Asset Management & Market Research

Friday reads & daily charts ...

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainment, just to keep it light. Here’s what we found particularly compelling in the last 24 hours:

Why European equities don’t deserve a re-rating (Yardeni)

Where Do Jobs Come From, And Where Do They Go To Die? (Zero Hedge)

The IPO bogeyman is dead (The Term Sheet: Fortune)

Don’t give up on the bullet train, CA (LA Times)

A Most Dangerous Era (Mauldin)

Getting around the CAPE (The Economist)

Now’s the time for Time Warner Cable and Comcast to clear their widely despised names (Quartz)

A Most Dangerous Era (Mauldin)

Recent Asset Class Performance (Bespoke)

World asleep as China tightens deflationary vice (Telegraph)

The charts below are courtesy of Barclays Research (ht Abnormal Returns) and Deutsche Bank (ht BI).

barclays abnormal 2:13 1AA

DB YTD RETURNS 1A FEB 13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



Author: Craig Dougherty

See all posts by Craig Dougherty (1182)

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