Good morning. And….. back is the recession again!

http://uk.businessinsider.com/rbs-the-chance-of-an-imminent-recession-is-75-2016-1

The comeback of Iran…

http://uk.businessinsider.com/iran-dialed-down-on-talk-of-flooding-the-oil-market-2016-1

A bit on positioning of hedgefunds. Whether we can still call it the smartest money, I am not sure, though

http://uk.businessinsider.com/hedge-funds-turning-bearish-2016-1

It’s all about location, location and location. Even with Islands…

http://www.economist.com/blogs/graphicdetail/2016/01/daily-chart-10

December was bad enough: let’s wait what January will look like….

http://uk.businessinsider.com/china-the-most-important-chart-in-the-world-now-shows-capital-outflows-2016-1

And here is some more negative (though old) news for China

http://ftalphaville.ft.com/2016/01/13/2150026/china-is-levering-up-almost-at-the-same-pace-as-it-was-5-years-back/

So much for stocks and the long run, according to the Economist

http://www.economist.com/blogs/buttonwood/2016/01/investing

US Presidential elections are heating up…

http://projects.fivethirtyeight.com/election-2016/primary-forecast/iowa-republican/

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