Charts That Matter - Monday, Jan. 21

GMO writes in a white paper …Is the U.S. Stock Market Bubble Bursting? A New Model Suggests “Yes”

The paper warns “Own as little U.S. equity today as your career risk allows”

China liquidity injection at a record level. Inconsistent with a strong and healthy economy.

Probably a chart you should see

Last year the Indian government blamed the Rupee weakness on the US dollar .This year they might blame Rupee weakness on something else, but it is the incorrect monetary policy followed by the Reserve bank of India… Danielle

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