Best of the Web: 14-12-17, nr 1130

Good morning. Cool overview of very simple charts showing what has changed since the last time Janet Yellen spoke

http://uk.businessinsider.com/janet-yellen-press-conference-change-2014-12

Some perspective on the current sell-off based on a portfolio of 60% bonds and 40% in stock…
pDyTpbYw9Z6ntW0DoN-CbYh8vVsdvDIOd2aR7RIAPbbHO4R_Qf_D5hj50JIK83y0eRMXZyTJxXoWn9RyoYpUV0HitJXfVQ71U4TMc5AHIQOAL1HscZDAKm3qPy3GDFdycA
http://mebfaber.com/2014/12/12/be-a-good-loser/

Apparently, oil is heading for a strong recovery…
W1aKdLdFjiHjsdpnBkgNubv0LJuM2XQfgW8qawtkYi4Y1IpsA-rhCaAkTdWaC1QF1Scx-3QcRQCAj9w5wLWQx2OinwC0r1-E7t3ZytVn4b5WULbMnhQQBG1cCSjzgCcIrA
http://uk.businessinsider.com/oil-price-is-headed-for-recovery-2014-12

…which may be just the news Russia is waiting for….
xZs2hkL5gg_55yciaZo4344I9bE9zawe0pBCCLDck7Ld5xIM0XrQpT75SFpc-pT83pldx0-IGb_ukaD-TeVGXwEwYAsnxO0dg1X7IhRhNoBOjh4Hx0kjLVddNbAqAWlxrg
http://ftalphaville.ft.com/2014/12/16/2074181/russian-foreign-liabilities-in-perspective/

The world conflicts all mapped together…
VwuY43vA0p6Nw4Lte8Eh-K3BI9G9a_I1lL_bbakSbzI5LjC9DLbkipX1MRcbjRcSfa5xhzqk1fclbDJAjvgtw4tTZzMfVsGRPhxz4Qd-Q-lsxqzLUmVAXZEd4qcFwXbF4Q
https://www.bbvaresearch.com/wp-content/uploads/2014/12/Geo-World-Report-2H-2014.pdf

The change in composition of the male US labour force…
USlSAyPSHuq8r-dKSsNFOPzRVu9UEFpI7aAMDgZaN3BZERUqwtvFhPFqDzcPzpc5OyOZfiE9WSlVzM2W6oEegvN85Hw2gkgiB7CQj8hu0V8GgMMyLcLybk6Y25aVEe07mg
.
iqpsiSb0FXMc2RouQuyhtMLWGnR-jYgqX3scZSYi8_oUY3P9D5lYMEyxbRCtdR3r7Hm7GRE6Rg1UF_2qH1DvdcEchQUcjynM5X6sI-XyKQS_VWNg24judklD3ZCeJe5-ZQ
.
Su-24bgnitUgt64m5KoUmRZzQzwrxOvXT6wOd9Jy-sWfSmjXtUNEnTFX2zqkjt2U_VulizQK8mbqKu4O2xTZF_wKNZxPUs_0aDYWblx07NCZ4Sy-xxX78LOupgVBNJE-RQ
http://www.ritholtz.com/blog/2014/12/the-rise-of-men-who-dont-work-and-what-they-do-instead/

Active fund managers in the US stock market are having a difficult time…
I2qu0H9gkGSJ47ighIJi-J1hM0j_0bkNatEJIxooXrc9xCMCQDeIG96GGoq-xshQIQYbdylCXQIUT-T1SjjIiInWBKFg57CNF04ByS-cbN6AXaI0Lhmua3w1I6EdufccOw
http://www.wsj.com/articles/retreat-from-u-s-stock-fund-managers-accelerates-1415048462

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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