Best links of the Web: 13-01-17, nr 691

Good morning. Keep It Simple, Stupid. Peak oil explained, pretty simple…

Media_httpmediapeakpr_iddgg

(source: http://www.zerohedge.com/news/2013-01-16/guest-post-really-really-big-picture)

 

Raising retirement age to 70, I can understand, but calling it ‘modernizing’ is somewhat strange I would say

          http://www.reuters.com/article/2013/01/16/us-usa-fiscal-entitlements-idUSBRE9…

 

Pretty cool table showing the winning streaks of sectors always come to an end. Only when…?

Media_httpstatic5busi_skenp

          http://www.businessinsider.com/goldmanannual-sector-returns-vs-sp-500-2013-1

 

…which makes you wonder how much longer the Consumer Discretionary’s can keep going, with a trailing PE of 18.3

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Media_httpwwwbespokei_cgjgf

 

Media_httpwwwbespokei_bfskj

          http://www.bespokeinvest.com/thinkbig/2013/1/16/sp-500-and-sector-pe-ratio-ch…

 

Posen gives his opinion on Japan. Monetary policy should be sufficient to make change, running a bigger fiscal deficit is not needed

          http://www.ft.com/intl/cms/s/0/15aa8934-5e72-11e2-a771-00144feab49a.html

 

Another not so positive interpretation of the world economy: contraction is the next phase according to Fidelity…

Media_httpstatic4busi_qtosf

          http://www.businessinsider.com/where-the-us-is-on-the-recession-cycle-2013-1

 

For all you Emerging Markets Debt lovers out there: an IMF study on bond markets in Africa

          http://www.imf.org/external/pubs/cat/longres.aspx

 

The US and and infrastructure….

Media_httpstatic2busi_ecvxd

          http://www.businessinsider.com/us-infrastructure-behind-developed-world-2013-1

 

Something is wrong alright, but it might just as well be the little red arrow pointing down…

Media_httpwwwzerohedg_eiadd

          http://www.zerohedge.com/news/2013-01-16/most-ridiculous-forecast-you-will-se…

 

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: 13-01-17, nr 691

  1. Pingback: Best of the Web in 2013 | Best in Economics

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