Good morning. The best wind-site on record still: you should really check it out.

(source: http://hint.fm/wind/)

 

Brazil does what China – mysteriously – does not: aggressively cuts rates again

·         http://www.ft.com/intl/cms/s/0/167d777e-f23c-11e1-bba3-00144feabdc0.html

·         http://blogs.ft.com/beyond-brics/2012/08/30/brazil-cuts-rate-to-record-low-7-5/

 

Beautiful chart showing that Apple is the biggest company ever NOT because of high valuation

·         http://delong.typepad.com/sdj/2012/08/matthew-yglesias-apple-vs-microsoft-in-historical-perspectiv.html

 

“Draghi rebuffs Germans over euro plans” The question is, how much rebuffing are the Germans willing to take…

·         http://www.ft.com/intl/cms/s/0/403e0a74-f1ec-11e1-8973-00144feabdc0.html

 

The new US debt numbers are out! Debt is being reduced, ever so slowly…

·         http://www.calculatedriskblog.com/2012/08/fed-consumer-deleveraging-continued-in.html

 

Who says that 2% productivity growth is normal? Then again, who has been measuring productivity in the UK since 1300…? Some thoughts on why future productivity growth may be (a lot) lower

·         http://av.r.ftdata.co.uk/files/2012/08/IS-U.S.-ECONOMIC-GROWTH-OVER-FALTERING-INNOVATION-CONFRONTS.pdf

 

Interesting choice of words by Draghi in his Zeit article: “As such, we never lose sight of our mission to guarantee a strong and stable currency.” Say what? Is that an ECB mission…?

·         http://www.ecb.int/press/key/date/2012/html/sp120829.en.html

 

Interesting chart, although it should be pointed out that there are 622 members in the Bundestag…

·         http://www.businessinsider.com/all-you-need-to-know-about-the-september-12-german-court-decision-that-could-rock-the-eurozone-2012-8

 

A nice set of charts showing the change in ownership in Eurozone bonds these past years. Breakdown by country available!

·         http://ftalphaville.ft.com/blog/2012/08/29/1135041/charting-sovereign-bond-holdings-across-the-eurozone/

 

“So much for the great ‘Buy BRIC’ trade” Interesting chart. Pity though that the Shanghai composite is not the BRIC’s

·         http://www.zerohedge.com/news/so-much-great-buy-brics-trade

 

Real GDP per capita is still in recovery mode, even for the US

·         http://www.businessinsider.com/gdp-per-capita-2012-8

 

Nice on, even though the print is a bit small: the most important events for the months to come according to UBS

·         http://www.zerohedge.com/news/complete-ranked-world-calendar-events-end-year

 

Wind-Energy: who’s the biggest producer of them all?

·         http://www.businessinsider.com/lead-world-in-solar-energy-2012-8

 

A complete overview of all previous editions of Best of the Web can be found here http://tinyurl.com/yb9e5dg. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically checked beforehand!