Best of the Web: 13-04-07, nr 746

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
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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)
xVUP6UrgzsXRD7JB0WMv7Vtd7DYkyRMs4cSMqUEQavG4ERud6jHrx05Bm55WxWCqUHh2Nku-2h5rAyU5VGuu0NAtMcQX_cRfMlJtNICgSgPXErauxfUd2U3J-g
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?)
IKt_zSTIo7QGahvPlb5xMJRMvUnvjQz48DjBv8-sapS8so36TwFwuWHHXEIn3N_qUaj_DqdMN9T1bttNwKU3IqsBQKP5IbjuxmNR3Hedcd1ie5EH9MYaIWZGFw
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)
8hPYSppKmzmcyCZC8K0EZJRmhbB0v-zCZ9H8LLhdLQ-BDH24jRSAEXDFXLgDKnBYzV3-QV3ouHsaLyLz6UBAzkJEC39G2DXTQh8R3d1W47FiQ4RSwlDxg8V0SA
http://www.icij.org/offshore/interactive-stash-your-cash

 

Know your Chinese region
lxVxmEZaotZwyyf9BB5uBcz_cAqMR-x5_nTvEJxKFJW_zo7jEFdj7RVUmJMB4QIMlLvXBwiNL5YfbhtXCHiiVO3x8dDkgERPXJchuZLa--xRfy5ZcB8SjtO_EQ
http://blogs.ft.com/beyond-brics/2013/04/08/chart-of-the-week-chinas-uneven-growth/

 

De-industrialisation is a common feature…
iOLVwixeY7TNVWA9pU9Ck9oIKX90gwOMZE34oTn6q1xA3p5VQzNdiALD8CluoVTB1pC-JX7w0EkCp8-BQAsn1Zd7gp4up_Ocx5URax_N8SfZCfmSzBWxywkWXg
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)
2uNPZFU8gq_8MNFV7UQQ24iweSMNd1na6QfVsYBmRyvgP52AJuKFQUuQYZ4sJeD2ZYF21zG4PmsvexD8stfRX1tOSXuh2WFzZFN4Ln_erh92MqLD6h6Cg32LhA
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
TnXPtiAMmSBzX2yW2rndS95lzJXGhBVYaSKuch0BZE6nzZQW2iIvTzxz7f5iNdoaolhQ7lKYE5epIIUxOKAX6_rR11z7H_DyxsPk90MzP1Er8N1tpYXhwUKpYQ
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!

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