Best of the Web: 13-04-19, nr 755

Good morning. In Dutch, but easy to understand: the gap between risk free rate (dark line) and interest rates charged on mortgages and companies (blue lines). In other words: lowering interest rates does little for the economy
http://www.dnb.nl/binaries/OFS_Voorjaar13_tcm46-289597.pdf

 

Interesting read on capital requirements for banks
http://economix.blogs.nytimes.com/2013/04/18/the-impact-of-higher-capital-requirements-for-banks/

 

Bonds Rule! Well, at least they did over the past three years…
HDYs0Q4PnRHJkJDPEpbmxDxYyQ9O_AN_bDHXCaKkAJMYZfImRqoTeVNbJtcywHJiyjWL66PVSuOGUHfpIwGEzGuiZRztqUXTliTguEdDqTzVu9OdLeUVHCwgQQ
http://www.bondvigilantes.com/blog/2013/04/18/2020-hindsight-looking-at-three-year-government-bond-market-returns/

 

Stocks Rule! Well, as long as the Bull Market continues, of course… 🙂
q2fCLp3Ujleq5HOczkkuLNoHINpE0-VjNy0khPd9z4fKElERXmf2WNI5vjsEpcNGl34ajgy_e3P5WfRHL23KuwlcO-hgaGQmCD3IFZV9sVJinQY6CkStrW0PhQ
http://gestaltu.blogspot.nl/2013/04/what-bull-giveth-bear-taketh-away.html

 

Emerging Markets Rule! Oh no, they don’t…
bBc_burqnh3O_9NsCwJGlO6rK-ZS4mkVcRZCj8ppApDtGLHe8VA0KxtY53AFqqtVEOWusITyJfMxhPSwgh43AYO50v79Sghxgsj_7uRQfTLvADPGWQ1ZqKGzeA
http://soberlook.com/2013/04/reasons-behind-emerging-markets.html

 

I published something like this about two months ago, but Barclays has made charts out of it: stocks hitting a new all-time high is not a sell signal, generally
8r0-djAgrg5Fa1gwqyjGurDnv5x5laqIoth8MbkQoYsNIhoAqHDV6QZA5EE3xnmYAQtLhpoUPxZGH5Ea3FYmYXI2bNV3ihPIfKQTMm5mybazoN33ySlVT7G9eA
http://www.zerohedge.com/news/2013-04-18/how-do-markets-perform-after-hitting-all-time-highs

 

Interesting chart showing the US sector performance this year so far….
fEOMM023kTUAKHDXEmeYP7qBFfunhNR3pnTzm0uvfCrFsXxC197FD4p1gwnJULLl5pXIgSrDbzlWbp0L5CGF2fti1ikpGv8rLVgYXHJyvZAnyhz_5PN67K48
http://www.bespokeinvest.com/thinkbig/2013/4/18/tech-slips-into-the-red.html

The lost continent is back. With a vengeance…?
Luizz0n7ngNA0tyGO7-0rkHgCab1mW6sEb2GOwbqxQ7090h6YgI7RMZ-GtWb3woVi79YxMANB9caDVM8f5mU6pZRRhv2Z5xRW8esNzLpP9pSyJiNOKnGvBJH
http://www.economist.com/blogs/graphicdetail/2013/04/daily-chart-12

 

And Apple continues to trigger the fantasy. Here is how much market cap was lot in two days into perspective
JbVjDxafKQc8fqPy26uDFr-PRq6Fcr9TM9dt7SCb8bCZ8Zi7mNj64OCc2kxr6RH3S3P5LYyJB_7f915FI42RCMJDq_DFU4S_aay8pfjnAblm1t5c_wuWd1hA
http://www.zerohedge.com/news/2013-04-18/past-48-hours-aapl-has-lost-more-market-cap-all

 

“How might carmaking look 20 years from now?” Behind the paywall, but it is special report of The economist this week
KA3fTkDexo38LZxYSF_O-ehrdaEs3k7XZtGnXomZODDkAtiNO2n-P-4z2drcySh7zYtouWaQLiQbOLEnIYXz1asM3_rTDObHELaygc4kelO-F2gkJpkHvU2U
http://www.economist.com/news/special-report/21576223-how-might-carmaking-look-20-years-now-road-2033

 

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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