Best of the Web: 13-04-02, nr 742

Good morning. In Dutch, but certainly worth the read: the 80-year history of Robeco!
http://www.morningstar.nl/nl/news/106879/robeco-nederlands-oudste-beleggingsfonds-bestaat-80-jaar.aspx

 

And, as always, the best way to kick-start this week: recap what happened last week!
DmDr4QbNRXdS3WRSqZrJf-wChE4vGM71Rs0EuDMHWUGaWfJI8F-BnEYJScYN1TcBTAVTtwouBx1kZuIn7hXaiZPaAd1_czbSwg3ZYNu9iD4rHdzXxPbLFtUx-g
https://lukasdaalder.com/2013/03/29/best-in-economics-this-week-march-29/

 

Pretty good first quarter: what will the next one bring us…?
6wEkQY10dX4u5R0ltI4yIyw_r-ypuWTlwXkEqpWe0_7ytBmz_WObHxm7Q5eqBk15Xs8C5fNGDOrR2W74zjNewOT7y3hsXM-tjQmsxPGpbHsSnoo1VyIcTZl00Q
http://www.bespokeinvest.com/thinkbig/2013/4/1/best-first-quarters-for-the-sp-500.html

 

Japan’s Quarterly Tankan is still pretty weak…
http://www.ft.com/intl/cms/s/0/a385a8c8-9a64-11e2-9732-00144feabdc0.html

 

Did I already show this? Retail sales in the bigger economies in Europe…
8op1Ba_WHozF3iqnUbcHAp34N5Rwu24C9-9oH7w7yiAFDN4B15O6YUcHr2PPZS1AxgcvyVBZmFr9W1sR0710kVtZxsBnJnPcGYGIbGsZVtBXUWBsMcQvsjK37Q
http://www.creditwritedowns.com/2013/03/trouble-euro-area-economies-france.html

 

Chart that filters out the daily fluctuations in the foreign exchange markets and shows the trend…
hgCV9ChXf3U9Hs4daHfTCsyqcrW3GWONHrZ9b6ZpRxXltBXmF6xEIu45wF12Xk9UsIzD6x6CVa30uQYMABTqmqEjUwDCEjhR8oHQC1TfOoHikn_pGvUGWW70JA
http://www.zerohedge.com/news/2013-03-31/currency-wars-dummies

 

This one is pretty clear: Europe, the weakest link
oyHx3o58BWTg5eNddidf0-yT6UPNWwBJjC-l8j1wsPXH3hKfj0uPt4Af6aWEgZ1HGrmH5ImBmCqoH0mgNJ5ebJPeGan7MaPPCOTihykN4IaN_71JolScMz019g
http://www.businessinsider.com/growth-earnings-forecasts-are-falling-2013-3

 

I am not sure I have ever seen data going back to 1825, but that is what the title is telling us…
ThC920Hw2x9p1Qm51YR6-3BMJg6LWrGQ3Spf7kEBdCDj_e9hdcLOG-Y7ncY8aLR0CugI-2mMS-0iGmXjjxZZoDa_8R-nIFeH-FBJEsGSdP7Fct0VgwsEeDBLRA
http://www.crossingwallstreet.com/archives/2013/04/the-stock-market-since-1925.html

 

Ah: lessons to be learned for economists. Given that it is Blanchard who is telling it, I will allow it…
http://blogs.wsj.com/economics/2013/04/01/olivier-blanchards-five-lessons-for-economists-from-the-financial-crisis/

 

Cool chart, basically showing the importance of the export sector of Germany…
e1FIRa2tuQc9xcbW_WvoEocIg-3TxbxQeYRDfOTJLND56_0umMkusmrPkoxZ3DmOVyRsh81JXDb069Xgoq0gEipuC0f20u8ffSLgIheHzYeBOsKLX8pgA8pNJg
http://www.businessinsider.com/importance-of-exports-to-big-economies-2013-4

 

I admit: I didn’t read it. But with the title ‘The hitchhikers guide to inflation in Libya’, it sounds promising…
77bD0Atr9-AtAJ12VMJuemlqZOHQY0aRWFGWzR9YH1T-ytbIq4GK859K-31jTGuyLL6_5s4BpwZfxnneaEw4pLo4Q2s759IrMNho3zU_UoKc6sAN7VdT_x3M8g
http://www.imf.org/external/pubs/ft/wp/2013/wp1378.pdf

 

I am not sure what this tells me, so I hope you are happy with it… 🙂
nQBh6M4yeqU_Gu_JGM6ed07VVPv0_p7qzyGgi4NUG6f8nnZqOW0Bks4UTTp80i4j7Qb2n3f789BLUVAdb_olnosWBVyRbBCAUni-g8zdg7jN37nRel16IyLD
http://www.businessinsider.com/chart-frequency-of-dips-and-corrections-2013-4

 

All-time high in the S&P? High time that buybacks and dividends do the same
8E6ynVGKNmM2SXsVVgZgsgtK1PsMO0NCxmKJfIVj23C43dpx1nG1_4-DmZ4022Y4mPYO5xpI0_P0uizRqo5fu7WJ-alfXJkJ8kv4XLvAm9OUawS3NxF7fQ1Izg
http://www.businessinsider.com/chart-value-of-share-buybacks-2013-3

 

And the schedules for the week to come…
http://www.calculatedriskblog.com/2013/03/schedule-for-week-of-march-31st.html
http://blogs.ft.com/beyond-brics/2013/03/31/the-week-ahead-1-5-april/

A complete overview of all previous editions of Best of the Web can be found here http://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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