Best of the Web: 14-11-20, nr 1111

Good morning. Cool chart on what you actually buy when you buy US/European/UK/Japanese stock markets
http://www.businessinsider.com/domestic-revenue-shares-across-markets-2014-11

James Saft on index investing: “There are no pure indexers: everyone, like it or not, is an asset allocator, or asset picker if you prefer.”
http://www.reuters.com/article/2014/11/19/saft-on-wealth-idUSL2N0T81DW20141119

A fair bit of history on US bond yields
UST via CS
http://uk.businessinsider.com/us-treasury-yields-at-historic-lows-2014-11

And here is some analyses on stock markets ahead and after big moves. Interesting, but not very useful
TDjolEJJzWTFixvMxys8BKhrZruT-lgTJketyLJjzPYxxsrSxg8L5uZC1s1uyoqqg5a_ScAlpAEBknwlW0xTKKPDh5t5B0ohqil-fpJQ13aBclKywa3dn-wY8gvANcvvjg
http://www.crossingwallstreet.com/archives/2014/11/how-the-stock-market-performs-before-and-after-big-drops-and-big-rallies.html

It’s a pity these colours aren’t chosen better, but otherwise it is an interesting chart
Screen Shot 2014 11 19 at 7.50.52 AM
http://uk.businessinsider.com/economic-indicators-from-prior-peaks-2014-11

I need to think about this one: not sure this holds up…
uJcWunawzrIiXRqiPZ290tDTGHXgANeySthgOY3nqwJ8D-nqAl7ovPDlYqGRefWqbEHdh-yXLY0oFkEkzbjGzl8sRcYK0xGc3pXn78o81CSfkUhEVNJ7cLyNGHHZ_viK4w
http://www.businessinsider.com/markets-chart-of-the-day-november-19-2014-11

Ah yes, the time of the Outlooks is here again…
446gBpimCEFdhnJc1dXI7ajqcd0dWzeAqSKHqQ0L62qY0vVrMJ2ibEh4m_DnHUtbG6OSGHW9Z554pugbNPIp2ACYCGsH0GyNpWa1xb8tX-1HlDLvZeFIe0Zcks51r16WFg
http://www.businessinsider.com/t-rowe-price-2015-market-outlook-2014-11?op=1

The Cleveland Fed on oil and inflation
a3ba5KcpeCAYUOAO9LrryPShXGmdQ6mxQ86VvC4EDr2a_T76hsg4T3ehtIIcxeFLI6zcpvw87e94LAY_UjyhT8i4uxb16Wozqc5wImILD-LQ9Lb7uLSui-P9iyFUOxWp-g
https://www.clevelandfed.org/inflation-central/201411-trends-oil-and-consumer-prices.cfm

Natixis is explaining what is wrong with Abenomics: they need a stronger yen… (Feel free to disagree)
QoIWv_aQcplBwB6_xPHul9c_0NwPFDs-ZSR_lo63MJBLcDGyph5mOuOnSFwZpcElrNHDHHSNcSH3YtIKbqGdKrBcwaQIgbrmwUodtni2hXEMn1PQSfSRaYvjMByUU7ZGfg
http://www.zerohedge.com/news/2014-11-19/why-japan-needs-strong-yen

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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