Good morning. All the bad things that have happened over 120 years and the market’s reaction

https://www.virtueofselfishinvesting.com/img/content/reports/4675/history_of_market_corrections2-hires.png

Bunch of pessimists, those French… (via @pvanderwelle)

http://www.politico.eu/wp-content/uploads/2017/03/French-Presididential-Election-DH20170323.pdf

Interesting story on the Somali shilling: even the counterfeits are accepted as payment

http://jpkoning.blogspot.nl/2017/03/bringing-back-somali-shilling.html

If I see this list, my first reaction would be that the inflation adjustment distorts the outcome

http://www.businessinsider.com/highest-grossing-movies-us-2017-3

This research is getting more traction by the day…

http://voxeu.org/article/productivity-slowdown-s-dirty-secret-growing-performance-gap

What’s the future for QE?

https://www.ft.com/content/603e6955-31f6-312a-a143-f70614879ec0

GMO presents secular stagnation without ageing and robotics. Interesting, but not correct

https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/the-deep-causes-of-secular-stagnation-and-the-rise-of-populism.pdf

Another trade I missed

http://ritholtz.com/2017/03/global-house-price-index-2/

Robots around the world

http://www.economist.com/blogs/graphicdetail/2017/03/daily-chart-19

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