Good Morning! Another way of looking at the value of US stocks

https://www.businessinsider.nl/stock-market-icarus-trade-could-pop-bubble-2017-7/

Martin Wolf tells how it is…

https://www.ft.com/content/bf0025aa-6720-11e7-8526-7b38dcaef614

Cool animation on migration to the US

http://ritholtz.com/2017/07/who-came-to-america-and-when/

The IMF on Canada

http://www.imf.org/en/News/Articles/2017/07/12/NA071317Unlocking-Canadas-Future-Growth-Through-Infrastructure

The famous Big Mac index is out.

https://www.economist.com/news/finance-and-economics/21725034-dollar-has-slipped-over-past-six-months-still-looks-dear-big-mac

Another measure to show that this has been a low vol year (although the more volatile months are still up ahead)

http://theirrelevantinvestor.com/2017/07/12/the-constant-reminder/

Credit Quality is heading lower

https://ftalphaville.ft.com/2017/07/13/2191354/this-is-nuts-whens-the-crash-36/

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