Good morning. Bonds appear to have even more lives than cats…
http://www.bespokeinvest.com/thinkbig/2013/4/5/10-year-treasury-yield-breaks-uptrend.html
‘Portugal bailout blown off course’ Take of one ‘f’ and add a comma and this title gets a different meaning…
http://www.ft.com/intl/cms/s/0/3d1c3a10-9ed9-11e2-b813-00144feabdc0.html
As always, what did you miss out on last week? Best of the Week
https://lukasdaalder.com/2013/04/05/best-in-economics-this-week-april-5/
Sell in May? WRONG!! Sell in April is the new Sell in May!
http://online.barrons.com/article/SB50001424052748704882404578390611041748992.html
And this might be a good reason to do so… (or keep your cool: there are numerous other measures that show that stocks are cheap)
http://www.zerohedge.com/news/2013-04-05/stocks-are-not-cheap
Nice one: what do the Alcoa Q1 results tell us about the rest of the earnings season (if anything?)
http://www.businessinsider.com/the-predictive-power-of-alcoas-earnings-2013-4
Very cool tool called ‘stash your cash’. An interactive tool for hiding your money! (not really)
http://www.icij.org/offshore/interactive-stash-your-cash
Know your Chinese region
http://blogs.ft.com/beyond-brics/2013/04/08/chart-of-the-week-chinas-uneven-growth/
De-industrialisation is a common feature…
http://www.zerohedge.com/news/2013-04-06/be-careful-what-you-wish-why-re-industrialization-america-bad-stocks
The reason why China’s stocks are doing so poorly? Because everyone is switching to Japan! (or so the argument goes)
http://blogs.ft.com/beyond-brics/2013/04/05/are-investors-selling-china-to-buy-japan/
Still a very good way to show which parts of the US labour market have recovered so far
http://macroblog.typepad.com/macroblog/2013/04/labor-market-update-muddy-waters-continue-to-run-deep.html
And the schedules for the week to come
http://www.calculatedriskblog.com/2013/04/schedule-for-week-of-april-7th.html
http://blogs.ft.com/beyond-brics/2013/04/07/the-week-ahead-april-8-12/
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!