Best links of the Web: 13-03-08, nr 727

Good morning. Interesting chart showing % of OECD countries experiencing negative growth…
http://www.ritholtz.com/blog/2013/03/world-is-in-a-recession-go-about-your-business-as-usual/ 

Martin Wolf in today’s FT: “If Cameron’s plan is working, what does failure look like?

http://www.ft.com/intl/cms/s/0/bf19ad60-8681-11e2-b907-00144feabdc0.html

 

Imagine: if you had picked the winners each year, your $ 100 investment in 2003 would have be worth close to $23.000 in 2012…*

mojlbGvv-055ozPFIHkf87HTh6S_gmjylam46VaMbYx1F0Q8xlGKYlhtYeEzMPhOjWGxpaQ_sHbHj3yu7JVPrjDmyYGCGHeP-QIcpWvvxKqo0HZJ7LXIBWL_2A

http://www.businessinsider.com/usfunds-em-periodic-table-2013-3

* ignoring currency fluctuations and transaction costs…

 

Interesting study by the IMF on European export performance (via @went1955).

D02PVdCkOzIrg_pCUmELqnzu2rJzghHz8ahewu4dlOSPmn3BZOY-aT-JA1UUYTvJNaQ-c7h65-cpJAziSuk1yUSw-JleDkHNv8Ka8RtM_s7TZW1NTIn178J_WA

http://www.imf.org/external/pubs/ft/wp/2013/wp1362.pdf

 

Another day, another Nikkei rally. But it still needs to go a long way before it reaches its old peak…

DBvTxtnukZzAsqQ-F6HY1WKAgCaIjnWU2jZItvOvd1ouQwEgwNbMIGdXn4b9eSa2y_W_7eJJnCItw4MATsm39bcLEv840t8Dg8YjMtnjEWsdDP67qa_L7o5C8Q

http://www.zerohedge.com/news/2013-03-07/who-absent-now-record-high-party

 

“Investors are looking for ways to profit from global warming”

http://www.businessweek.com/articles/2013-03-07/investors-seek-ways-to-profit-from-global-warming

 

This is a that you should see regularly, plotting the US household assets versus their liabilities

nHw27rsP2sv33LJrOE4pxBiZK3cDh8mjvcNjpJa_rJL8N9AIU4HzG0OS2eABRBgFYweIFUHfXIn9JL-rRx_5gmT5tQZpjbt2t6DLtcn9JJ797M1LkBxKTo9KiQ

http://www.zerohedge.com/news/2013-03-07/us-households-have-never-been-more-reliant-stock-market-their-net-worth

 

Interesting chart on housing bubbles outside the US (although I am a bit puzzled by the 100 mark)

Qzel-ViaiBs8HGhcKqk6ju3hPCzoP-ZmqDlsVKwBYp3KPPIe53YaF7v3ww3ZaNoBUXAxSyln2-6lLo4k1JVYtySdOymO7FZm_B2KRykRQ2oTeUjapSzCUI5Yrw

http://www.zerohedge.com/news/2013-03-07/guest-post-unpopped-housing-bubbles-abound

 

Don’t get me wrong, I have got nothing against the ECB, but the second line really made me smile… (from a study on Bank Leverage Cycles)

Obq1dwKbZFaSkfK598IubRaXJHbIg_jFnCkLv4DK2wsXxlHZXoIYeX9qbrx5KasKfa9c9Fw9dmKCvFZh9lTvW8oyqD3yfitffEUDuqi6_l2e5zJmwAWEDRJbLw

http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp1524.pdf

 

Keeping in mind that this is based on China data (=faulty at best), this chart is pretty interesting

-WJjqLwAXToIpNPUrAaggs8iYGXyHzeKzuRMxrrD4FFVC4pX5kHuWSgMYxGGAj2S7YQ-RG0OciIAPlpYiz2v-6G6y887nxjYUltcZzg_d_F991diLS7WVAPh8A

http://blogs.ft.com/beyond-brics/2013/03/07/china-rising-wages-will-drive-economic-change-under-new-leadership

 

Once a major market mover, now retired to the back-end of the #botw: stress results of US banks

oGrU8PaX6l9cgOU_f5nhqSagfiGkQY4YE_2Apwa3Jdg5v-sYP5IZFhQAVPdhjWOacj_0EMYH50XkzUJ7rk1hBw234gAY30PE79kvCEWtDtL2kOOEpg8uHDjL3g

http://ftalphaville.ft.com/2013/03/07/1414862/stress-test-results-out-suspense-not-over-yet/

http://www.reuters.com/article/2013/03/07/us-usa-banks-stresstests-idUSBRE9261AZ20130307

http://www.economist.com/news/finance-and-economics/21573124-banks-get-their-annual-health-check-regulators-de-stressing

 

Interesting chart once again, from the people of the Economist. But why are the Dutch being left out?

4sbYGVwcHjbuOPdz_pb855pOYLRXEeRrIC2dONrR_PowLPe69YKG0DwnLC1drKYBku3mIcWOWGf2o7JjA02UZO0uaynWz6TiQXVT5pHjTvh_NUuQ7j6V9SBubQ

http://www.economist.com/blogs/graphicdetail/2013/03/daily-chart-3

 

Ah, yes an infographic: we haven’t had one of those for a long time!

http://www.accounting-degree.org/scandals/

http://www.ritholtz.com/blog/2013/03/worst-corp-scandals/

 

A complete overview of all previous editions of Best of the Web can be found herehttp://tinyurl.com/c8ge4c5. 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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