Best of the Web: 13-05-07, nr 763

Good morning. Brilliant way to show where the party’s at! (via @went1955)
http://www.slate.com/blogs/moneybox/2013/05/07/asia_population_circle.html

This is old, but man, it is cool as well! 220 years of growth…
QDr2x_XTrsywyCqXC0nPwxYruzPGK7mgHUO2vxbgL-rUhBbqpppVyOXDTgUwYoFbrkwP4AAwVTgshuFVUZIvzHmsoL3m77IlI60xV1_zY-rDcKkibN3yugu96Q
http://www.businessinsider.com/lacy-hunt-mauldin-presentation-2013-5

If you do not know what the Bakken is, that’s the North Dokota shale gas boom area… (via alphaville)
72Z8kDfEYYJbl28-Wn4aWNzHSJUtPv4h6vLGGq4VpXQu4LjqgN1Lf9IkuyREDmc-yDGpFItxqENT0UUcCFF1pRDGZ_HGqw7bY2Ie4KplEQ9WwLFLrXJCw0ph7g
http://www.minneapolisfed.org/publications_papers/pub_display.cfm

Interesting chart on the past performance of the Nikkei during solid strats of the year.
VC57jPK7cqjDHsBYIixptBdns7GC-SyjHoxD_UboqZl9WxyKxHpJQxH8xmSIgRUaOLc-cAjGTGfvgxkDxLyEEtSF6Sa6I8fgxajIgYCx8a17TGGBFQzrxw1M8A
http://www.bespokeinvest.com/thinkbig/2013/5/7/land-of-the-rising-stock-market.html

The length between US recessions appears to show that wars and rising debt can work wonders (at least for some time)
rSqIWDRhI1dTI2ps-1LufSnDB6e5oRROtV5IelYj3tjrUNarFJeCQ0RA61Sf2LpPbtcfP_YCAv8bYtl5jUYXoDdzf9AK-n10sw4ZNa53HpMcIkQpE0wsPfVtkA
http://www.zerohedge.com/news/2013-05-07/guest-post-debunking-keynesian-policy-framework-myth-magic-pendulum

“NYSE margin debt raises eyebrows” Thought you lot should know as well…
Eh4lfYuda1b9GUNPlBBFSDW1GuP2ht14khEw7PpFxZyFXLxremgW8gKYKW98FTWHNnCrmlqSbSbXphIsA7ioXtmz1VLSu6IKUef3f1zr2ZjRzwMlmBbq6ynQzA
http://blogs.wsj.com/moneybeat/2013/05/06/nyse-margin-debt-raises-eyebrows/

US Senior Loan Officers’ survey shows that the US banking sector is recovering further
Le6gGDBjRTlNCvq9pRcWF6xuyl3E1D_JsHxfcQO8tT8JaI6oLc3N5_Xze5t9_CFK34qKrvzULPE378c8bZUGnCxycFM5k5ZBXy05IrYL9uP6B0rfm4UQazLKjg
http://www.federalreserve.gov/boarddocs/snloansurvey/201305/fullreport.pdf

Remarkable seasonal pattern in the gasoline prices in the US. It is only partly linked to the world oil markets…
sBRMvPRDIzA8lHYbJWfJelqbQ_dy9CtJckjpaZ9PEVy6-vut2PhuiwUAJR-K-qZe7f_xhIs3osHP3P6uwwdMNOJxI0oOey-r5r5FcxCiyUotpoNod7Qh-E55nw
http://www.bespokeinvest.com/thinkbig/2013/5/7/some-modest-relief-at-the-pump.html

Interesting thoughts on what a negative deposit rate could mean for Euro-area banks

DYLVB_W4cnHlfwde_qgYEDVcwhnEqF7Mure3xryFothMk6dns0KkCoxBck1hFs_7QW4_VQ-Q-nrmoz2sHZ-Su67CHwTGhpjb4QM-I2dRFYaQB5wB_46k7MlyEA
http://ftalphaville.ft.com/2013/05/07/1488492/what-the-danish-negative-rate-experience-tells-us/

The regional economic outlook from the IMF on the Western Hemisphere

9CpZyK39dmsqJCChNDc9KIMk7YqhsSI6lRdMbghDioUCbhwR6_jI-09Qj7W4HSED4l25CJbWhbjeAIB5TvLyFkJeMkwm5u6gvwSOPfUM0C5jQLcSHusezTBg6w
http://www.imf.org/external/pubs/ft/reo/2013/whd/eng/pdf/wreo0513.pdf

Here we go again: research into assets and liabilities from households. I vaguely recall a lot of controversy on an ECB study, last month…
pPh4B2xTXq_jyLyxXnk4iv2rVo8InNT0q2wXT8lPRsldL3rw37xe0twZEn84CBbK4b3VeB9A6VI1V-qpNhR3mpoSzJHwQ6jXHnKStF3QVwMuW0rHmA_KlfBJ2g
http://www.bancaditalia.it/pubblicazioni/econo/quest_ecofin_2/qef160/QEF_160.pdf

There is nothing wrong wit a little bit of dating mining from time to time. Tuesdays are the days to be long. (this year… so far….)
_PdqxdiWd8WkeRmTFzQ6CCrpFFfQCp4JeOMRVg8lyvmcKhGXwtPtr_DXMOE87Q_1YCWzWUOuatQDOxH-LiKrnQ7l0VbNGWHQ4OyeEpfh6CaTKuyXCkgfTMjP_A
http://www.zerohedge.com/news/2013-05-07/your-sp-your-sp-without-tuesdays

And to top it off, three charts on buying and selling among certain investor groups: hedge funds…
lGP5MI3AGi_DcpNggo8Co4vOm3g2HJK3Yg91T-MoUykZhsha94d7F1Q628S-eti-s4Ryyeos7l3VYH_vORnDhWGXis8l7ca21Qh8Vmero9gRrf4gdM8PharUrw
…institutional companies…
0tysd4guYgnrXFuPagtI_FQ0gkwWjBgdUUrfxKiGfP-z-Qox8fy75YC7ODuVZrQtssOcIeEG2bv6UL2_5W06eXnm9ZnKk0e3mhph44nkOr3ZF2LdlHEFDNGP3A

…and private clients. With most of them selling, why do stocks move higher?
j7YzMkBhwmr7dgKkkK1p-0aRRFIw4wL9NBvjOF3cvStGlRuQ0gdcCCXaKd-RudFw1jFKaBGjPYrnXLB1Wl8fLFD5fIpXc54AE2x54tuBr-W2r-OozkGiHohP7Q

http://www.businessinsider.com/bofa-clients-selling-rally-for-weeks-2013-5

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!

Leave a comment