Good morning. Biggest 10 day return in over four years

https://www.bespokepremium.com/think-big-blog/biggest-10-day-gain-in-over-four-years/

Ah yes: kicking the can down the road, it is….

http://ftalphaville.ft.com/2016/07/12/2169038/who-is-theresa-may/

This is Amazon for ya….

http://qz.com/729737/everything-money-can-buy-a-look-inside-amazons-massive-warehouses/

I read through this, but I can’t say I got the message… It is all about maximum debt.

http://voxeu.org/article/maximum-sustainable-debt-new-measure

Yet another way of showing the productivity slowdown….

http://www.bloomberg.com/view/articles/2016-07-11/government-holds-the-promise-of-faster-growth

And here is a bit of reading on the US by the IMF. Like the impact of oil on the US economy

Click to access cr16226.pdf

And while you are at it: here is their take on France

http://www.imf.org/external/pubs/ft/scr/2016/cr16228.pdf

This is for the Debt, Debt, Debt file

http://ftalphaville.ft.com/2016/07/11/2168861/why-the-world-needs-investment-not-money-chasing-old-assets/

HA!!! Brexit after all!!

http://uk.businessinsider.com/barclays-predicts-uk-recession-by-the-end-of-2016-2016-7

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