Links: 2013-09-09

US investors pile into European equities - FT.com
This speaks to the relative value of Europe that I have been discussing. Especially in the context of an emerging reflationary trend, it suggests an overweight European position. Clearly, the liquidity is headed that way. Where are the Japanese on this I wonder."US investors have pumped more money into European equities than at any time since 1977 in a big vote of confidence for the region and its ability to recover from the sovereign debt crisis.Pension funds and other big US groups invested $65bn in European stocks in the first six months of 2013, the highest in 36 years over that time period, according to research compiled by Goldman Sachs’ European strategy team from US Treasury data."
This is the Nokia Lumia 1520, a giant 6-inch 1080...


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