This quarter marks 8th straight quarter that EPS for $SPX is down, but price of S&P 500 is up through first 2 months of the quarter.

So many great quotes in this interview with Montier fuw.ch/article/the-st…

Forward 12-month P/E ratio for $SPX now stands at 16.2, the highest since 2005. ow.ly/Fr4V2

Forecasters have been projecting higher interest rates the last 10 years and they have been consistently wrong.

The source of Deutsche Bank's confusion zerohedge.com/news/2014-12-0…

Author, professor and investor Burt Malkiel has some sage advice for you: Walk away from market know-it-alls. bloom.bg/1B7mDnq

MTS Cash market: European Bond Yields and Spreads bit.ly/12WmNC8

The smartest oil analysis you've heard all day: bloom.bg/1BDZyfa

"BoJ's asset purchases, running at 1.4pc of GDP each month, [are] the most extreme monetary blitz ever attempted in a modern economy."

sell side research when there is consensus is very useful as a counter indicator.

“PIMCO: Looking for higher-yld income opportunities without taking excessive risk? ow.ly/FWIKY” - guess its needs to be updated

“A. Gary Shilling: bloombergview.com/articles/2014-…” - what matters is marginal cost $10-$20

Part 2 of my Bloomberg View series on falling #Crudeoil prices. bloombergview.com/articles/2014-…

OK, Japan has a negative *household* savings rate. But *national* savings rate is still positive; Japanese companies save a LOT.

Desperate BOJ - blogs.wsj.com/economics/2014…

The next euro crisis will come in the form of a political crisis.(Joschka Fischer) bit.ly/1rhmAF9

usually a good counter-indictor when they all agree : on.wsj.com/1AntxXh on.wsj.com/1wLfxjU ”

Spoke with some people who work up in the Bakken; engineers, geologists etc. None of them expecct to have a job by the end of the month.

Rubbish economics from the St. Louis Fed. Where do they find these people? pieria.co.uk/articles/getti…

LIVE: President Trump and Canadian PM Trudeau speak from the White House pscp.tv/w/a3CsCTFvTlFs…