Real expected returns…. Looking pretty depressed.

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

I am not sure whether this is important, but it is interesting for sure

http://uk.businessinsider.com/us-consumer-only-thing-not-in-recession-2016-8

The one beating the rest of the world

http://uk.businessinsider.com/us-stock-market-outperforming-world-2016-8

Jobs that have lost out….

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

The way the US population is build up

http://www.mckinsey.com/global-themes/employment-and-growth/income-inequality-why-so-many-households-are-not-advancing

Forecasting recessions, 12 months ahead

https://www.federalreserve.gov/econresdata/notes/feds-notes/2016/which-market-indicators-best-forecast-recessions-20160802.html

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

The dominance of the ECB

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

“Why Growth Will Fall”

http://www.nybooks.com/articles/2016/08/18/why-economic-growth-will-fall/

Continues to be a cool chart. If anything, watch technology…

https://www.bespokepremium.com/think-big-blog/historical-sp-500-sector-weightings/

“The big puzzle in economics today: why is the economy growing so slowly?”

http://www.vox.com/2016/8/1/12131216/theories-gdp-growth-slow

Brexit: good reference piece to come back to (two years from now)

http://voxeu.org/article/looking-back-ex-ante-estimates-costs-brexit

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