Good morning. So? Where is that debt bubble?

https://www.bloomberg.com/view/articles/2016-10-03/there-s-a-surplus-of-worry-about-debt

Reasons to be less cheerful

http://econompicdata.blogspot.nl/2016/10/the-case-for-put-writing-in-expensive_3.html

The facts of economic growth

http://www.hoover.org/sites/default/files/jones-facts040.pdf

And here are some more (recent) facts…

http://voxeu.org/article/advanced-economies-progress-dismal-and-dazzling

And here is the IMF outlook update!

http://www.imf.org/external/pubs/ft/weo/2016/02/pdf/c1.pdf

Doing it the Trump way

http://ritholtz.com/2016/10/tuesday-reads-39-6/

Here we go again….

http://macro-man.blogspot.nl/2016/10/another-day-another-downgrade.html

Weight during the year

http://www.washingtonpost.com/blogs/wonkblog/wp/2016/10/04/you-probably-weigh-less-now-than-you-will-all-year/

And a bit of writing by Blackrock

https://www.blackrock.com/investing/literature/whitepaper/bii-global-investment-outlook-q4-2016-us.pdf

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