Best of the Web: 15-02-18, nr 1168

Good morning. Can it be true…? Are we finally seeing capex spending recovering in the US?

http://www.bepokeinvest.com/thinkbig/2015/2/17/manufacturing-in-the-new-york-area-modestly-weaker.html

Forgot all about this one! Best of last week: all 12 links of them!
f9vUWqnqhOL10MavmqfXloXdu62pmqzhdMk7f_q7P6UG4400sBeooPztdOlSEprYa3bm2uat1JYMR1TC0u6hIhNd-Ib2LUBCBUyGFaFL7cqz0vCK0hVhatVBnrbFwCsZ-e0
https://lukasdaalder.com/2015/02/13/best-in-economics-this-week-february-13/

A feel-good cart on tech stocks
vRZ0gfNZv6aEiHRbPu-inKG2lXihg_4daE_Xd9l__bTESg03r1E4huBoSyscGZ2RPyLZ2SW9qIkuVKhHyoaU-pNHYKBzhhnqhiPeq077MztKBtt40-3mg4KeMJk9kfuddls
http://www.ritholtz.com/blog/2015/02/tech-leads-the-way/

A number of interesting charts. I like this one: the plunge in expected earnings for 2015
mYO_ElVBsdt4cHE38EOQ0bZ34M65Gw3IzP1qX1AuzanC-rqNAmSIApoAJSF652DYoCqlasYPDRVAMgOR0ZjUkYz80bQGaQLpCquAWjhW8YTnkVSHURg-h7Q8SFlw65gPY3g
http://uk.businessinsider.com/bi-most-important-charts-in-the-world-2015-2?op=1

212 pages on twelve scenario’s on how the world the world will end…
d7d6ryXixw-UG-hbrG35xKI058AIv9dG3ZQ6-2oL4Zy08xSEB-KLT4_2OweHiiO2v24EMGcKbEJXP6bHSeHCHfBO35iLIBlDosB4drdYOk9kuvTbzqI6FbFrb6DsN01PRm0
http://globalchallenges.org/wp-content/uploads/12-Risks-with-infinite-impact-full-report-1.pdf

Hybrid debt. In case you are wondering…
Slide1
https://www.bondvigilantes.com/blog/2015/02/17/hybrid-debt-another-beneficiary-hunt-yield/

Stock returns. Much more often positive than negative
WChmF04USUTUIHjxM10SvyVUXtJ2WV-vaRytnz66O8gAgt0nNvydJjsYyMp8qV1Zfezj0RqfcAwYgfvYQgtjSxsxJhxYVBic2j7b2ydn1L5YpuwWiQyWKFQmMpj-iPYEPLU
http://theirrelevantinvestor.tumblr.com/post/110905326098/the-huge-historical-bull-market-bias-in

The chart is old, but still tells a lot about the mess that Libya is in right now…
8694f28PAd1jE3Fm6vatiMxEh7Op5aQObfL1mlY08Cpf02C_Z_Y-Oh66g-qDwH6dNlLVlK2JWwbR0jDjjKTFf2_V5qk3nAHYSkb8m0Q54BMDZKChVGBoKlfwQ-MuRisYKgA
http://uk.businessinsider.com/libya-has-48-billion-barrels-of-oil-but-its-industry-has-almost-entirely-collapsed-2015-2

Stylised supply and demand…
6Pszu_lMN4hd4t9dpOmsy5qKmxyvzDjlAgdS9kNe1hnSnxD4-aq4SMiRQaRdrTvKbf78FD8mNp4n2N-BE0K0eBbD8pn5MhRbbcGYdJqkEe1zGxAvP6pfkfQLQd7De_8aKUI
http://blogs.ft.com/gavyndavies/2015/02/16/is-the-oil-crash-over/

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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