Let’s skip Mondays!

https://www.bespokepremium.com/think-big-blog/a-case-for-3-day-weekends/

The winner takes all…

http://ritholtz.com/2016/05/gap-ceos-workers-much-bigger-realize/

The rise of China in the Mergers and Acquisitions space

http://uk.businessinsider.com/chinas-no1-priority-will-be-unpopular-in-the-us-2016-5

Interesting chart from a report by Shell: “A better life with a healthy planet”

http://www.shell.com/energy-and-innovation/the-energy-future/scenarios/a-better-life-with-a-healthy-planet.html

Stock returns explained, the easy way…

http://ritholtz.com/2016/04/drivers-of-equity-returns-in-the-past-50-years/

Interesting: industry’s share in the global economy has risen?

http://uk.businessinsider.com/new-global-economic-order-services-versus-infrastructure-2016-5

The impact of lower oil on US spending. And saving.

http://uk.businessinsider.com/americans-consumers-spending-oil-savings-2016-5

A lot of colourful (and interesting) charts in this blogpost

http://ftalphaville.ft.com/2016/05/11/2161328/its-an-extreme-world-we-just-get-to-react-to-it/

The problem with the first quarter GDP

https://piie.com/blogs/realtime-economic-issues-watch/fed-behind-curve

Deleveraging?

http://www.economist.com/news/finance-and-economics/21698669-ideas-reducing-debt-burden-chronic-problem

A number of interesting slides on debt (and growth)

http://www.bradford-delong.com/2016/05/hoisted-from-the-archives-debt-to-gdp-ratios-and-future-economic-growth.html

Ha! There is a boom in investments after all!

https://next.ft.com/content/5a352264-0e26-11e6-ad80-67655613c2d6

Take your pick (even though you don’t want to)

http://ritholtz.com/2016/05/weekend-reads-219/

The one question I have: hasn’t this always been the case?

http://www.coppolacomment.com/2016/05/the-safe-asset-scarcity-problem-2050.html

Well-known, but somehow people are always surprised to see this: growth does not equal stock return

https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf

Interesting overview of market cap variations across the world

https://www.clevelandfed.org/newsroom-and-events/publications/economic-commentary/2016-economic-commentaries/ec-201604-national-preferences-for-bank-or-market-financing.aspx

Temperature’s are on the rise… (via tjeerd borrrie)

https://twitter.com/ed_hawkins/status/729753441459945474

Another bubble, but with only a limited negative impact on bursting?

http://www.bloomberg.com/view/articles/2016-05-06/don-t-panic-it-s-only-a-tech-bust

 

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