Good morning. Cool chart, although I wonder what it would look like if we adjust for size of the economy…
And that was Q1
https://www.bespokepremium.com/think-big-blog/bespokes-asset-class-performance-matrix-q1-2016/
The cat with the nine…. eh forty (?) lives… Bonds rally, again
http://www.bloomberg.com/news/articles/2016-03-30/bond-bears-miss-out-on-2-trillion-windfall-in-record-debt-rally
Which may mean that this is interesting as well
http://macro-man.blogspot.nl/2016/03/a-look-at-bond-models.html
But read what Bill Gross have to say on the subject: “Negative interest rates are real but investors seem to think that they have a Zeno like quality that will allow them to make money.”
https://www.janus.com/bill-gross-investment-outlook
Always too optimistic…
http://ritholtz.com/2016/03/sp-500-earnings-squiggles/
How CEO’s view the world: less positive…
http://www.mckinsey.com/global-themes/employment-and-growth/economic-conditions-snapshot-march-2016-mckinsey-global-survey-results
I probably disagree with this one: “Beware bad multi-factor products”
https://blog.thinknewfound.com/2016/03/beware-bad-multi-factor-products/
HEY! Someone stole my presentation on the new economy!!
http://www.voxeu.org/article/rethinking-measurement-economic-activity
A bit of reading on Shale gas. Once again
http://ritholtz.com/2016/03/unraveling-the-oil-conundrum-productivity-improvements-and-cost-declines-in-the-u-s-shale-oil-industry/
The 17 equations that changed the world.
http://uk.businessinsider.com/equations-that-changed-the-world-2016-3
Rate cuts are on the rise yet again!
http://www.bloombergview.com/articles/2016-03-31/ritholtz-s-reads-investors-spending-and-apollo-17
For the steel-ies out there
http://uk.businessinsider.com/uk-steel-industry-failure-eu-state-aid-rules-imports-exports-prices-2016-3
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