Best of the Web: 13-09-02, nr 832

Good morning. At least The Economist is trying to get interest in the German elections going…: build your own coalition!

http://www.economist.com/blogs/charlemagne/2013/09/german-election

Sell in May? Sell on the 6th of September! Or at least, that is what averaging up the Dow’s returns tell you
rxgHRzuwaNCswjhBc5TsJIUIzlcMoEhW05q71UcCh8t3JM5HRJPQj5SJUBbem7_4kaBQt8QCsO9ng0jOuHi_ev26lVYvgW3KG-jBRzB69x7AZT-HI11eYM5oqQ
http://www.crossingwallstreet.com/archives/2013/09/the-bad-time-of-the-year-for-stocks.html

Call me a zeikerd, but France and Italy…? From the update of the OECD on the world economy
2dA51Mvbrd1eHFMhzxTYQ91MwfnCRIdq9MQ5e2wITX9Q0_wYLX22vSqzVAVlNuayBKYiiENpiNsxj-TKzERzrMHjgDZ5osDH8I_JgiFUpUJCKlyNvDhHhj_Evg
http://www.oecd.org/eco/outlook/Interim_Assessment_Handout_September_2013.pdf

Yesterday’s news, but still: this chart is pretty telling with respect to Nokia…

i4DYqmTdbsbN88SRhJn0JTfzrc1pXXdUi_vtSUlP-dMq3TOR7ANyWy5pTjVnCqKsiLOg0DAMFTMgg_NVZtBPNZoHBXMSG6DnxaT5R03ezbiOVk0i7e1nvPCr8A
http://www.businessinsider.com/microsoft-and-nokias-problems-explained-in-three-graphs-2013-9
Pitty that Emerging Market Debt has fallen out of grace: “Kenya plans record African bond debut”
http://www.ft.com/intl/cms/s/0/bc904a0a-1488-11e3-a2df-00144feabdc0.html

Back by popular demand: BITCOIN! “Do Bitcoins Violate a Fundamental Economic Law?”
Eh2PAv4KvH_L8Pb_bwFgWYPchMp52_qfYDBiMnqWf8a2XszhkR_AdVzcsw-z71krMCb3IcTXovGerfHAREAbKv-FTvIsF9lodyrVMYbRCeJkhe2J-b-caYwy0A
http://dmarron.com/2013/09/03/do-bitcoins-violate-a-fundamental-economic-law/

Ok, but tell me this: emerging markets are always exporting a lot to the West, right…?
tO1IRapqq2pkStMyw8cOK2qZKKUh4FYGt-wNYaPfQMAt-ooLkcKc15OsRCq5eoZ5zpbhWyIyWGpOm6MiaKcaPsAghnT7hAQ2p4TCDnbfsqECZbaQUKg9YKCjrw
http://www.businessinsider.com/chart-manufacturing-pmi-acceleration-2013-9

Interesting study into the development of risk premia during the recovery over the past years…
JlIuDLKqQeZ5-NVeVFdjGZoGIs_i_TR8AUSiyaDufQfEuV8Rk7csrsr-P3prxv_Lzh3c9DOFwrivUy47aX3JQga-nGkRct0X9PHMjSAv3yJDUVvae00A_iJbFg
http://www.frbsf.org/economic-research/publications/economic-letter/2013/august/stock-price-bond-risk-economic-recovery/

On Philips curves, NAIRUs and other ‘alive and kicking’ economic stuff…
NkGFKHDmauwX_3SuRNMe-67k9QTEd0yHdabdfPGcHH0p0nBzFw-dOB4L-2_d9Mh1grMxC7hg0yUiX89Vno5vB1qdNs_jy4AV784x5PTuqYwVb5mBqHlEYZ-osQ
http://www.nber.org/papers/w19390.pdf

…and let’s add the output gap to be complete: how it is measured…
YHu17SGUernqf8Y2ZqpVqeuqcyClovCiy0nxqI76Xms6FOdzMhY6VFaGLFQ6HWS4hsyrsLNW1K68Eq6GBoufOsz99ZmDE378y58oZh6Yzu1RJjJBbKMVXdz55w
http://www.imf.org/external/pubs/ft/fandd/2013/09/basics.htm

…and whatever happened to Married with Kids? The radical changes in household composition…
qnzxwgVL5L6xTfSXljjzKT-qP73IUqJ4qrvUmgTxIcvF9PaCaamfXGDNhgkCyt17gyieONvk-lrzXjCspkc_GARANIwJ9tjmTGPTDuvfDhQ8TUqkKGFO75wZUA
http://www.businessinsider.com/charts-how-households-have-changed-2013-9

 

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!

 

2 thoughts on “Best of the Web: 13-09-02, nr 832

  1. Goedemorgen mijnheer, mooi stuk werk weer en leerzaam. vraag: waarom weet de oecd niet waar nederland ligt. het zou heel interessant zijn om nederland in de grafieken te zien. dan kunnen wij checken of ze op een lijn liggen met de uitspraken van deze regering en waar nu de echte expor en andere zaken vandaan komen. het lijkt wel of het stiekum weggedrukt wordt. prettige dag veel zonneschijn en succes, Cees

    • De data voor Nederland is er wel – en ik vermoed zelfs down te loaden op de website van de OECD – maar wordt doorgaans weggelaten om de grafieken overzichtelijk te houden.

      Dat doen ze bij The Economist helaas ook iets te vaak…

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