Good morning. China, we knew, but Australia is also in dangerous territory…

https://www.bondvigilantes.com/blog/2017/01/24/private-sector-credit-china-approaching-historic-crisis-level/ 

Get your digital currencies here!

http://www.moneyandbanking.com/commentary/2017/1/22/what-bitcoin-has-become

Earnings season! Somehow it always looks impressive in the first weeks, but declines as times go by

https://www.bespokepremium.com/think-big-blog/earnings-revenue-beat-rates-best-and-worst-stocks-on-earnings/

Probably worth studying… “Monetary Policy Divergence and Global Financial Stability”

http://www.bis.org/review/r170120a.pdf

Chinese births are on the rise!

http://www.economist.com/blogs/graphicdetail/2017/01/daily-chart-19

It looks good, but somehow I am always extremely reluctant to take these charts at face value

http://rodrik.typepad.com/dani_rodriks_weblog/2017/01/new-results-on-structural-change-during-the-recent-growth-boom-in-developing-countries.html

Read all about the Trump empire, right here…

http://www.cnbc.com/2017/01/19/inside-trumps-holdings-a-web-of-potential-conflicts.html

The biggest companies in the world in one chart (sort of)

http://ritholtz.com/2017/01/worlds-biggest-public-companies/

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