Good morning. Yes! Volatility is coming up!!

http://uk.businessinsider.com/sp-500-trading-in-a-range-2016-7

There are still people who think you can beat Trump by presenting facts, I see…

http://econbrowser.com/archives/2016/07/never-were-truer-words-said

Good for them!

http://ritholtz.com/2016/07/people-really-feel-economy/

And maybe this is why they are so cheerful….?

http://www.economist.com/news/finance-and-economics/21702764-strengthening-economy-creates-dilemma-central-bank-staying-its-hand

Looks promising. Problem is the elephant in the room though

http://uk.businessinsider.com/things-are-looking-up-for-emerging-markets-2016-7

I hope this is an updated version, but did not check

http://ritholtz.com/2016/07/fortune-500-firms-cash-offshore-havens/

China’s rise

http://blogs.cfr.org/setser/2016/07/24/just-how-big-is-chinas-external-surplus-measurement-matters/

Total Returns. Guess the worst performing…

http://awealthofcommonsense.com/2016/07/1929-vs-2000/

This one comes without a comment

http://www.economist.com/news/europe/21702771-donald-trump-casually-undermines-worlds-most-important-alliance-defend-me-maybe

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