Best of the Web: 13-07-05, nr 804

Good morning. Nice overview of growth rates for 2013 (paywall)
http://www.economist.com/blogs/graphicdetail/2013/07/focus-0

Ah yes, payroll day. The Financial Times is willing to pick a side: “US non-farm payrolls more likely to disappoint than satisfy”
http://www.ft.com/intl/cms/s/0/7e568964-e41a-11e2-91a3-00144feabdc0.html

A day too late, but here’s the overview of all the independence days in the world
elV6CrHhQST2wNHTDE6P24ZgO_VR0WwOybrvEQWo6-HXJPzlrofkI-xZtPCJERTnGBw71_BE9v_zkL9nHVYclkixQ6WzsTBXAtq-CVqrA39v3NM73YopGw1l
http://www.economist.com/blogs/graphicdetail/2013/07/daily-chart-2

Valuation of stocks, measured in Cyclical Adjusted Price Earnings. Sell Indonesia seems an obvious choice…
5JRIVdoYzyz8pvCmSJnBg0-ic6f_LTy_OifIUpaC6vBPCFqyGblseW8TWRIN-woj0OwW4dfJA1S-Gu0PAZQr38UTRpVjNbyyCmQ6QNOcnShZly8ckIWJkft2LQ
http://www.ritholtz.com/blog/2013/07/global-cape-europe-cheap-usa-dear/

Concluding remarks from the IMF article 4 consultation on Italy… “A rebalancing of fiscal adjustment is urgently needed to support growth”
http://www.imf.org/external/np/ms/2013/070413.htm

Pretty clear chart showing that higher money growth is not the same as credit growth 
Z9UvnhrduOYL2c1MHaLpUxZYMYa4MGpYtjdTE5_HxddO7_1Sny_TKPFO3za9iicKKKnz63ld70caAsw_kdORRs1WeN-stoCcHpBEzsNoOMhC2HdekFFLGvDizw
http://www.zerohedge.com/node/476035

And talking of Europe: the breakdown of the (lack of) growth in Europe by segment.
FVEI_EEUUQxaoN6lVdWuQbQmPiej99HCfG7SQsPPPVI8WXZtHsXmwOGH25yuAjkPcK3ymF17x8iAUfbZBCDRjrNocyCeE5-gRZqM_LMt7qooEF8apXWMXQ1oJg
http://www.economonitor.com/rebeccawilder/2013/07/03/chart-for-the-day-growing-on-imports/

The chart is used as propaganda for the US (“charts to make you proud of America”), but I am more interested in the other countries…
Js2V4q4hr2DfFYMy0FGixLmQLaRXBW0BzE1tfUftNMwiXUKywWXEDuInHgyD7tNcAZUEWBuKZPs-MdRLHK169BQEwHZSuTfvpTszcMplh39g1YPn2_fDthOs5w
http://www.businessinsider.com/charts-to-make-you-proud-to-be-an-american-2013-7

As a bit of an antidote for all them proud Americans. 🙂
cFl5ZR_egxMZoX8p9b3RODm0h8KCRKjFou7R3jRaCTzVSqCDs2lwmo0SNt5UlUi4nkVbYXZgPGsP80PrG0hKf0qsDC1aDSILFk9xTt9tYXD25C2ReYeh27UY
http://www.ritholtz.com/blog/2013/07/surgery-required/

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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