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

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.”

A fair bit of history on US bond yields
UST via CS

And here is some analyses on stock markets ahead and after big moves. Interesting, but not very useful

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

I need to think about this one: not sure this holds up…

Ah yes, the time of the Outlooks is here again…

The Cleveland Fed on oil and inflation

Natixis is explaining what is wrong with Abenomics: they need a stronger yen… (Feel free to disagree)

A complete overview of all previous editions of Best of the Web can be found here 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 Do not quote unless specifically cleared beforehand!


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