Good morning! Okay, that does it. I am not coming to work on Monday anymore… (or Saturday)
http://www.crossingwallstreet.com/archives/2013/04/stats-for-the-dow.html
Starting point for this week? A small overview of what happened last week!
https://lukasdaalder.com/2013/04/12/best-in-economics-this-week-april-12/
The big news last week Friday: gold’s collapse…
http://online.wsj.com/article/SB10001424127887324695104578418551548370608.html
http://www.guardian.co.uk/business/2013/apr/12/gold-selloff-cyprus-eurozone-crisis
http://www.reuters.com/article/2013/04/12/us-hedgefunds-einhorn-gold-idUSBRE93B17620130412
A general trend worth keeping in mind: correlations between assets is falling again!
http://www.zerohedge.com/news/2013-04-12/fear-uncorrelated-stock-market
Pension deficits of UK companies set to rise… a lot
http://www.ft.com/intl/cms/s/0/ba3b66e6-a290-11e2-bd45-00144feabdc0.html
Old data, but the message still pretty much applies: where have the investments gone to…?
http://www.zerohedge.com/news/2013-04-14/cloud-computing-doesnt-have-silver-gdp-lining
You should really check out this way of charting change through time: really nice!
http://online.wsj.com/article/SB10001424127887324010704578415041545251264.html
“Valuation is often in the eye of the beholder” A short overview piece on various PE measures
http://www.schwab.com/public/schwab/resource_center/expert_insight/todays_market/sonders/eye_of_beholder.html
Balance sheet repairs in European banks. So why is the Netherlands missing in this chart?
http://www.voxeu.org/article/balance-sheet-repairs-european-banks
A pretty straightforward review on the developments in the US energy markets by the Fed. Read it and you are up to speed
http://www.dallasfed.org/research/energy/en1301.cfm
And – as always – the schedules for the week to come
http://www.calculatedriskblog.com/2013/04/schedule-for-week-of-april-14th.html
http://www.zerohedge.com/news/2013-04-12/fear-uncorrelated-stock-market
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!