A slightly quieter week i.e. fewer conference calls and other content centred initiatives. Lots going on in financial markets...which is good. A hint of rotation, lower correlations and related. Bring it on!
Favourite macro and related chart of recent days? It has to be this one:
Lower correlations should be good for stock / investment selection and active fund management generally. Just got to pick the right ones!!
Back on the Vox Markets podcast this week here talking about some UK stock related issues
Meanwhile on ShareProphets, three of my favourite articles this week have been...
Muck, brass, prevarication, Biffa plc and me
Wm Morrison: we don't make that much money, honest Guv...
What the Hut (Group)?!