Weekend reading: THE FRAUDEMIC, US BUYBACKS, UTILITY STOCKS LOOKING ATTRACTIVE, AND THE SLOW-MOVING DEMOGRAPHIC CRISIS.

Plus, I update my Japanese equity funds article with the right table on ETFs, and how the West is helping the Russian arms industry. Eyes east to Germany.

Programming notes – It's easter weekend next week (in case you hadn’t noticed), and I will be switching to a weekly note for the next two weeks. That means a note will go out on Monday or Tuesday next week and another (weekly) note will go out on Friday. I hope you enjoy the short break – all we need is for the weather to dry out !!

FACTOIDS

Food disinfla…