Best of the Web: 14-01-15, nr 915

Good Morning. Maps, maps, maps. Even more maps from the washington post! I like this one, but at the link there are 39 more

http://www.washingtonpost.com/blogs/worldviews/wp/2014/01/13/40-more-maps-that-explain-the-world/

 

The Worldbank is out with its 2014 outlook this morning. “World Economy Set to Turn a Corner in 2014“ With lots of charts.
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http://www.worldbank.org/en/news/feature/2014/01/14/developing-economies-need-robust-blueprints-to-sustain-growth

Ok, I can’t recall that I have ever seen so much unity in asset views… Contrarians: sell stocks and buy bonds!
fXWMzAHJT-hJ7fCfO83p2p-t-qDlf4BJqgZQEbFFUFOf_h8k4g_JIvTTzTYc4fyEoHjEdn2iC7cOpoixQX2vOHqL81z4Ey1g79IGeWBK_kRir2_R7L7gS26j-Q
http://www.ritholtz.com/blog/2014/01/surprising-consensus-on-asset/

If you kick and mutilate data long enough, there will always be a moment that the outcome is more favourable… Anyway: stocks will rise..
xRIVoCdqOoegNaFUKAKy1x1SOug45aBG_EiLO3zAlIMO-4kAi2rdHukjsOBnbFLwnJhYzI0vKcA5EwMVGZNbIudXpV3PV5pKpGVxarN26MUQ3RPPZ0fdw-BE8w
http://www.businessinsider.com/rich-bernstein-no-equity-bubble-2014-1

This looks a bit the same, but is in fact a lot more useful! On momentum in futures markets (via @laurensswinkels)
BkCn-lI-FUbvqQtT3GIuA9BoKISM2aFkWt-xVZxURMJdRHmiY0gC_jST8GgbTQ4HIhkBmiJf0_zxHwP6-xisVVTuco_Jvj7QY9bPBfivSOntyNY-6p3Xu0FyQg
http://www.nbim.no/en/press-and-publications/discussion-notes/discussion-notes-2014/momentum-in-futures-market/

Mmm… When I see articles claiming that you should buy stocks when you retire, I get the feeling we are entering bubble territory once again… Looks like serious research though
zhENjr4FG69HfaHHZwOZ70ir4HgfmZgYEXcS8Q5ihDgF5cMP4-VHoCI-tOnrW76yVeTz1RBp1zKhADgsasTwTtx4SVmgDC6UPgpxJF-XqogWsaHRGifzMcqKjg
http://online.wsj.com/news/articles/SB10001424052702304866904579268332305015074

Weak banks are lending out less. Duh. What I did find interesting is the green line though…
LjltUR0BLqLeIhlSn0yF3FwhwPGFu0I1MiKLRnD-Cl8X6a9dglHHWngamd8QLSOaj0R3mGJw4Fx-Y7BuJo-NV0poIDZwTtWdF-SGyqpNjKcn3XQub8bPYJxvpg
http://www.dallasfed.org/assets/documents/research/eclett/2014/el1401.pdf

Old news, but I like the chart enough to put it on. From Grundlach
bsitkFQxbZXWz18ueRliXf_o4y-gAjAL9MvRFzAiQ-e_YrZQwaPLecZ721pdgAonFSYQu0fSxqTrxraepTgUZzBzm76BKg1iwvMQHEdUE6YQtuQ8RibRdAbjIQ
http://www.zerohedge.com/news/2014-01-14/gundlachs-first-webcast-2014-let-race-begin-2014-markets-year-horse

All that whining on the Japanese suffering: they are living the life! 😉
AwlhUSOZNvP9ruWT5oh3hpo92U5yARPte7s0u7dicBUFvjHljpuWxrPbAc9YtsN2_AI48twtJGAExS6VjBcB8k8S0MlByynpAredA0v9Ltv-sj7xBkp3XBwsZw
http://research.stlouisfed.org/publications/es/article/10011

Ha ha ha! Figures….

rpQ-OGIJVXwb6LPJPGyd0DT12LQix4kOSWiBa8ke1gVu3ZI_0O11531IFUirFUtbM1HBDcDdm3gXBhA3dniBVjoWM4yGjkVijwG2l2WrJpySvx_b5y-AJXjgtA
http://www.businessinsider.com/francois-hollande-france-and-affairs-2014-1

 

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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