Best links of the web: 12-10-03, nr 630

Good morning. Now I finally know why I get this urge to put Harry Potter to trial???.

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?????????????????? http://www.zerohedge.com/news/2012-10-02/currency-debasement-social-collapse-4-case-studies

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Seasonality in Fed policy? The Fed appears to be more willing to act in the first month of the quarter???

http://libertystreeteconomics.typepad.com/.a/6a01348793456c970c0176173eb618970c-450wi

?????????????????? http://libertystreeteconomics.newyorkfed.org/2012/10/is-us-monetary-policy-seasonal.html

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???EU draft urges contracts for euro states??? according to the FT

?????????????????? http://www.ft.com/intl/cms/s/0/e1455dc4-0cb2-11e2-b175-00144feabdc0.html

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Very nice chart showing that the rally in High Yield has benefited almost all of the High Yield mutual funds, more so than in 2010

Media_httpwwwzerohedg_dencn

?????????????????? http://www.zerohedge.com/news/2012-10-02/why-high-yield-market-wont-see-performance-chasing-rally

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Martin Wolf on the Robert Gordon study of unlimited productivity growth???

http://im.ft-static.com/content/images/4a93f3d6-0cb7-11e2-a73c-00144feabdc0.img

?????????????????? http://www.ft.com/intl/cms/s/0/78e883fa-0bef-11e2-8032-00144feabdc0.html

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???but who needs growth anyway? Soo overrated???

?????????????????? http://www.the-tls.co.uk/tls/public/article1134249.ece

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An interesting study by the BIS quantifying the impact of BoJ interventions on US bond yields (amongst others). 1 billion USD in interventions had 1 basis point impact

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?????????????????? http://www.bis.org/publ/work389.pdf

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I would never have guessed that Brent has been the worst performing asset in September.

Media_httpwwwzerohedg_jimoj

?????????????????? http://www.zerohedge.com/news/2012-10-02/best-and-worst-performers-q3-and-september

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Another sign that the crisis is far from over: young adults living with parents in the US

Media_httpstatic6busi_ouvfz

?????????????????? http://www.businessinsider.com/rosenberg-student-loan-bubble-housing-2012-10

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???but still, car sales were the strongest since 2008

Media_httpstatic3busi_tfmip

?????????????????? http://www.businessinsider.com/september-car-sales-strong-2012-10

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And, to top it off, a nice IMF working paper on the German economy

?????????????????? http://www.imf.org/external/pubs/ft/wp/2012/wp12239.pdf

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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!

2 thoughts on “Best links of the web: 12-10-03, nr 630

  1. Goodmorning Lukas Daalder,nice page today, especially the witchcraft shot. nowadays we expect that the witches are the ecb and the fed people.selling cars are the sweet for the people, the don’t sell them but lend them with years of free use (lend by the automakers themselves).growth is lucally going to an end, i call it for more then 25 years, why always growth, now we know the effect, you can lend free lunches for bankers.have a nice day,Cees

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