Best links of the Web: 13-02-15, nr 712

Good morning. Nice chart showing the development of the AAA asset pool (cheers Jan Sytze Mosselaar).

Image002

(source: https://www.fidelityworldwideinvestment.com/middle-east/news-insight/21-century-themes/episode6.page)

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In case you have missed it: @lexhoogduin has a new website! (for the Dutch speaking readers out there)

?????????????????? http://lexhoogduin.com/

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It looks like it is time to draw a new parallel line???

Media_httpstatic3busi_crdea

?????????????????? http://www.businessinsider.com/eurozone-below-trend-gdp-growth-2013-2

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The new ECB monthly report is out, with a small recap of the Bank Lending Survey (which I have completely missed last week): credit standards tightened

Image001

?????????????????? http://www.ecb.europa.eu/pub/pdf/mobu/mb201302en.pdf

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Ah: a Shiller PE but with cash flows rather than earnings! Japan is the winner!

Media_httpwwwritholtz_uiwch

?????????????????? http://www.ritholtz.com/blog/2013/02/how-cheap-are-equities/

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I think I have shown this one before: Buyback of stocks appears to be closely linked to debt issuance

Media_httpwwwzerohedg_vzwco

?????????????????? http://www.zerohedge.com/news/2013-02-14/bullish

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What the??? Global demand for gold is falling?? How is that possible? :- )

Media_httpstatic3busi_qjbbb

?????????????????? http://www.businessinsider.com/global-gold-demand-fell-4-in-2012-2013-2

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Nine charts on the US housing: back to normal, on track or still cracked?

Media_httpwwwzerohedg_ouwkd

?????????????????? http://www.zerohedge.com/news/2013-02-14/shiller-housing-back-track-or-still-cracked

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Another older chart, but it can???t hurt to remind ourselves???

Media_httpwwwzerohedg_bqlzd

?????????????????? http://www.zerohedge.com/contributed/2013-02-14/lets-lighten-game-name-insolvent-banking-system

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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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