Good morning. Can it be true…? Are we finally seeing capex spending recovering in the US?
Forgot all about this one! Best of last week: all 12 links of them!
https://lukasdaalder.com/2015/02/13/best-in-economics-this-week-february-13/
A feel-good cart on tech stocks
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
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…
http://globalchallenges.org/wp-content/uploads/12-Risks-with-infinite-impact-full-report-1.pdf
Hybrid debt. In case you are wondering…
https://www.bondvigilantes.com/blog/2015/02/17/hybrid-debt-another-beneficiary-hunt-yield/
Stock returns. Much more often positive than negative
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…
http://uk.businessinsider.com/libya-has-48-billion-barrels-of-oil-but-its-industry-has-almost-entirely-collapsed-2015-2
Stylised supply and demand…
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 Do not quote unless specifically cleared beforehand!
Best of the Web 