Best links of the Web: 13-02-14, nr 711

Good morning. Even though it is only a rough estimate, it is still a cool chart to see: Financial assets as a percentage of GDP

Image001

(source: http://ftalphaville.ft.com/2013/02/13/1385282/global-financial-assets-there-are-lots/ and the full report can be found here (registration required): http://pragcap.com/an-alternative-view-on-the-corporate-cash-hoard )

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???Before Greed??? Money has not always been the main force???

?????????????????? http://www.bostonreview.net/BR38.1/richard_white_gilded_age_wealth_inequality.php

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The IMF has published a study into the (need of a) Euro banking union

Image002

?????????????????? http://www.imf.org/external/pubs/ft/sdn/2013/sdn1301.pdf

?????????????????? http://ftalphaville.ft.com/2013/02/13/1385692/exorcising-eurozone-ela-as-we-know-it/?? (comment from alphaville)

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It???s that time of year again: oil prices are grinding higher???

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/2/13/gasoline-prices-keep-rising.html

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Nice chart showing the development in the US car markets through time

Media_httpstatic5busi_fcnnh

?????????????????? http://www.businessinsider.com/bofa-early-innings-of-us-auto-recovery-2013-2

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???and an even better chart on US house prices, inflation adjusted. ??But no, let???s not call it a bubble???

Media_httpwwwzerohedg_wknmb

?????????????????? http://www.zerohedge.com/news/2013-02-13/home-prices-are-back-1894s-levels

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What???s it gonna be boys: what are you going to do with all that cash??? On why companies hoard cash??? (via @went1955)

?????????????????? http://economix.blogs.nytimes.com/2013/02/12/the-growing-corporate-cash-hoard/

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???and here is a second piece on the same topic: corporate America is more fragile than most believe

?????????????????? http://pragcap.com/an-alternative-view-on-the-corporate-cash-hoard

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Some background on Cotton from Bloomberg

?????????????????? http://www.bloomberg.com/news/2013-02-11/cotton-crops-slumping-most-since-1993-as-china-buys-commodities.html

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Overview table showing the valuation of equities according the 12 months forward PE. I don???t understand why certain blanks are red???

Media_httpwwwzerohedg_aobgz

?????????????????? http://www.zerohedge.com/news/2013-02-13/ultimate-global-equity-valuation-matrix

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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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