Best of the Web: 13-06-14, nr 789

Good morning. This chart tells you that the financial sector is still in the midst of an adjustment process….

http://www.zerohedge.com/news/2013-06-13/if-things-are-so-great-why-chart-so-bad

 

All you ever wanted to know about Germany in this week’s special by the Economist (paywall)
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http://www.economist.com/news/special-report/21579145-ingredients-german-economic-success-are-more-complex-they-seem-dissecting
http://www.economist.com/news/special-report/21579146-successful-europe-requires-new-kind-germany-overcoming-demons

 

Pretty dry (but interesting) press release by Eurostat on the USA being the biggest investor in the EU
http://epp.eurostat.ec.europa.eu/cache/ITY_PUBLIC/2-13062013-AP/EN/2-13062013-AP-EN.PDF

 

The following chart comes from Der Spiegel, showing that the gap between the Dow and DAX has been small. However…

aulXEksBoXMKIFmESmVhXhhj9Oect9tj2zTvOo7tEaXgp-EyDf9ZM86T46WYsD3TuVwsb-SagNNh4coz6dlCwXKpXlQyIbGx0TIhHQQYw_nkob-2pMtDz2pjhQ
http://www.spiegel.de/international/business/bernanke-and-us-fed-change-course-on-interest-rate-policy-a-905242.html

 

… this is what the chart really looks like if you compare apples with apples (both with dividend)…U7W6L2PfUIDlfEVf7y-ERBtJMppcy8SzIKPVQR7A085x6wDnTp7-ymBnwqquCHSVAFI94YLeiNAuJxGRCjynt-beyB-cDN5c9vQW248sdMlSt-eD3jo1laznZg
(made this myself)

 

A ‘bit’ of history: gold, stocks, debt and bonds all the way back from 1850
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http://www.ritholtz.com/blog/2013/06/major-asset-classes-1850-present/

The OECD publishes a big report on immigration and related issues
RiYZH0bzySwzL8xOoqBCchLjBir-aZWGZ7l_r0km9LLHzb8mEJ8BRc1sADfmFCP_ns2b290vB0Gu0R8BAw53a60y0NhtMaumgSlSh3oT1EtDggHtIGpd0BvKkg

http://www.oecd-ilibrary.org/social-issues-migration-health/international-migration-outlook-2013_migr_outlook-2013-en

This is an old chart, but an important one. Taken from an analysis on whether Japan should default or not
azTPEDK2UF0SLsWb8t2zpYLTkgwDozjvt8X5F_y0G1CCpGkknPuDW-8PLdXRZvpkD7qb1S4KsG1oyIalLbMo0AxxCyoSEsFvZzPH6NzkRX2AYAEbtgUHg0Xwew
http://noahpinionblog.blogspot.nl/2013/06/should-japan-default_12.html

Now there’s a brave analyst forecasting the Nikkei to reach 18,000…
JbMmvanEdc_MoZepCuaaw6sR0iGLWmYo9U3U7bEzK6Y4pwfYD7R5dz9GDbUr8lis9TLWRylVYvMvPrk7mwv_G5OMGv7Y4UXNeQZIwi7ChcPOXIic9YS43qgu0g
http://www.businessinsider.com/nomura-nikkei-18000-2013-6

New kid on the block (or old coming back to life…): oil production change in the US
P0Sr4GYmd2L0yRcfxODIl4ns36U-HMiCtC6c8wz-xd1aU56x7-v_DG2YoA9y0W-z7LNwXPCC5B6b6Dlut1XoszOLlui9xc9GCWJ_eviDFGrNCsey-xv-TN6F2Q
http://www.businessinsider.com/this-is-what-record-us-oil-production-looks-like-chart-2013-6

 

A complete overview of all previous editions of Best of the Web can be found herehttp://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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