Best in Economics this week: November 21

Despite the current weak performance of Germany, it is still top of the list over the past 10 years
gOrX4kj-z6zP6idl5t9Rd3o7zKATxADayaXrflZ6tdMfkAsC0a77jnc8o2QNIET0AcxHfhkWXzihKqr8JVxY8pqxg2DeuFKciOCyOk5WTz1AhsBm54NZIE2fnHJjrbV-1w
http://www.economist.com/blogs/graphicdetail/2014/11/secular-stagnation-graphics

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

In the long run, bonds are the weakest. Well, in the US, that is…
screenshot 2014 11 18 06 30 20
http://www.businessinsider.com/range-of-annualized-stock-bond-returns-2014-11

Assets under Management. And the profit pool.
screenshot 2014 11 21 06 21 13
http://www.bloombergview.com/articles/2014-11-20/money-rolls-in-for-the-money-managers

Merger Mania!
screenshot 2014 11 19 06 29 05
http://dealbook.nytimes.com/2014/11/17/mega-mergers-popular-again-on-wall-street/

Remarkable chart on Japanese private sector deleveraging during the 90s and 00s…
nE4oe3Sf9uAc2ZJa1MEjDDk9N1wh49p2RS2blUKbmkaHqJhdONgcxYGC9rHlvDItADsUmwV6HLaXqGqii-CHrCIeG2LmCBecH2q5PXutPvfypA-c5wK7ORMLpisPX2N0Rg
http://ftalphaville.ft.com/2014/11/17/2045622/japans-debt-problem-in-perspective/

I showed this one last year, but it is interesting enough to show it again: global weirding (and what it could mean for the world economy)

And here is another clip, to show that global warming is here

Interesting chart: stock returns are often a combination of both earnings as well as PE increases
B4h5Kv2QY-YA4Sc1gEf_MNpRhmLmVg_ol_mDiJ2uLUX02BxMO3B1KbtcI90TF9el8M6wu-mq8Mvoj81Y-WjhRWf9tP-z6eIBKPG1c8QlPKpvydrnIgWD_1IGzCfdzN98kQ
http://www.bloombergview.com/articles/2014-11-20/ritholtzs-reads-bad-timing

And for the good news from Greece
fgkWjKb2IOOPgFT9rep7epnhOsEvmSAWpwbdFzn_iQTZ3Dnuh4ZLTSfVbZQh2xBl43kdYtS6ZsEL9-4N2gqscLtglaP7txLzVlwXEJY7GIr9RR5SfJRweBYEghCwqmz5pg
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-7

Some perspective on QE. BoJ and Swiss national are the biggest compared to the economy, but on an absolute level, it is the Fed. So far.
pOda7H0Hl8uvdgbwy0csq0cLsawWWCvxOp9Cwww_w1-IhSQCudb_kvo5FnDxgdKLgrYfY-_zvP2-fgfzEAdkVO-6PYt8FAioYm1DMHQreRBtNu3E3sOYSH0keEbWiJ5Z0g
http://www.zerohedge.com/news/2014-11-14/axel-merk-why-swiss-should-vote-yes-gold-initiative

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

It still is amazing to see those huge swings during the 1930-50 period
d0XQ7hyAardCFQpmKhcpa3iSR9V5pLw4CKNWtth69bjh6iFLtMu1HOEIWg5A0XPceCPBo5XmLEvOYiYp2xV5mQuEASEkLVeQQdZl_gCVttC3wLC4leZC9IMgNsaMsFG8kA
http://www.cbsnews.com/news/the-permanent-effects-of-the-great-recession/

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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 in Economics this week: November 21

  1. Pingback: Best of the Web: 14-11-24, nr 1113 | Best of the Web

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