Best of the Web: 14-11-25, nr 1114


Good morning. The 12 months before a rate hike…

http://www.ritholtz.com/blog/2014/11/the-easy-moneys-been-made-fed-policy-and-stock-outlook/

…which is at odds with expectations of the bigger banks
nppU9L45_o8Yq7J684QcT9Ks0NbZvzbmZtyxnqvahi3HM_hxzR7jMiFHU6hcodGY4evwAQ3V5Ekibt7ifWU_VBMQbjGqMnkZz-vICLl6nYq_9qe_Dnpx3REGymWA5m7tYg
http://online.wsj.com/articles/sign-of-health-for-stocks-weak-2015-forecasts-1416790418

Cool chart. Not sure about the message of the blog though.
n3Kc-cRsOO2RqK-vjdVq8VWx8ps2C__CmbeMd9U4Y0PU_AwyfidUnQXwoOk06EminUvSCw1lfcYHuzBRY1pmwZrP34mfr6O64i-lrCyYwQncgDm8M4Dh4iaj-WCwTgVieg
http://www.zerohedge.com/news/2014-11-24/brent-plunge-60-if-opec-fails-cut-junk-bond-rout-default-cycle-follow

Military spending in Africa
M_WUfrNb65R6XAuFoPOppZwGWSKclSa4sg4dH0Utd00RK_SoyGNjGDHH_8E-7GSx8BUiZnT9N81EAlyri3q8cDBmPNyDVS3D4IjeISc5oGky5UIOeVpO8XBwoPB1SFYALg
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-13

Pretty serious, if you think about this
64hQ6CnJBpa5Mk1-rNhw-vLgeAvqXTDisK8XO6rV8yaXC-XlW55MS08d08R-9a7dtroDmmn1px-bqSPhirClWrG-FXIdH-QIX54heycTdwjvzddvLheCDaP7gVQWVBj-xw
http://www.washingtonpost.com/world/russia-unnerves-its-neighbors/2014/11/23/ef79e1d0-738a-11e4-9c9f-a37e29e80cd5_graphic.html

Job creation in the US has been pretty red, so far
yh8oDLDfQdF5Wn5nW_k6sv7Gi5dHSKsk6lRgmXp9R5o3YZGIqKGGsVr1Et1hELb7ZgG-36Ndeg13H1a3pyTCpQhczME1M_rnet1McuvnWlk_7TFUhWl3rHrvQoCTYgy1Pw
http://www.businessinsider.com/us-economy-is-close-to-being-back-on-track-2014-11

I have no clue why these cicles are grouped like they are, but I do know it is about robotics
jiyZ-RPs-aADnKH1wJ6_B1NEznetrAaE2ToH6pVync1YG0n1Zb4RN-XaJlUzNDeTqY8131fCF5OV7-yGbbxrytfeyzkhlfEHX6ChZT_-0EPlsRaUx9vUiPSz5mQ9ISBOXg
https://www.bcgperspectives.com/content/interactive/business_unit_strategy_growth_evolution_of_robotics/

The state of the Brazilian economy…
BCerPVP_fgH_svX18JJK6aONkycKWOjkwpQ5BjLgu48yUICckbYIZEB9p34cueiFXeoJvieqqrwZXytkrbVq1Mdxbrzd76ZWLEJLSP1cYJANYukKPGef6O73G6uWg8yjqA
http://blogs.ft.com/beyond-brics/2014/11/24/brazils-consumers-gloomier-than-before/

What has gone right and what has gone wrong
Jn9Sp_rEonEy5XxLYdocOWp5UQS-mR5DC-hirg9mKI85o6bmATrero1H1XHqt1uAg5TtsSTaXIqLLrPd0emNp_A4aUr4tTLgD2DDptXbUcMHp-YW0OAq7nag4jkOV4gbtA
http://online.wsj.com/articles/what-big-economies-got-right-or-wrong-after-crisis-1416786759

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: 14-11-25, nr 1114

  1. Geachte heer Daalder,
    in de denk-exercitie over rendement van aandelen versus obligaties mag het meenemen van de inflatie (die nu even afwezig is) niet ontbreken.
    Normale obligaties volgen de inflatie niet terwijl aandelen dat, met vertraging, wel doen.
    Met vriendelijke groet, Jurrian

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