Best of the Web: 13-11-14, nr 878

Good Morning. Ha ha ha! Pretty tight fit… But whether it is pretty, is a different question.
http://ftalphaville.ft.com/2013/11/12/1693132/a-deficit-of-deficit-credibility/

I can’t find the report on the website, but here is the news: “OECD issues warning on French economy“
http://www.ft.com/intl/cms/s/0/327eb520-4c93-11e3-958f-00144feabdc0.html

Yellen’s Confirmation Hearing speech. ‘Crisis’ is still pretty big, if we strip out the usual noise. But ‘believe’ is bigger…
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http://www.zerohedge.com/node/481389

A Forbes article on the possible demise of private equity as an asset class: the ‘smart’ investors are lowering their exposure

http://www.forbes.com/sites/chriswright/2013/11/12/why-yale-harvard-and-sovereign-funds-are-changing-their-views-on-alternative-assets/

James Saft latest column: “Zen and the hell of low returns“

http://www.reuters.com/article/2013/11/13/saftonwealth-returns-idUSL2N0IX1X720131113

More and more stories on the high growth in Africa. Full disclosure: I own an Africa fund as well
7Op3-bik2bzKxRse7-ph9DNIVGPqOPao09W-dUJAO5PhrcHjYnwRChUpwiZIvgu4N01lEnSA4bTLnIMFNcX7GbZZ2KAigZGACtMWp0KXtz-e3YPYVYg5MKoA7w
http://blogs.ft.com/beyond-brics/2013/11/13/african-credit-ratings-dont-get-carried-away-says-sp/#axzz2kYjfNR00

“It looks like the economy might actually recover in 2014. But will it?”
spoqleadK-0NoNVdeKJ07eTNbH5wYLIa3z7Yc5WQ55hz__DsN8l7nTM587vUBroVoJJkfX8b2LQ-SJh3mgWEZGdLDAKyi-bsVYmf0vjfBcBQriRZxgvQ-9MFng
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/11/12/it-looks-like-the-economy-might-actually-recover-in-2014-but-will-it/

How could I have missed it: the World Energy Outlook 2013 by the International Energy Agency
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http://www.iea.org/newsroomandevents/pressreleases/2013/november/name,44368,en.html

Red means go, by the looks of this chart… In other words: it has not been a useful warning system so far
v9qB61861_kSFCmZobJx39vyEVIdSxFoZfkX6JBjsHYUEggN8cl7imEzy9jRI6RVbFptc2u13EP6k0-Odcge2xtJzfrUqz-yk3COeNLlNAPFTZfh7NQvz6lz7w
http://www.bespokeinvest.com/thinkbig/2013/11/13/another-breakout.html

Ex-cuse me?? Whatever happened to Rotterdam as the third biggest port in the world??
_6-r3G3wwjzLC-C4n9nRl53TnbJUU_PWq7tUn127xvW3CytTsxwS-ZbfsPdaslXaG-MssAZqi4O_aojYWS_CwinsaTvdTGSfL2Bl74vjNoFvfS7OXGEMEpi7gg
http://www.businessinsider.com/busiest-shipping-ports-in-the-world-2013-11

And speaking of ports: Germany is a star exporter: guess which port they use…?
-jyMGF-jFjSwQXYqQR4vwQCsjBcdU36HVBeJJQgTF67D_brjfrcIKNEs5j1bZnMoZHXYDmQPXrmIEcmFh-p9hU8wbny8ILDqZNTruaXyctbwa7EcAesPIEFfAQ
http://www.zerohedge.com/news/2013-11-13/europe-follows-us-demanding-germany-explain-its-exporting-ways

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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