Best of the Web: 15-03-18, nr 1188

Good morning. Ageing. It’s going to be big in Japan, Germany and France…

http://www.ritholtz.com/blog/2015/03/important-for-investors-to-separate-the-trend-from-the-cycle/

Best of last week. Just as a reminder.
szx0g4URVKiOVqC1ju0M0py9ysVDSm_hLhA0PzuZYomWYwPzASJKKxdnp42_a4XtnHMguKB4bk54RSE9o00qiCiRotLx_EyRn99FQuyfcyeajUgUA3gTilHiN_-n3VHsM1s61MQ
https://lukasdaalder.com/2015/03/06/best-in-economics-this-week-march-6/

I am a firm disbeliever of the usability of consumer confidence, so this is something I should be reading
OEnttFW6_amV7lf1xUB7kar-a64f9nortURDiG3dRl-PEY6zOW6kBv40xYIuTBNFOFM53LpQWPDQy-Wo4AOsyD0ugB8vbk74CY3zO4ovvVF5SWcHZS8C1G0MHi5f8qZZq-gsSys

http://www.voxeu.org/article/confidence-aggregate-demand-and-business-cycle-new-framework

Something to keep in mind at tonight’s FOMC fest
rMMlBtlgs9Qk3w22NWL8NWYcxOPGvScBs9zp_WFb3smhttICbMSVppoxovrOAwOZN-qB9NKgCmwkKnu3SBSUuMhfEmwq7Lk4AIEdwkUzxnxDv15pttR-lNlZJiI8iA_WwFkcAjM
http://uk.businessinsider.com/fed-unemployment-rate-forecast-chart-2015-3

“Bonds Hit Boiling Point Thanks to ECB”
U-ASr5uhHfi6pmKPzdYPlg5iJfqijA7qafTW0MCvhB0E17F-fcd9X82JnGHPrV3vEvHNGo2zVZyS5z9vZXWjZStKWPgdv7JFu2A1LipckOerNh0TIflxYyCkUYwBrhdqO1CW-8Q
http://www.wsj.com/articles/ecb-brings-eurozone-bonds-to-boiling-point-1426506237

PE is not a very good measure to use for short term valuation purposes…
dPPkDXnJn9fEKLO1JuQNhduCEqfjQ9fvzqH78vqnpeyRw1eoRve8W1KxdP-0PK_NMkb761f6Ow_Co97PEOejVbI7iz3izdlY2G7KKTUwJ4S865hpHyutzNNN1TB9C1V5gSR7zzc
http://uk.businessinsider.com/r2-of-sp-500-pe-and-returns-2015-3

The unbelievable rise in US earnings parked overseas…
XWsRiDojnVgNLqfIu3qWyGSGwYJ0oHyl3KgTpf1iDsXvTIR4HHNIBIYv1vg8mQGWi3uvLaFRCHsjW0lXOJRxRo4QRwV_O8O0kh68iLNyvCWnvOWCDvV32p0XBeqmccM1_gBlilg
http://uk.businessinsider.com/us-corporate-cash-stashed-overseas-2015-3?r=US

I like this chart. Not exactly sure what I am looking at though.
aK-03qWloyph4f3jEO4w6M16tpqMylrxOMaZMcZ3fkUQFAOWxmMRdHc7hl_P77btsmlMy7Qom4OjNkXMVxa4Ktz5kjaIh_dxKgCQGZVVFZWgjapj1TwyfPxJmnwVaAyNIKvinnk
http://www.bruegel.org/nc/blog/detail/article/1591-negative-rates-and-financial-intermediation/

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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