Good morning. Small caps rule!

http://awealthofcommonsense.com/2016/03/updating-my-favorite-performance-chart/

“Productivity and innovation stagnation, past and future: an epic compendium of recent views”

http://ftalphaville.ft.com/2016/03/11/2155269/productivity-and-innovation-stagnation-past-and-future-an-epic-compendium-of-recent-views/

The IPO market has dried up this year

http://uk.businessinsider.com/ipo-window-slammed-shut-in-january-2016-3

So much for gold’s magic

http://www.bloomberg.com/news/articles/2016-03-09/gold-s-best-start-since-1974-shows-it-s-not-just-inflation-hedge

The difference a city makes….

http://www.economist.com/blogs/graphicdetail/2016/03/daily-chart-6

Ok, let’s set up a pair trade….

http://uk.businessinsider.com/knight-frank-global-cities-report-house-prices-versus-income-2016-3

You are in this, for sure

http://www.voxeu.org/article/brief-history-human-time

And the US schedule for the week to come….

http://www.calculatedriskblog.com/2016/03/schedule-for-week-of-march-13-2016.html

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