Best of the Web: 14-10-17, nr 1089

Good morning. Asset returns, year to date. What a difference three weeks can make…

http://www.businessinsider.com/db-ytd-cross-asset-returns-2014-10

Here’s another crash for you. But this is unemployment claims in the US…
94Auwtlafwkfg38RnIQf2zKCmzISjCnHIIV2wGzi2jzhDxmNspwMmVowAfXT06HpzlBpOnWSMoJHqQib9eMm0tlr5HBo9mEJE1SuMDICwCYtEYOrM0u2W1Hihwza5jS4UQ
http://www.bespokeinvest.com/thinkbig/2014/10/16/jobless-claims-hit-a-14-year-low.html

Numerous charts from the ECB, including this one, showing that the European yield curve is not all that steep
bVgxHAMp_Dl1w-DXS2ixrGU24N8l89CJuhuIs1ixgrbknGjuRQ0yIdk4_JQ1IgYok4GyDSM_wAcWIiUuVOQPLNjkaHkHGD3TwGIEH1_E13rRnZHhMIkyfpydwk1ChwUK0A
http://www.ecb.europa.eu/pub/pdf/other/statistics_a_brief_overview_2014.en.pdf

A follow up on the global financial asset portfolio discussion
yeWGSLoZBemuvAMZ4JfXut0JAMU9RMeI5KGULY3UQ91_zfBZ7XQ2wECvNzR2DcOP5YrVwt05QGa4HtvgiBDmAw4hA3sHfLZaWhzjD5wtJ61iiKOtLGSnp2Pz6ej5JmtGfQ
http://pragcap.com/is-the-global-financial-asset-portfolio-the-perfect-indexing-strategy

Well, just as a recap of what is going on…
ytKflTVyfAg3EiDPUWGP2EnL_jZrVpO-NuUbEjIy1rOLnauVkzo5760O7XJ284kdEONrPfEEYDAcNVdZ2PcwAcbDTgrK-KxhHE3tWiCYwfPnG_JROgGbRUszC9zHHDzNSA
http://www.ritholtz.com/blog/2014/10/oil-glut-driving-prices-lower/

We could have known: gentlemen prefer bonds.
E3Uj0ybm9IEJwxEe_kPp_V9KXHNbHYke_3x9N7OJbAlSrwWE3aIsmSoNP9rXX0YsIVTkyTRNw1vxcBDm7xRxu6n8sOKwdIf3ymUCt0Yjms_D54qQYgWO9-e060np7yr2Sg
http://www.economist.com/news/finance-and-economics/21625825-fears-deflation-may-lie-behind-recent-weakness-bears-no-picnic

Ah! The Economist has come up with a better representation of the past. 🙂
uGy5BQmW6nrY7pL9h_03yve8eOPrKKmnlT84mGoPv5e8CF-4_U4rydRbA_rjr9wKxKQitlPC-8JB5VLB2DCcdv8tcm7mXEgkjxzvEWQlhTkHgiMx1kUMwJ1TUmTZ69DL3w
http://www.economist.com/blogs/freeexchange/2014/10/worlds-richest-economies

Interesting chart showing water consumption patterns, versus costs. I never would have thought water to be so costly for Denmark…
QZl5qld-oh2GjpQP9QjVPyVRS9e9bdUIFS_HMeSCSrOQT5c6Vimq4Q2mr_xv5DOKYskW7jf2ntExeL3I12qtaq3o1jYUeX31JdDVYlPqHmQtQsjmr5e1-L8qnRU766Vjlw
http://www.nytimes.com/2014/10/15/business/economy/the-price-of-water-is-too-low.html

How the labour market has shrunk in the US
lInMsyG5lKI3z_TKz4sLANIBHPLjw7foJ1-1pZeuaqj5ar6qp71Bnh4mHq6BaOWweyvVSwp9XIJJTcl36wAagzym5gdBPwM4DxUQsuoeya5DWsps8no5XPhoh8d8aa3YPA
http://macroblog.typepad.com/macroblog/2014/10/whats-behind-declining-labor-force-participation-test-your-hypothesis-with-our-new-data-tool.html

Some historic perspective on Japan, the last time they raised their VAT…
3RAUubJCP98zPlL94SO2VS09Lkjw73xyAYlR4SqpXPz7b4juRALDBcKZEURFTBZFlwcBzl32EGmFAumB0aAq--xfppmrVGwDKORYSSe5z6FDF7HcxjMLkRxTsXw1V9Zt2g
http://www.economist.com/news/asia/21625863-will-prime-minister-keep-his-nerve-over-consumption-tax-consumptive

Let’s turn up the heat a little bit more…
5DEcqUrVcg9xTuWVW9PIrBS08QGi56Fys9ZpFkpFV4n8Ey7S9XCKh6y7OBq2m0qg7IArjWZDHQi4uuAK080rIGmHtrLzapr3wpZBVACGr8deDAEecwmLFHvhlJvpsNn-hQ
http://www.slate.com/blogs/future_tense/2014/10/13/nasa_earth_just_experienced_the_warmest_six_month_stretch_ever.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!

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s