Best links of the Web: 13-01-16, nr 690

Good morning. Very nice chart visualizing the risk of bonds and equities.

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House prices in the US are really bottoming out!

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·         http://www.calculatedriskblog.com/2013/01/corelogic-house-prices-up-74-year-over.html

 

All that optimism: the World Bank isn’t buying it

 

·         http://www.cnbc.com/id/100382435

·         http://siteresources.worldbank.org/INTPROSPECTS/Resources/334934-132259330559…

Apple’s demise: we have been here before…

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Interesting thought: “We’re In The Midst Of A Global Currency Regime Change”

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McKinsey takes its best shot to tell us what 2013 will bring for China

·         https://www.mckinseyquarterly.com/Economic_Studies/Productivity_Performance/Whats_in_store_for_China_in_2013_3050 

 

 

Divergence in the Eurozone

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·         http://www.zerohedge.com/news/2013-01-15/pictets-four-horsemen-euro-pocalypse

 

Long only equity mutual funds (mostly retail) was the hot at the start of the year, but what region did fund managers buy? Not the US, according to Merrill…

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·         http://www.businessinsider.com/bofa-investor-survey-regional-equity-allocations-2013-1

 

…and these fund managers are pretty bullish right now, according to the same source…

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·         http://www.businessinsider.com/professional-fund-manager-bullishnes-is-surging-off-the-charts-2013-1

 

Yesterday, I showed a chart claiming that sideways trading is pretty common. Today’s chart seems to suggest the opposite

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·         http://www.ritholtz.com/blog/2013/01/bull-market-durations/

 

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!

 

One thought on “Best links of the Web: 13-01-16, nr 690

  1. re. House prices in the US are really bottoming out!That statement is right but remember: when it goes 50% down you need 100% up to get the same price level again. So we have still a long way to go to get the same price level.

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