Best of the Web: 15-03-11, nr 1183

Good morning. Cool chart on S&P sector weightings through time…

https://www.bespokepremium.com/think-big-blog/sp-500-sector-weightings/

…which makes you wonder when US discretionary will be the biggest out there

6T8L-ogY9bEihVdDnmaaq5p2uKoqePyaTcjeon8RHr5qRDhrE91tDfYyVvNimxQGJClUBYxWSE9bPM-LjrKnRxkEoM4sLHvHFT981MjjrZSh1WYo1VL7oA-bTbkvyywJqn0sGDg
http://blogs.wsj.com/moneybeat/2015/03/09/the-six-year-bull-market-in-five-charts/

A bit of (interesting) history on a period that looks a lot like the current period
bBdViBzDMLz02UmcWjAJg-onlLYWrAKsfSQrZArkAlGGIxIq1jkVx-VXby-61uopuHnRSytwFmvmMHdRiUAB5SumpTD9OGES39ontlC4OO66SVKh4JGhGJIKIzkE8WXTZ4zjUbI
http://ftalphaville.ft.com/2015/03/09/2120134/jobs-automation-engels-pause-and-the-limits-of-history/

These charts are of all ages: there is always a refinancing issue somewhere in the future…..
Lx5Bc-AsYCG3TxeHEnwTBsbqR14rKt3LDdIR8fu397NyvIekvFT-RbZVosL-Fd3JwpkANvX0XPCU10i8bIVagNZ72LLsEw1419SvTaSyvBB9XDeOXk_KgbVLBzu2PBEVBV4FeEQ
http://www.economist.com/blogs/freeexchange/2015/03/china-s-local-government-debt

Interesting to see that the Swiss franc is close to surrendering all its gains versus the dollar
3lfod8QIBbTUeu-VieWMLddaQCbHWQBlP04UzCg1SqQtvB8EZFZ7BZ2kqZfVBj0c_g49-TNNW_sUuPCksk8l5VmcZa9AvpxwEl9fhlfvSf1Jo5hY9_bvdU7WpzenUK9ikwTLtsg
http://macro-man.blogspot.nl/2015/03/shhh-dont-look-now.html

And whilst on the subject of currencies: bitcoin is now a Chinese currency. Of sorts.
THTcDI5vTWs6busjcK3XiGZhdMnmchloDC84YvMWkB6A5R427_0Pq3Ul7-uf6g7508NZNwBBs0nbf9kOBpIvQmqzAE1bR65SOjdR7zK8z28deb7q4_t6e9vmXNh_RauSlzrfYQ8
http://qz.com/359679/80-of-bitcoin-is-exchanged-into-and-out-of-chinese-yuan/

This looks interesting: real time growth.
iq7k7zLrmhAiIld1yRfh8LBRC2afndco8lanszn-cWcmnpsotB8SZHD-NleoHWjMxcTMmZwRHRJgfFsJQbI-TkSsjiQIx13joHd_eR1T_5PR-ENcSHoTWK-hatoU-8jinVIq-nc
http://blogs.ft.com/gavyndavies/2015/03/09/global-growth-report-card-world-activity-steady-as-us-slows/?

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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