Best of the Web: 14-10-20, nr 1090

Good morning. I was wondering when this chart would start to show up…

http://www.zerohedge.com/news/2014-10-18/jim-chanos-lesson-shaped-my-understanding-how-fragile-system

The one market that seems to have been unphased in the recent sell-off: credits
http://www.bondvigilantes.com/wp-content/uploads/2014/10/EUR-vs-USD-IG-Credit-Spreads.png
www.bondvigilantes.com/blog/2014/10/17/drifting-apart-decoupling-usd-eur-credit-spreads/

Now here’s a twist… “Japan firms want government action if yen weakens: Reuters poll”
http://www.reuters.com/article/2014/10/20/us-japan-companies-idUSKCN0I902L20141020

Best of last week. No kidding.
aM9OZOWf0WmkDxuw1sSFQDilQjc4LhWWpNBbD6CYTjaY08TPxTMQwFnaKyR_7jU1JIHL5b_yadbUKR_MLfgrVgK4TzEKTfrAm40Sz79wwxkq5TSFaGbHdJBh2c_cB203og
https://lukasdaalder.com/2014/10/17/best-in-economics-this-week-october-17/

Liquidity injections by the various central banks
ChfXS_rGqYOlfr81WnLruL9rlExFLk5Kz7vA9XL6F32x0qGmjYQxfU8qRkWhC-aT-5yguMSdzdgdZFs1HBeObiwjjcIzYpPWWNQU06PfaxZjGiiLpUjVknHYi1sXWWQyfQ
http://ftalphaville.ft.com/2014/10/17/2011852/it-takes-200bn-per-quarter-to-feed-the-machine/

The Bill Gross effect in High Yield bonds?
6R8ERJ9QorkW5tQ1uQp1KXkFepPoJaDAoNbr45ef9yRtnwIbASI9hYUv2q1xq_8IUv_PgvGmspN8LsOymr0aK1QoU7ZcnmnykO_zACwQFzMrtbggjG7GM0umop_iSxWCsw
http://dealbook.nytimes.com/2014/10/16/pimco-and-other-big-firms-could-face-liquidity-crisis-in-risky-bonds/

Lower oil prices
Iew6q8UHQlG2kctSuawDyfxCbZyv4ReycgsvX_uf70nPJa5EQOT5NhJLB0C6P_C-4FokHK0d3JZtX8OgL1KYpUBTvoeGY-rE0j6kVMMfqRVTBTvSxqRrWVCXZ9Ol_HoEQg
http://soberlook.com/2014/10/the-good-bad-and-ugly-of-falling-energy.html

The way Keynes invested (wll, the first 25 years of this chart)
plw4Nz6yAos2oKXNAfa3tn39RY1jcaCxgLw1DTCqS0tZuvxuJ7oMLNY4gWl98UcauZ7Fd1lQCRbUvQbw-WfXAFORUtcb6Q7lfTvyWIzB7oSypQB1WIOr3XYN1ybjHCrNUg
http://www.voxeu.org/article/keynes-asset-management-king-s-college-1921-1946

In case you wondered: “How Are Economic Inequality & Growth Connected?”
UgBwruHo6A1G_gR3Hez3NtBz7hfnYhJbH6OebYC6jYPZfr2j2IPIE9O4kvWpwzOxPdwOGhusiiS4W14m5liG0uq9hhxCGSrdhJa3AtRNECm7oZJwWi_AHxZlNxfFfCxEvA
http://www.ritholtz.com/blog/2014/10/economic-inequality-growth/

It continues to be a clear change in trend: labour productivity no longer automatically translates into income growth
CXk2Af7uRu5HcYb31NeUZUZSQzhHvzpG16Tbw9NOiFPMir88Hjn0Sv3mR2raNdHheozMhaFtcPg_j61mj9eY4nPDLREJkFP6EvgzAYrjevNr__VUk84pYNs3pms68E4j0w
http://assets1b.milkeninstitute.org/assets/Publication/MIReview/PDF/16-29-MR64.pdf

Some thoughts and charts on Ebola by Goldman
scares
http://www.businessinsider.com/goldman-sachs-on-ebola-2014-10

Some fears on the possible return of deflation
9XJ-9VTrJjHnRQtf0Q6AVRKkjX4rNJJbvA1jHyWJyijWSb16_50ZbUQALQPAITyWRZEe8AZMYnc26dSFO0bHm_DK9f7yjGfO-YrXm5W9WnYkHh4C8kg7vEbg9Q8sbarMIA
http://blogs.wsj.com/washwire/2014/10/16/5-reasons-to-worry-about-deflation/

I think this is the last inequality piece I am going to show, this month…
CEO worker pay
http://www.vox.com/2014/9/24/6837959/ceo-pay-ratio-us-vs-global

And this week’s schedule
Lh88rUCG9N_XALMt_M_P7HX0y4VvrYD48zvAovdCf4IV4z3buIcsMDGTvSQmMHoYzzMW3_yRRhdi3VydfzyMxi9eQSMAFTwt8Ml0mTZnrLmzswsDc7ZCiVlr2VY50l2xuA
http://www.calculatedriskblog.com/2014/10/schedule-for-week-of-october-19th.html

A collection of beautiful autumn colours…

mWKMRxHkAa_Iujcx7ly4sHfbh8knz22vMtNrOXCAQeBkRgCNxauexbWauWRuzppnxqNNGO-JotMv6zNg6_tYHs8_3Pv655Oc7HJftxhxDhAMFc5vOtk0q3bS0p1aVz4SSw
http://www.bostonglobe.com/news/bigpicture/2014/10/17/autumn-colors/TNKKGsQc3SDKKpc5h5kGwN/story.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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