Good Morning! Ah yes, the Presidential Cycle. The next year, no gains

http://www.crossingwallstreet.com/archives/2017/07/near-to-high-point-of-the-election-cycle.html

QT, the reversal of QE

https://www.businessinsider.nl/federal-reserve-leaves-questions-unanswered-with-plan-to-decrease-its-large-balance-sheet-2017-7/

A bit of a critical assessment of ‘smart beta’

https://www.ft.com/content/828ee964-617e-11e7-91a7-502f7ee26895

Is this the new Fed Chairman to be?

https://www.businessinsider.nl/gary-cohn-leading-candidate-for-janet-yellen-replacement-federal-reserve-chair-2017-7/
http://www.reuters.com/article/us-usa-fed-cohn-idUSKBN19W2Q2

Best of last week!

https://lukasdaalder.com/2017/07/07/best-in-economics-this-week-july-7/

Dark pools. This is not about swimming nor about biljart

https://www.ecb.europa.eu/pub/pdf/scpops/ecb.op193.en.pdf

Only one Dutch Unicorn?

https://ftalphaville.ft.com/2017/07/11/2191278/counting-unicorns/

Interesting: if you want to erect a takeover firewall, you better do it before passive investing dominates…

http://ritholtz.com/2017/07/passive-investors-new-shareholder-activists/

This piece of research is getting some good traction: “The Hartz myth”

http://www.cer.eu/sites/default/files/pbrief_german_labour_10.7.17.pdf

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