Best of the Web: 14-04-07, nr 973

Good morning. This one is nice: S&P500 buybacks in historic perspective
http://www.businessinsider.com/sp-500-stock-buyback-history-2014-4

…which is interesting, if you take the share count of this chart into account. In other words, NET buybacks have been far less supportive
eoawoF99iDNmzz3mgjI0YqiWHxT-Wkd5f2AtSWwkibgYc1arMBWHYveuw1FAwp9xBULl-nRP79diJahYxNmL2Pqg7qLwJkiMkSjcwZNM3f57Q49fD0ZlD0SKWjn1wg
http://www.businessinsider.com/chart-sources-of-eps-growth-2014-4

Corporate debt as percentage of GDP: Asia looks stretched…
K0PjbInZPHszZDmkyHAjo-Th0t523h0YKy4Lpk8Sd1o5Kavqq2Vxwal_iHKAv-5J5YuhPwj70BTQZkOB0uX75TleIfPRjTFxp3J5PiOR-bRT-WwU8HlPYWFgkL-cZA
http://www.zerohedge.com/news/2014-04-05/how-much-bad-debt-can-china-absorb

 

Hey! I have been named Dutch Investment Opinion Influential of 2014!!

http://www.iexprofs.nl/Column/Nieuws-Beurs-vandaag/117439/Dijsselbloem-meest-invloedrijk.aspx 

 

US private employment has regained all of its losses. Or has it?
WSJ Graph ignoring Demographics
http://www.calculatedriskblog.com/2014/04/wsj-employment-graph-ignores.html

Interesting chart showing how UK and US bond yields have taken a lead over German yields
US UK and German 10 year yields
http://www.bondvigilantes.com/blog/2014/04/04/power-duration-contemporary-example/?

Best of last week. As always.
xJtm0KvnUkp1nT5GLES-rLKubZ71l1CVvqp8fSotHwTUvjsKJ3ejcnf1_sAMIInVzKyOemksaorRqJHiKlz8xwHKIQuzPyniCU3eFE9dFGg4ElbxPTsOWM8DzwURAw
https://lukasdaalder.com/2014/04/04/best-in-economics-this-week-april-4/

A bit of history on economic freedom
-TlOtiB_kSrdc0Qaa0QLtwGNA0YDH3VJYShugGR5NnNWM-0xr44i-sFvUqf8NRrpooWYoQ4bkOL8KgH-rYnkl8vSlEPV9u-7Vpf8ar8H5BPnEDKccYe979L3zpsFxQ
http://www.voxeu.org/article/economic-liberty-long-run-evidence-oecd-countries

More and more signs that the high yield market is weakening…
Afvb1HQ0Z5f_v8rPh7DbswLV1UWcMNlAdg_refhKsbCClP5s2d10_7EVm7ty76O383sV0nDqDerFn_jKHpAbx3PgdWdMYs1XbeGtcVRNq4nKMr4sOrFoqADaI1c3_w
http://online.wsj.com/news/articles/SB10001424052702303847804579477850200373262

Well, this one is interesting! Why has there been such a tight fit, pray wonder?
Of9G7npuI8O9vwfSqA1-BJc3z0iJjJoI5ccm8h4k18u0WWVaKJI-4p5zCRY2hrvwRjDH7YUFXJgYJRJctKx3jhJRSBIMzXbFHKbens5m90v08fPXZ4g77NNA9mrQfQ
http://ftalphaville.ft.com/2014/04/04/1820672/if-only-we-had-known/

The rise of mutual funds… Some info.
Pl6KP5v6pcsqyMWoEBK6dS8vighHrGD9gTz1NtI2udpEoIUXN88GEUVJu09TPf83S4g-SssPT6-9ITybF5s5BfCH-_JquASj9SE9WHxgq_cf5BHKmL14WJpSj8fulw

http://ftalphaville.ft.com/2014/04/04/1820742/the-age-of-asset-management/

The schedules for the week ahead.
http://blogs.ft.com/beyond-brics/2014/04/06/the-week-ahead-april-6-13/
http://www.calculatedriskblog.com/2014/04/schedule-for-week-of-april-6th.html

Ah well…
byAEm77MR3fjA70AMnGnIekSRmygBtyTElX3S9ZKfNRETYIQsegAowATJjyjVK0kq4vg6s5FEzztLCRuSA7_6PlFmkaWGjK3TDx8rOM-kkFI7OZ9tyiuUV9DsX6kkg
http://www.zerohedge.com/news/2014-04-06/summing-american-dream-one-cartoon

 

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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