Best links of the Web: 13-02-18, nr 713

Good morning. Another fine example of how optimistic analysts are: debt will always decline next year (but not always will)

Image001

(source: http://www.businessinsider.com/goldman-sachs-behavioral-biases-2013-2)

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I have no clue how they have constructed this ranking, but it is interesting enough to show (via @went1955)

Media_httpbrazilianbu_gnkzd

?????????????????? http://brazilianbubble.com/the-most-and-least-active-countries-in-the-currency-wars/

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Ah well, it is an interesting way of presenting growth differences???

Media_httpmacromonfil_lriml

?????????????????? http://www.ritholtz.com/blog/2013/02/weekly-eurozone-watch-february-15/

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Nice chart showing the change in consumption patterns in China

?????????????????? http://www.businessinsider.com/how-chinas-consumers-spend-their-money-2013-2

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Ok, so what are stocks going to do: take a breather, decline, or just keep on rising?

?????????????????? http://www.reuters.com/article/2013/02/16/us-usa-stocks-weekahead-idUSBRE91E17Q20130216

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???Q4 earnings haven???t been bad (in the US that is)???

Media_httpwwwbespokei_fbbtc

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/2/15/q4-earnings-and-revenue-beat-rates.html

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???but the inflow into equities seems to have stopped

Media_httpwwwzerohedg_etolc

?????????????????? http://www.zerohedge.com/news/2013-02-17/great-rotation-over

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Value stocks are hot! Or at least, that???s what the first part of this WallStreet Journal article says???

?????????????????? http://online.wsj.com/article/SB10001424127887324432004578306153331261978.html

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The German labour market is tight, which could be the cause of inflation rising???

Media_httpftalphavill_bzpjc

?????????????????? http://ftalphaville.ft.com/2013/02/15/1388662/the-dangers-of-german-wage-growth/

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And the schedule for the week ahead

?????????????????? http://www.calculatedriskblog.com/2013/02/schedule-for-week-of-feb-17th.html

?????????????????? http://blogs.ft.com/beyond-brics/2013/02/17/the-week-ahead-18-22-february/

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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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