Best links of the web: 12-12-19, nr 680

Good morning. Beautiful chart on the overly optimistic consensus estimates on earnings. Whatever happened in 1986…

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(source: http://www.businessinsider.com/gerard-minack-forecasting-earnings-2012-12)

 

…but those CBO projections are also worth a look at…

Media_httpsiwsjnetpub_yfacy

·         http://online.wsj.com/article/SB10001424127887324677204578185451218436548.html

 

The mommy penalty: how women get paid less than men when they get kids. Even the Scandinavian countries fail the test…

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·         http://economix.blogs.nytimes.com/2012/12/17/the-mommy-penalty-around-the-world/

 

“China dispute hits Japanese exports” Japan’s trade deficit worsens…

·         http://www.ft.com/intl/cms/s/0/ba98a396-4986-11e2-9225-00144feab49a.html

 

…while Abe is putting the heat on the Bank of Japan…

·         http://www.reuters.com/article/2012/12/18/us-japan-economy-boj-idUSBRE8BG14V20121218

 

Meanwhile, how long will it take before unemployment hits the Fed’s target?

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·         http://owenzidar.wordpress.com/2012/12/17/how-long-will-it-take-to-get-to-6-5-percent-unemployment/

 

Ok, taking this into the extreme: when will all companies be delisted?

Media_httpsiwsjnetpub_jwiqo

·         http://online.wsj.com/article/SB10001424127887324677204578185822803825556.html

 

Another fine example of drawing the wrong conclusion on a chart (with too short a timeframe): stocks do not love inflation

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·     &nbsp
;  
http://www.crossingwallstreet.com/archives/2012/12/stocks-love-inflation.html

 

Hedge funds are betting on stocks, according to this chart…

·         http://www.businessinsider.com/bofa-hedge-fund-survey-equity-exposure-2012-12

 

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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