Best of the Web: 14-01-27, nr 923

Good Morning. The history of QE as we know it…
http://www.businessinsider.com/quantitative-easing-chart-2014-1

The best of last week. If you don’t believe me, check it out yourself!
JywIDIvOcuu9cBIOLb4NsBci0VM3tY7W6MkLv8dhVYzXNFaMMQJJ6ro7G4ufVuNuScJVSe_Cv0PaTyNTbEOWv3TuieXC5140yXJhzlPo_voANGn3vIr48LKX6g
https://lukasdaalder.com/2014/01/26/best-in-economics-this-week-january-25/

A big sell-off! Although 2% used to be considered like small fries…
HjHCfZ35uZIFBnZ06U6VS0KRPJAFGNBOTwfViLxmuuZHgNETcXXNDeC23idTjQPod9ZmWjnnNvPe3y27A2Ttf_-ID1dmHuxLcmxsdYHb03TbR0NMiHZL-PEHSQ
http://online.wsj.com/news/articles/SB10001424052702303448204579340480156732234

Big sell-off! But, apparently, it is nothing out of the ordinary…
Q2X_jcz_Z66grnvElQS5hICWcg8oOqCPMPj19nBUVkWp1za5e6VndfOgAwbgCB3YOLgZFDjM-SXJHZqFa23YsMJfCzuRxrKh2EAfkjbD7xpYLpl6eFtWo6HILg
http://www.bespokeinvest.com/thinkbig/2014/1/24/still-a-textbook-start-to-2014.html

So, what’s this sell-off all about? “Investors Flee Developing Countries”
Ty3lZkG_ieagyxPACY93rPhuh_pu4beQL5Tn4PPHZ6tBnNKZrjp9z4aMTR1zZK3jiGMTY6k06SSfzSYhuynCc6uMYWe0AXeWGN0iBcZ4y2aDB4IYqSRIOaLAWA
http://online.wsj.com/news/articles/SB10001424052702303448204579338803161592252

“European banks have 84 billion euro capital shortfall, OECD estimates”
http://www.reuters.com/article/2014/01/25/us-banks-oecd-idUSBREA0O0GA20140125
http://www.wiwo.de/unternehmen/banken/oecd-studie-europaeische-banken-um-84-milliarden-euro-unterkapitalisiert/9379840.html

“The Myth of Industrial Rebound”. So much for that renaissance… (via @went11955)

WunBFykDuu8wiWWWXU-0bn55jZo1SebZVNhDHNpWQGqKr0UD-I1V06xdZAn3l_YdIauUU1LjqALOd7mQ2meizJBejetJXulBTIovUq9DE_NYj31k-_A-eCjqVw
http://www.nytimes.com/2014/01/26/opinion/sunday/rattner-the-myth-of-industrial-rebound.html

Interesting chart. Looks like China has been growing beyond its means…
1JF9b1mhCNIIMzs46-Mt3eqwlonQVPT9qZQiUx-m90JSD3OjqdnO8Je5VMj7s6H5M0EeDKwSavfOKTixU-TUg7Lwe3-HU92Zs1pNxw1sis3eYenRndZZ8miSJA
http://www.bondvigilantes.com/blog/2014/01/24/chinas-investmentgdp-ratio-soars-to-a-totally-unsustainable-54-4-be-afraid/

Old data, but interesting nevertheless” pension fund portfolio allocatiosn
XKu4ydX2rLEihIEjP_ZZiwBAJKnrq_1AYBhJoG4jn5-fnH1a5rTkTa9OyNwe5MIBPed5JXMoFdy02EXoEOj_eV-htynBGYZhVa3E4vhHoXxQ0T7ncfQLlZ4Uhg
http://www.businessinsider.com/global-pension-fund-asset-allocations-2014-1

Nicely done, although I find it hard to believe that Jazz was that big in the 50s… (via http://www.ritholtz.com)
6Xr6VjzzY3MpKK7m4_5_UX5meN-pBjCvR1s0Se_byID5pbWUFoG1uFxylEfE7nwm9Ybw5Z1B7PjQ6EPC55dBWaw1r8Z_fWqe26hiP3eD4UeyngBrZz73EsqmpA
http://research.google.com/bigpicture/music/#

And the schedules for the week to come…
http://www.calculatedriskblog.com/2014/01/schedule-for-week-of-january-26th.html
http://blogs.ft.com/beyond-brics/2014/01/26/the-week-ahead-jan-27-31/

 

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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