screenshot 2014 06 20 06 55 19

Best of the Web: 14-06-20, nr 1019

Good morning. 33 seconds worth of retail spending in the US. A variation on the debt clock theme (via http://www.ritholtz.com/)
http://www.retale.com/info/retail-in-real-time/

 

The moment we have all been waiting for: suggestions that central banks will ‘monetise’ bonds (keep them indefinitely) is now being talked about… And Japan is the obvious first
aAMCGQobifuyUw_eaB8s_Zy_IWmndyC6Nek-RZgEMfKpLL32a8x2U03kRVwiPUsi32BP7gmPesOpt6BzlJCZkUy0sj34NCfHvB7P2n3yJxCSVFTPV7HWngxn1YUwF-S11w
http://soberlook.com/2014/06/monetizing-qe-bonds.html

Unit labour costs: some thoughts from the OECD
hNAEjyZxJ24X9x3jhO6b_xzQJ63UUXBQHQzMfSW_Gz3slPKlK3GFo9ZXikqhZtLamPmQpNVTL8z3Z2bqHKdsgVGbjmVfHf1ppoT7k1T_PZXFM_WsNbZAALuxB-C0pLpp4Q
http://www.oecd.org/newsroom/system-of-unit-labour-cost-oecd-updated-june-2014.htm

Mmm. So much for the decline in banking… (paywall)
MHeot4rOkBDd974JDNLKl5CWtxUlnrdbRBuROIEbQNcmSCVWvAXWDmhJ_gnwSLGUan5pjryCNrN3ufOQ3AUFJhUAXUwuwO4HFlH7bBaaQz4P15DSmKSrd6HquKVKltP4rA
https://www.economist.com/news/finance-and-economics/21604574-new-paper-shows-industrys-take-has-been-rising-counting-cost-finance

The Fed reduced volatility in rates, but is appears to have increased (via @leonmwc)
k2JAUDC7RNOXxf3eiiEnXeTnHr2iJVt1iymMO0ElpRSWhaLXSxmO6S1mbMGj31nzOtsEaNsi0vOehq04EaZMZgrmtB0u2aM3-0o8bumBVgF1trgj0Na1QKCx6nJhoBxQKA
http://www.nytimes.com/2014/06/08/opinion/sunday/the-biology-of-risk.html

And, to stick with the Fed a little longer: these are the projections issued on Wednesday…
Qw82irLMpytlgeBig344pTsdM_sEjUdwzHnLuu4DQbYq_Po0BXBIPaOuqVGVbo7pM93EYVrzdWR2JPfc0RQyiCLQIoDCVpRvSx_M_DngulisC9MTgMQ5PhbMedzogZDzeg
http://www.ritholtz.com/blog/2014/06/10-thursday-pm-reads-107/

A long-read on active asset management
pJDChVj1ZDSHH82Q6-XpI1rUhsQMYCa8mklsELv0Cn5ith4LV5MpL9p2Wndg_gVJY0js07IUDPFRcA7FJnMU9yRnN-qRV57AiO1Rfy_xL5vWIwkCuTSL5A_K2V4kZ99cJA
https://rpseawright.wordpress.com/2014/06/18/active-management-required/

Certainly not perfect, but still: I have seen worse…
image1410
http://www.crossingwallstreet.com/archives/2014/06/unemployment-and-future-stock-returns.html

Oracle’s track record on capex versus stock buybacks
9RbgrN9-Nizugf3FA5LDnrNeawNwVuQjWTPKShn-lH1Yq3Eub7-f-Bs8sp2KalkD8gfIt8Tvf9Ooj8XGSWzwx7DotQon8X5ziidSovLkQVcAqvvF3-Rwy6dYL6kxA7oJgQ
http://www.zerohedge.com/news/2014-06-19/most-stunning-chart-oracles-earnings-report

I have shown this one before, right?
UYUn1D5OqZ-3TGnpiapqyw4P_xoC-RXceeZmUGlAs3Ek4xYu2f2Q_YgEHN0K1v0Dkr3uwuA9Cp9Pm4f4xc9uxBCyg6JIrM8LXqhU1L6Z_9Rt50v6iJnLHL6DqNqxfzOafA

http://qz.com/223807/where-over-half-of-the-worlds-exports-are-going-in-one-elegant-chart/

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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