News: 2013-11-29

Happy Black Friday.
Since I haven’t posted in a while,  have a lot of links here. The ones to note are on retail sales in the US, economic figures in Europe and the links on China. But there are a lot of links from all over. On Europe, looking at the numbers all together, I see more weakness than when I saw them in isolation. I am still cautiously optimistic. But the data are weak. As usual, links do not equal endorsement.
Markets
Global shares near 6-year high, euro firm after inflation rebound | Reuters
"Nikkei posts best Nov since 2005, yen slumps to 5-yr low vs euro"
Tokyo Shares Hit 6-Year High - WSJ.com
Howard Marks: We're Not at Bubble-Type Highs - Barrons.com
Newly Reformed Bull Hugh Hendry's Eclectica Flattish In October
German watchdog starts probe into gold price-fixing:...


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