Best links of the Web: 13-02-08, nr 707

Good morning! Tonight is the second Best of Web Club Day (yes, inspired by Mickey Mouse Fan Club)! If you don’t know the details, let me know!

 

Interesting chart from the Q&A from Carney at the Bank of England: imbalances in decline (but currency war on the rise!)

Image001

(source: http://www.bankofengland.co.uk/publications/Documents/other/treasurycommittee…)

 

Brilliant title: what shale we do? Shale gas in Europe…

Media_httpwwwwashingt_sjifz

·         http://www.washingtonpost.com/blogs/wonkblog/wp/2013/02/07/will-fracking-ever-spread-to-europe-maybe-in-a-decade/

 

Ok: yesterday a chart on the rise of buyouts and today the news that Insider Traders are aggressively bearish… Insiders are from Mars, Buyout insiders from Venus?

·         http://articles.marketwatch.com/2013-02-06/commentary/36937273_1_sell-to-buy-ratio-insider-indicator-corporate-insiders

 

The MUST HAVE for all working in financial markets: the Credit Suisse Global Investment returns Yearbook 2013. With lots of nice charts

Image002

·         http://www.investmenteurope.net/digital_assets/6305/2013_yearbook_final_web.pdf

 

“Pension Funds Cut Back On Commodity Indexes” So you know it…

Media_httpsiwsjnetpub_iulcr

·         http://online.wsj.com/article/SB10001424127887324761004578286172166045096.html

 

Research that is using the BigMac index to track adjustments within the Eurozone. Italy is moving in the wrong direction… (thanks @maratom)

Media_httpwwwbruegelo_bvdno

·         http://www.bruegel.org/nc/blog/detail/article/1005-what-does-the-big-mac-say-about-euro-area-adjustment/

 

For all you algorithmic traders out there: Coke is also active in the field… (via @16klepper)

·         http://www.businessweek.com/articles/2013-01-31/coke-engineer
s-its-orange-juice-with-an-algorithm

 

And of course everyone will be interested to read this article on the price developmentr of Lego bricks, right?

Media_httptherealityp_cfqgd

·         http://therealityprose.wordpress.com/2013/01/17/what_happened_with_lego/

 

Currency wars have been around for some time… Although I would say the 30s is not the best comparison

Media_httpwwwzerohedg_eepfu

·         http://www.zerohedge.com/news/2013-02-07/lessons-1930s-currency-wars

 

A bit of old news (performance over 2012), but still: high yield in 2012. How much longer can this continue…

Media_httpstaticbusin_gbail

·         http://www.businessinsider.com/richard-bernsteins-2012-review-2013-2

 

ETF’s! If this was a chart of the stock market, everybody would be screaming bubble… 🙂

Media_httpwwwritholtz_hdbox

·         http://www.ritholtz.com/blog/2013/02/an-updated-look-at-etf-assets-2/

 

The most expensive city in the world? Japan, apparently!

Media_httpmediaeconom_jhkyz

·         http://www.economist.com/blogs/graphicdetail/2013/02/daily-chart-3

 

Cool charts.

Media_httpstatic5busi_edqfq

·         http://www.businessinsider.com/census-stats-on-foreign-born-americans-2013-2

 

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 w
elcome. Do not quote unless specifically cleared beforehand!

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