-trade!

http://www.marketwatch.com/story/a-bear-market-in-stocks-became-more-likely-today-2016-01-04

2015 was a year of soft returns, but with a record in M&A

http://qz.com/586292/charted-companies-spent-over-5-trillion-buying-each-other-last-year/

Refugees and populist’s votes: not a very strong link, apparently

http://uk.businessinsider.com/europe-has-an-identity-crisis-eurasia-group-2016-1?r=US&IR=T

For what it is worth: books are better than movies (based on books)

https://www.washingtonpost.com/news/wonk/wp/2016/01/05/the-book-really-is-better-than-the-movie/

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