I can only come to the conclusion that the Dutch don’t have a problem. (Or they are in denial.)

https://twitter.com/SonyKapoor/status/775295736854568960

Interesting way to visualise rallies in the past

http://ritholtz.com/2016/09/bull-markets-dow-jones-industrials-1900-present/

Get your average family office portfolio here!

http://ritholtz.com/2016/09/10-tuesday-reads-18/

Inflation is coming from low productivity sources

http://ftalphaville.ft.com/2016/09/12/2174415/least-productive-sectors-only-thing-keeping-inflation-going/

Who owns what?

http://uk.businessinsider.com/heres-who-holds-the-worlds-60-trillion-in-sovereign-debt-2016-9

On the origins of secular stagnation. There is nothing to fear but fear itself, or something like that

http://voxeu.org/article/origin-secular-stagnation

How China could (and should) tackle its debt problem

http://uk.businessinsider.com/nomura-guide-solving-chinas-debt-problem-interest-rates-orderly-default-weak-currency-2016-9

The equilibrium real rate is the rising star at the Fed (and elsewhere)

http://blogs.ft.com/gavyndavies/2016/09/11/what-investors-should-know-about-r-star/

Right: it is time to panic. I think.

https://www.bespokepremium.com/think-big-blog/its-the-most-volatile-time-of-the-year/

I probably have already shown this one before

http://www.nakedcapitalism.com/2016/09/report-why-we-need-to-tax-corporations-now-more-than-ever.html

The source of the volatility in Asian financial markets

http://www.bis.org/publ/work579.pdf

Rejoice!

http://ritholtz.com/2016/09/median-incomes-finally-improving/

But here is a bit more perspective…

https://www.bloomberg.com/view/articles/2016-09-14/cash-complexity-happiness-and-ikea

 

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