Best of the Web: 13-07-29, nr 805

Good morning. And we are back again! The strongest bull market since World War II? Apparently so…

On a less-friendly note: Japan is surrendering its gains pretty fast, these past three days…

And how is this earnings season shaping up so far…?

Finally some positive news on the European banking system: Senior Loan Officers less negative

If you need some cash, look up a US firm…

…and related to that: why do US firms not invest more? (source: FT)


Cool chart showing (hyper)globalization over the last 150 years, or so…

For all ye commodity bashers out there: the BIS has taken a look at the case for commodity investing… “On the correlation between commodity and equity returns: implications for portfolio allocation”


Infrastructure under investment around the world according to McKinsey

Overview of global weather costs through the years…


Interesting chart showing that ageing is not only a Japanese proble… uhm, challenge…

Ah yes, and the schedules for the week ahead: FOMC and the changed GDP calculation for the US

A complete overview of all previous editions of Best of the Web can be found here 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 Do not quote unless specifically cleared beforehand!

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