Best links of the Web: 13-01-25, nr 697

Good morning. Brilliant chart showing where the earnings growth (and decline) has come from: revenues or margins?

Image001

(source: http://www.ritholtz.com/blog/2013/01/sp-500-year-over-year-eps-growth/)

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It is remarkable though that after years of trying and intervening to get the yen down, now it only takes a whisper of a quote???

Media_httpstatic5busi_iublq

?????????????????? http://www.businessinsider.com/yen-falling-2013-1

?????????????????? http://money.cnn.com/2013/01/23/investing/japan-currency-war/index.html (some additional reading)

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Exxon Mobil is catching up with Apple again as the biggest company in the world. Or rather, Apple falls back into place???

Media_httpwwwbespokei_pmjhx

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/1/24/slow-and-steady-wins-the-race-exxon-mobil-xom-catching-back.html

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Divergence in the core of Europe. The winner takes all???.

Media_httpftalphavill_dffwi

?????????????????? http://ftalphaville.ft.com/2013/01/24/1354082/thanks-for-letting-the-team-down-france/

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A piece about the sudden seasonality in macro data in the US. To be honest, I didn???t read it yet???

Media_httpwwwzerohedg_pacgk

?????????????????? http://www.zerohedge.com/news/2013-01-24/spot-different-time-seasonal-fudging-macro-data

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For all the Dutchies out there ???Vastgoedbeleggers kruipen uit hun schulp???

?????????????????? http://www.ipe.com/nederland/vastgoedbeleggers-kruipen-uit-hun-schulp_49686.php

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Interesting observation: US GDP is experiencing the weakest post-recession recovery ever???

Media_httpwwwzerohedg_dbjwb

???while stocks are doing a much better job! (of course stocks plunged a lot during the recession)???

Me
dia_httpwwwzerohedg_ikrmv

?????????????????? http://www.zerohedge.com/news/2013-01-24/its-official-worst-recovery-ever

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???but let???s look on the bright side! ???6 Reasons the Stock Market Could Do Surprisingly Well in 2013??? Only six?

?????????????????? http://business.time.com/2013/01/22/6-reasons-the-stock-market-could-do-surprisingly-well-in-2013/

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Cool chart on crowd sourcing and the success rate, even though the article is all about chart making???

Media_httpmediaeconom_udhcg

?????????????????? http://www.economist.com/blogs/graphicdetail/2013/01/revisualising-kickstarter

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Which country has the highest level of budget transparency? (and why is there no data from the Netherlands????)

Media_httpwwwwashingt_ddava

?????????????????? http://www.washingtonpost.com/blogs/wonkblog/wp/2013/01/24/the-u-s-has-a-very-transparent-budget-office-thats-a-big-deal/

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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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