Alexander Ineichen grabs data from all over the globe and gives it to us in one powerful PowerPoint deck, highlighting what has changed out there; then I go through the deck, looking for the highlights. Direction can be as important as absolute number. Plus, he throws in the odd piece here and there. Is there a Swiss real estate bubble building?

“ 'English speaking' indices were extremely overbought a couple of days ago, still are.”

For your weekend perusal.