Best links of the Web: 13-01-24, nr 696

Good morning. Yesterday’s news, I know, but still: Spanish GDP ‘growth’ over the past years…

Image002

·         http://www.zerohedge.com/news/2013-01-23/spanish-q4-gdp-declines-fastest-pace-2009

 

IMF cuts global growth forecast

Media_httpwwwimforgex_jkepi

·         http://www.imf.org/external/pubs/ft/survey/so/2013/NEW012313A.htm

·         http://www.ft.com/intl/cms/s/0/5dfc3ea8-6552-11e2-8b03-00144feab49a.html

 

The ever present promise of Mergers and Acquisitions… From Barclays

Media_httpstatic1busi_iaqdi

·         http://www.businessinsider.com/2-simple-reasons-there-should-be-a-big-boom-in-mergers-and-acquisitions-2013-1

 

And here is another Bull argument: pension plans are under-invested in stocks (but under tight regulation, I like to add). From SocGen

Media_httpwwwritholtz_kirgj

·         http://www.ritholtz.com/blog/2013/01/socgen-pensions-have-too-many-bonds/

 

“Inflation in India is always and everywhere a rainy problem”

Media_httpmarketmonet_ojujs

·         http://marketmonetarist.com/2013/01/24/in-indian-inflation-is-always-and-everywhere-a-rainy-phenomenon/

 

“Outsourcing tide is not likely to turn”. So much for reshoring, according to the FT

·         http://www.ft.com/intl/cms/s/0/a0ea7ef8-6478-11e2-934b-00144feab49a.html

 

The stock market performance of the last three years has been pretty comparable

Media_httpstatic2busi_egxkc

·         http://www.businessinsider.com/kleintop-same-europe-different-crisis-2013-1

 

Crappy quality (I made a scan), but a nice chart: How the Bank of England persistently misses on its own inflation predictions…

Image001

(thanks to Andrew Garthwaite of Credit Suisse)

 

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 Do not quote unless specifically cleared beforehand!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s