Best links of the web: 12-11-22, nr 661

Good morning. I didn???t check whether this is serious research, but is interesting anyway: profit margins do not have much predictive power, but rain does???

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(source: http://www.businessinsider.com/stock-market-metrics-2012-11)

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Ah: Chinese PMI shows a rebound in growth. Well, at least one of them???

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?????????????????? http://blogs.ft.com/beyond-brics/2012/11/22/china-flash-pmi-green-shoots-sprout/

?????????????????? http://www.reuters.com/article/2012/11/22/us-china-pmi-hsbc-flash-idUSBRE8AL03E20121122

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This is pretty boring, but hey: it???s that time of the year. Thanksgiving performance of stock markets

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?????????????????? http://www.businessinsider.com/sp-500-average-thanksgiving-returns-2012-11

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Emerging market debt: expected net issuance for 2013.

Media_httpblogsrftdat_budbb

?????????????????? http://blogs.ft.com/beyond-brics/2012/11/21/em-debt-in-2013-small-is-beautiful/

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Nice one: euro countries bond issues in 2013

?????????????????? http://www.zerohedge.com/news/2012-11-21/if-you-thought-2012-was-tough-european-bonds

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This is also nice: it seems to suggest that debt is issued to buy back equity. For the market as a whole

Media_httpstatic1busi_sbfgp

?????????????????? http://www.businessinsider.com/albert-edwards-global-strategy-weekly-2012-11

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Chart showing the 5% plus corrections during each bull market, plus some ???myths??? on stock markets

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?????????????????? http://blogs.wsj.com/marketbeat/2012/11/21/here-are-sixth-myths-about-the-stock-market/

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Perspective on the Greece debt situat
ion. You almost wonder why there is still a problem???

Media_httpwwwzerohedg_kbgrb

?????????????????? http://www.zerohedge.com/news/2012-11-21/chart-day-greek-bailouts-context-or-debt-reduction-debt-increase

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Nice one, even though there is limited use for it

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?????????????????? http://www.economist.com/blogs/graphicdetail/2012/11/daily-chart-18

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A number of charts on commodity prices

?????????????????? http://www.businessinsider.com/were-headed-for-a-disaster-of-biblical-proportions-2012-11

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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 cleared beforehand!

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