Best of the Web: 14-11-05, nr 1100!!

Good morning. Another milestone: number 1100!! Coffee and cake seems appropriate

http://www.littleapronbaking.com/cakes-and-pies/

 

Let’s start on a positive note: this is what happened with stocks when Clinton lost Congress in ‘94
s6jVPjH2xt-afsMJOsZ4B5M6_qqzMvRtDf84xdBaN3qYq36cKRkWel6jxXMKYYJq41edjLqXZmVfr0AqGyUZoxWCZ8qiuVY3CB1JgyCWw0DyYe5L2U_GKfki81ToBk0zJw
http://www.businessinsider.com/stocks-gop-congress-sitting-democrat-president-2014-11

Goldman has developed a risk of equity bust matrix… Somehow, the odds with or without recessions is the same…
bxG1GDVAg7IjziGJTGRcZFC3_g2vVmiQi0RQq5xQTqoCU9rrxdIH1y0N-vfRqV9h7mCe6lCQz_y6xJkmNJl09rS5Fm-4bOGZtYJnx70oYnNKUwtjc35ctINh4mDFsuIF_A

http://www.businessinsider.com/goldman-sachs-stock-market-crash-2014-11

Can it be this simple…?
FXSGiAbZa4p_FIA9Y7ganIkU-kB_KiBlD5JqGqqztbJ8JpqSexKNrWOIHSx2zggRNUqwggtnTeOFBZjoMo80C24OUF-WBOvWd9OPZGaYGUYYtNOEe_i5QFAXvhPkbdGwiw
http://www.zerohedge.com/news/2014-11-04/oil-its-economy-stupid

…or is there more going on?
j-qO7RQ68SCACcf8VV_Dn_oaGtm9q-hHF2slP_SeqvnkJhEBh3N4hv7d-Fhtr84SAooCisCN9-uAfCIsF3dsmnBYBHD4hHPzb0_DSRTQAnuSiELxTj4zfky6za0cshONIQ
http://online.wsj.com/articles/saudi-oil-price-cut-upends-market-1415063053

“The 10 greatest changes of the past 1,000 years” Great not necessarily meaning good…

QoCk8AWaY8AWEGr8stcaoOCHzoRrts_FDTEF2OEyEuArrkX-3HeiGIMZ_H6wPyj2HjpfI4L6s_wgTDez5rc4AyEM-RINLN7-zq-m0v1FfVKFMmFRgguZiqhVGoEV05czBg
http://www.theguardian.com/books/2014/oct/30/10-greatest-changes-of-the-past-1000-years

Nice one: the costs of traffic jams
vKotVT4PL-F02iUT9l7Yj9OXuiTjGL5t7rlMI92_sJ5_St5gNG96CKOlP0vLwD3aK7-f7d90445_Vx7A6NrByx63coB86mBdZJAmXldhL1ULaBexgJ_c9wS0HHFbM5pZ7w
http://www.economist.com/blogs/economist-explains/2014/11/economist-explains-1

Bonds are everywhere in the Japanese economy…
Tk4qs6d2iMRri1lP1KZ4d-MA86nfUrDK_evBoCcKNVdRiCWM6dhxv-oCWF_mtn8KJm-mE4C1In0v6azdQqsAtRPGaO3XF4gbohyMBaUvXTFmXu-XF55nsRvJFsXGDLTAKQ
http://www.zerohedge.com/news/2014-11-04/only-few-years-left-until-nikkei-hits-dylan-grices-price-target-63000000

A piece on demographics and why this will hurt growth
mvTkzkV5RX1qQNerXVJsUgxEJXovtv9f7ta-lQiJ3C5AYgwElGtJxtnJI_0sqYhvd6onK_cnypmEqj5MWaKqsXI2XRdQq8SsOnczw6fuWD2xPxVeYfvI4vKkcwVDPY8Ylw
http://www.voxeu.org/article/demography-and-economics-look-past-past

It’s a long time we have read anything on the US housing markets, so there you go
7MgGMLCVvqMY_79sHqRw1OPpn6fozN0zXefkaoErs5OSXNr4cc0sOl8g62DLrPWwt6JtKoFVK5TzZLLVNeBGoeDvelKv1lKAp3Hwgxaxvo48piNggdL4Re3iU9SgwVQ_5w
http://www.frbsf.org/economic-research/publications/economic-letter/2014/november/housing-mortgage-economy-economic-recovery/

Nice chart. Limited added value though
pTq-s9WGapNln5rPOaz5_QKsdEVn0t2o_fg4od2L5HBv0YoadgOLEKEBkgqngLITWniSQBOULVLtJIQIn1h60kBCtX03qX_SCIRtddCoeQNZsQ41jLX9CDabuNcmEBEmoQ
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-1

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!

 

One thought on “Best of the Web: 14-11-05, nr 1100!!

  1. goodmorning Lukas,
    gefeliciteerd met deze uitgave, fantastisch. ga door met deze zeer goede site. prettige dag en zonneschijn gewenst, CeesR

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