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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