1. I liked this from GaveKal Capital who have developed a simple global inflation index (equally-weighted). Bond investors will like what they see here. Justifies lower for longer? To me it also justifies - in certain geographies - a ratcheting up of stimulus.
2. Interesting bump in Chinese censorship (I cannot think why!)
3. I muse on why the YTD performance gap between Ford and GM should close further...
4. A good question asked here by the guys at CNN who run their investor sentiment poll: 'Why are investors so scared?'
Looking forward to the new AAII number tomorrow (Thursday).
5. Some interesting local FX performances during September:
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