Best of the Web: 14-08-02, nr 1035

Good morning. Just a small correction, or is the fact that High Yield started the sell-off an indication that there is more at stake?
http://www.zerohedge.com/news/2014-08-01/market-dip%E2%80%A6-or-start-something-bigger

…or is it just the season acting up (as usual)?
qsXBv9JHmGlHja43bNqoNtobLQRdYV2krNRxqQrN23sEAOCGM3IDmWHqiu0iI7B-zMLdxKLbtOuDamtr0VovVX0xJLNtUT5sARRcmTpDnE2XLFBcwdBZrt-m9oq5NAbp0A
http://www.zerohedge.com/news/2014-08-03/volatility-shocks-cheapest-hedge

Check.
i53DiX8pCJF57EjSoxbrgnyyzPEE75PQRyhRIOBIWdaCDWs_8_yqGBMUMOiEbRXKl1e68Qv3c28kqMh1fxKy1iUUM628ejDk8ZUdAHEcsSuIR4S74TnxA8UU_5RjjLiOWg
http://www.businessinsider.com/bi-most-important-charts-in-the-world-2014-7#alexander-ineichen-ineichen-research-and-management-49

Best of last week. According to me, that is
N1mq97Yn_Ogugl8Efr8_2PF8Eu0qkloSnwsMsbgqFGvy1zx34mEh7FXnCi4AWG01KOaDNHkLcAtW0Vo2FmYfCWjfCetI1eUk_T1uqOUaeACNaPAEhe3fWKRSSa9ZFXY9-A
https://lukasdaalder.com/2014/08/01/best-in-economics-this-week-august-1/

This one comes from a Nomura report. Alternatives: a pretty expensive asset class…
56nZSqFJ6a_6Ck63OcSlxpbVkAY2U67Q37y10vXBotDAXXUU1XpoMZ_4BqyRvVJrxr3ZjxNBmMJIVBWAPduhKMnF98AxwTYwRkm1-NBPdndSlnPKPQQOxeTboI5NThEUCA
http://ftalphaville.ft.com/2014/08/01/1914342/the-hare-gets-rich-while-you-dont-back-the-passive-tortoise/

There are a lot of posts on this report on the increased age of the firms in the US. My feeling would be exactly the opposite…
RoSaK6jk5MvF_nkQlH7EYXCfMusjjLok-Ul29qbLpL6Z59ZtS1hdF6phtkVV2DanSG34gZBdsDsnQuEDz3Q7YZWR0IsLPeLmgVSw7kVQeUOyQW2lCa0-WLET6ZaxogpXFw
http://www.businessinsider.com/brookings-institution-hathaway-and-litan-aging-firms-2014-7

A country report on Japan by the IMF…

yHYNy5PuITaHczEwbl3aSPi0UwHj_exUNrvgIMKM6uCyhvKuRZ6ByL_GFo_t-IPuoQ4kWHUSbwV7PnapvFJVkmuq3aWZ0tNcmExfqE6hK9o88j2s1V7wD5IdQj9RRUYOzA

http://www.imf.org/external/pubs/ft/scr/2014/cr14236.pdf

Russia’s track record with respect to growth…
xdQGYA5qOM2ls7OJEZ7F2rTyYkniXzorTZFd0bBOwQfoQm5TyWmMZbF97fHiBAGE-st0x4unuy5McOtU9kHTZBlbqW1PlAYr9_bH185Zr68Y59Cld0_JX2Yq1gkZ84kDhw
http://conversableeconomist.blogspot.nl/2014/08/the-enigma-of-russias-economy.html

…and, talking about China, this one may be important
hb6lI0cAi6nhRZptbqrThz8NNo75kvKvoFLuJkUxuK17jys0u9e18G3amKm7phXk8i3QdWf7c0KRmwOYTD2SkOO1CQyJztf1zIauBINk3pJ8sahcqzidV9MJsX6MCeBIpw
.
xwrbuW0VTCw4Jv0Ybhet4ocK7zV3eRhqLVKXfpC70LcgcNehcmQAqToNpc1cqYWMcnderkSJzUIru0TeukqtTWVIirasuWniQ9SFkBkJ5Y_Y_hlB7mCaZ5gDI-pvAuKDGw
http://www.zerohedge.com/news/2014-08-02/europes-russian-connections

Fundamentals meet reality
pX4541DhAslwSzxbnfrrmqW3PCG3scuJDd0YFIe33c0v_5_btAE--8k7XnCBQ5ZgpQWyNDuurn4mDx81P8dausUesditrlpWl2Cp5SThc358rFEC_u1Z0lcxYZi4-yAahA

http://www.zerohedge.com/news/2014-08-02/economic-theory-vs-practice-1-cartoon

A bit technical, maybe, but I couldn’t resist these colours… 😉
g5tZhHenLjn4sTbKhsuKHOo_uq2LzLh9juGG9HSd30MNfac7udWjkj5ASj1lSchQEsjsMiRujyy1yKed6mfZlu4kfIAKMFlZFH7hDmhSMsrH32m1R2MopqXy7TdJ-nNisA

http://www.zerohedge.com/news/2014-08-01/suddenly-wall-street-bailing-housing

 

Looks like we will be having a very data light week, this week…
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-3rd.html

 

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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