Links: 2013-09-13

Today's links are really, really thin. Apologies. I have been tied up doing other things. But I wanted to show you what I am looking at. Note the top two links showing 'peak expansion' in the U.S. This is something we need to watch. We need to see 2nd derivatives re-assert an upward trend in the next month or two or I will become convinced this business cycle is headed down permanently.
Twitter / TimDuy: I tend to look at exauto, exgas, which has slowed. Not disastrously, but not accelerating.
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