Best links of the web: 12-09-05, nr 610

Good morning. Deleveraging? Think again, according to this chart from Deutsche Bank

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Another two charts from the same report: inflation in the long run… Let’s say, from 1200…

  • http://www.zerohedge.com/news/chart-day-803-years-global-inflation
  • So what’s in store for the next couple of months…?

    • http://www.businessinsider.com/timeline-crucial-policy-events-september-october-2012-9
    • The outcome of the various PMI’s has not been very encouraging

      • http://www.nakedcapitalism.com/2012/09/the-european-zombie-slouches-on.html/global_pmi
      • A very cool chart showing causes of deaths and life expectancy for the US. Makes you wonder if no-one ever dies of old age though..

        • http://www.ritholtz.com/blog/2012/09/why-we-die/
        • Last week I showed a chart of dividend yields and bond yields and complained that the chart conveniently started in the 70s. Et voila: the longer run…

          • http://www.ritholtz.com/blog/2012/09/140-years-of-equity-yield-vs-us-bond-yield/
          • Interesting chart, even though it is not completely clear what we are looking at…

            • http://ftalphaville.ft.com/blog/2012/09/04/1144241/euroisation-and-de-euroisation-in-one-handy-chart/
            • BIS Working paper looking into the impact of ageing on money demand and possible implications for inflation and housing prices

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              • http://www.bis.org/publ/work385.pdf
              • Oh, and in case you didn’t know: September is the worst month for stocks…

                • http://www.businessinsider.com/september-worst-month-for-stocks-2012-9
                • …so what is the alternative? Gold! (no investment advice given)

                  • http://www.zerohedge.com/news/september-and-november-best-months-own-gold
                  • Cool! This is something we should be doing at the office as wel…!

                    • http://www.businessinsider.com/fidelity-chart-room-2012-9
                    • And this one is nice as well: house prices across the world!

                      • http://www.prakashloungani.com/2012/09/global-house-price-watch.html
                      • Out of the econ-financi
                        al
                        into the insect-aliens world: small step, right? J Beautiful pictures of small creatures

                        • http://www.theblogismine.com/2010/12/13/meet-aliens-on-earth-macro-photographs-of-insects-by-igor-siwanowicz/
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