Good morning. Right. This is what the markets looked like yesterday. Sort of…

https://www.bespokepremium.com/archives/the-closer-2316-did-anyone-get-the-number-on-that-usd/

Interesting charts on the sectoral breakdown of recessions…

…and recoveries of the US economy

http://ftalphaville.ft.com/2016/02/03/2151687/more-real-and-inflation-adjusted-fun-with-the-nipa-tables/

Show me a bit more history and I might be convinced…

http://uk.businessinsider.com/us-job-growth-set-to-slow-2016-2

Facebook beats China, easily

http://uk.businessinsider.com/social-media-users-and-country-populations-2016-2

The negative impact of oil on… Russia

http://uk.businessinsider.com/bernstein-research-note-on-russian-oil-production-and-government-finances-2016-2

Interesting: bank stocks (the index) did not go up over a twenty year timespan

http://www.crossingwallstreet.com/archives/2016/02/bank-stocks-flat-for-20-years.html

Something changed…

https://www.washingtonpost.com/news/wonk/wp/2016/02/03/the-importance-of-obamas-mosque-visit-in-an-era-of-hate-crimes-against-muslims/

Something fishy with Japanese banks… Negative interest rates, perhaps?

http://ftalphaville.ft.com/2016/02/03/2152108/japanese-banks-dont-like-something/

Blasphemy! “Even God Would Get Fired as an Active Investor”

http://blog.alphaarchitect.com/2016/02/02/even-god-would-get-fired-as-an-active-investor/

For all you sneakerheads out there!

http://uk.businessinsider.com/this-was-the-most-valuable-sneaker-of-2015-2016-2

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