Best of the Web: 14-01-02, nr 906

Good Morning. 2013 for the S&P500 was a great year…
http://www.calculatedriskblog.com/2013/12/market-update-happy-new-year.html

First-up: the Best of 2013, as selected by me. TAkes 5 minutes to look through, and it is worth it.
bMg5Y_spoGEIcmZRnbDsGVYZR9SpHqUvx3t07WvxyLBNnRmixo4qf-T04Gex61w_PSIguwtA8u-pgHtrr1s4nMGAvwvrX-6Zesou6VQNeCJvxNrQC7xnoRf0Jg
https://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/

The inescapable overview of the various asset classes in 2013… Equities lead the pack….
pkO5Pte6C2Jj3OFHOq_LBD3HOcWuNGDB8Ceo9EWe5MR8Vg9ubrvmSr3AMRILJSSM_XwDM4UbhhEN_TeoqoLkqBzQDZJJd--6DH0ax8rhGqQo3q9bM1ASoDXGUA
http://www.bespokeinvest.com/thinkbig/2013/12/31/2013-asset-class-performance.html

Interesting breakdown of EPS growth in the US, although I am not a 100% sure that this is correct. But still.
w5uLewQ-gZ_ZKQaI-6Cs6ABhYXH_hzt5rhQRq07WENp0wCiC6ZLTqAB2WvKX2NsiZ_iJ4xZ8uXuWwAXeGPgpMrSkkpsY18qRdzPorQ6TOz7S9nT3vxi7mMlXig
http://www.businessinsider.com/breakdown-of-sp-500-eps-growth-2013-12

And this is the overview for bonds….
R8stTMuSGEW4SKnPNzAbGzEzXSxZgCeo4agKluwj5RhXLO-dXvmLgLvPfMGv3D3_sxlhthya64EtllcizwVUrDHf0zciKRb6tL1EMN61FMb8EmPDxoYxd5DzzA
http://www.ritholtz.com/blog/2013/12/a-somewhat-bursting-bond-bubble/

But why stop by looking back only one year? Why not five years…?
v_xXMXgxvYjBIG-Rpbk-LrIS-o9Gcm9p1l6bbQ-cP0X8RSVoKrKczpO6YSNkIsC-P2vDbjZ2oA_Yv2Js9sDqmw1wccPkJzy6aZSJpNCiC84uVCeeRLCgm1yljw
http://www.nytimes.com/2013/12/30/opinion/america-in-2013-as-told-in-charts.html

This looks pretty worrying, but then again, can anyone tell me any of the pre-announcements that have taken place so far…?
wVWrncJ5FAwLty1QvGe6s3dWS5VpfXr63rGn_mcdXNRt_M2NB3DniWnN06AYcgiG9wXu8HeydaZbhVJvVCkUY6XGcUlfavzgyX6-PMK0oKe6CjD-AVzPKF2oUw
http://www.businessinsider.com/negative-to-positive-earnings-preannouncements-2013-12

Interesting read (although old) on the developments in the FX markets. Look at the right hand chart on algorithmic trading… (via +Jeremy Clift)
H_f6lZSzUo4PY2uq7RsjYny6XSoeHqvpqpFjh-DbSfm5UHA39Ri7CLm0O8nIcFk5zHQ7G2n2rWKMmIIYBsgm-kshNhYcb496nB7TG3xrd-hwJU3ORXZISesuUAhttp://www.voxeu.org/article/evolution-global-fx-market

Exactly the point I made earlier, about crap works
6Yxf27GY1gXTYETO0Kg0IFd7a03wjTekCjIjBl5Gx71FuBCVjctv0l3dFsuZ01ndQ83JFigaiKaFitaTvsQClfSjihK2Maub54t14l95MrSN9Qqqjwq1BFlhRg
http://philosophicaleconomics.wordpress.com/2013/12/23/valuation-and-returns-adventures-in-curve-fitting/comment-page-1/#comment-711

Interesting chart on the breakdown and size of debt in China and the US…
G9i-h4Bud5VjMmu1cNaobTJhvt6ufBJ9evgJbpSJrbazkiZk0DMOZF9kA4Qwuh5Qk8a5fYq-kNadasfSRUNAmqftKTqSihbOBK_XJznkkP8wEip89oUcaddBQA
http://www.businessinsider.com/outstanding-debt-in-us-china-2013-12

Wells Fargo’s favorite charts of 2013. I like mine better, of course, but this one is worth it nevertheless. 🙂
nr10WwJWZG1MfUdf_Q0VzqaswTgO0Qwq9lxBo6gp2-aC3sx1KLXxC4Il6ScWzox9xS0mOl-iQQsm9oo_5fmhMe4ud-RuiffC9JHckMkbUH_4nCRgj8gLZy1DAg
https://www08.wellsfargomedia.com/downloads/pdf/com/insights/economics/special-reports/Our_Favorite_Charts_of_2013_12232013.pdf

Good question: “Is Bitcoin a Real Currency?” Well, it is volatile for sure… (via Roderick Molenaar)
ifigmecCA2dAsBIeiFgkD-WbxNp7rdiU2ZLTTPNW2QTn-pRWTdJvJUMGBOJTWwmWuSQykoVlQ9vWBebO2TLHX1sAjeCUkWjf7g_gGRKt9W73zL7wYgxDhXPg6w

Food availability in the world during the past fifty years…
AUSEgHFe12ldzfbzAKGIX1ziUJvf5rQvROnwuXprNVAgfNnk0cVMJQntM0gbELb5UZ7DQFv787UJW3n_kXL57tWswbV3ymZqMpEeeXicccVFveWExlGOfeKdLw
http://www.economist.com/blogs/graphicdetail/2013/12/daily-chart-21

Interesting chart on murders in New York city. And yes, there is a chart correcting for increased population as well…

9iSv5W_PRRLhlW4cC0ffSw5lh8Ihr6gZ7xO1Zqst35gFLmgDiGXgNdUs8HQBVnxBxn1jiPzvlqpqOBrqhyl5c4jUgYh9DOdNb6JE17FVDp5-EiGpmdscnBS4rA
http://qz.com/162289/217-years-of-homicide-in-new-york/

 

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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