Good morning. Cool overview of analyst talk in earnings conference calls
https://www.bloomberg.com/view/articles/2017-03-13/manipulating-data-and-middle-age-loneliness
An interesting bit of reading on acquisitions
https://ftalphaville.ft.com/2017/03/13/2185852/trouble-ahead-for-pe-investors/
If the Trump rumours are correct, Washington will indeed be drained…
https://www.washingtonpost.com/business/economy/through-his-budget-a-bottom-line-look-at-trumps-new-washington/2017/03/12/29739206-05be-11e7-b9fa-ed727b644a0b_story.html
A serious bit of reading on credit cycles and Emerging Markets
http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp2034.en.pdf
Europe in 2035? (via alphaville)
Much ado about the CBO report on the US care act
https://www.businessinsider.nl/cbo-chart-on-how-healthcare-costs-could-change-under-ahca-2017-3/
http://www.cbpp.org/blog/cbo-24-million-people-would-lose-coverage-under-house-republican-health-plan
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