Good morning. Cool overview of all the problems we have faced over the past 50 year

http://ritholtz.com/2016/07/excuses-to-sell/

Cool overview. When will he hit 251…?

http://www.nytimes.com/interactive/2016/01/28/upshot/donald-trump-twitter-insults.html?_r=0

For all those who just keep shouting ‘Minsky Moment’, even though they do not know what it means…

http://www.economist.com/news/economics-brief/21702740-second-article-our-series-seminal-economic-ideas-looks-hyman-minskys

Jobs that have lost out….

http://uk.businessinsider.com/jobs-with-lower-pay-chart-2016-7

“Brexit Beckons: Thinking ahead by leading economists” I couldn’t get it downloaded though, despire registering

http://voxeu.org/content/brexit-beckons-thinking-ahead-leading-economists

Mergers and Acquisitions in techland

http://uk.businessinsider.com/tech-mergers-and-acquisitions-could-accelerate-2016-7

The dominance of the ECB

http://ftalphaville.ft.com/2016/07/29/2171250/we-are-the-ecb-you-will-be-assimilated/

Real expected returns…. Looking pretty depressed.

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

Overshooting in the other direction?

http://www.nakedcapitalism.com/2016/07/wolf-richter-us-homeownership-at-lowest-level-in-over-50-years.html

Ah yes, the outcome of the stress test for European banks

http://uk.businessinsider.com/european-banking-authority-stress-test-full-results-2016-7

And the schedule for the week to come

http://www.calculatedriskblog.com/2016/07/schedule-for-week-of-july-31-2016.html

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