Best of the Web: 15-05-27, nr 1228

Good morning. Interesting line, but I hope that this does not imply that stocks should be trading at a PE of 60…?

http://www.ritholtz.com/blog/2015/05/inflation-vs-pe-model-1965-to-present/

Cool chart on the importance of buybacks for the US market
3jUSvZH8AwKUNJ_34qOc4s10zOdIG9k5yyopi0JhTEgsvsf-qqkfsUHmT3-uC4I_7PwahmZEqY9sUHnHKe_IsLd4unmrKrn_UBka3csfvkj2m8H94dXxxSCoI4svgE7cqrAWBxk
http://uk.businessinsider.com/how-much-buybacks-boosting-earnings-per-share-2015-5

On the importance of good inflation estimates to assess monetary policy…
gh-4CHlRvoYp26GpdebnAHT6AVLFQwZDxwpcIN_7lfeGtIoqhttaD7eUZKXK0jmVUMxahhdrZqEXixWAb3BA1sAcwBLIwRxmpEbYOwbF3zJDIgrQvp6Ak5DzdaeENq9wzGChahY
http://blogs.ft.com/gavyndavies/2015/05/25/technology-inflation-and-the-federal-reserve/

How much higher can Chinese stocks go?
4USyxZiLPgkxjs8id7T23EdLuUMNlRW_jSPp4hH9p0IrsqXyowqE9hK7Qi5QqTtQcOZEm6HqmeVj0EgDhYaHCgwunTpYAnPmeoR_G1WEZyMgJ9moz9WdI6tBArqoTGEjxKcqBBk
http://www.economist.com/blogs/freeexchange/2015/05/chinas-stockmarket

Emerging markets, the short version
YYs7tsjqXRwLU5bs2WQEEDNrI8dSHLjUktgOUvZ-CH-8mhVJ6z6ylxpjh7hc5qsCe-eEy_afIZfIEu51W5tNEkuQiJfOQxOgwovC_mnifQGFKGwa5PxcsK0Foo7bhFNhz1z3hdI
http://uk.businessinsider.com/worlds-big-emerging-markets-2015-5

Some comments on the decision to frontload the bond acquisitions by the ECB
NHvM10sA6MPBn-PcyN3MXU9j-gQBgkQSS7jS0YjdinARmOQ3SkZr-G-tLhFMBs3n-ZnL_SUX3snCEozT6i0MTc2xiH8-U4e70nmNsyzmTeVGakFZ3NCw8pg38tRuavF6KF6Ozn0
http://ftalphaville.ft.com/2015/05/26/2130350/of-mangled-markets-and-chatham-house-rules/

And even more on low productivity…
LjFU2Tj_Q-lu1hggLxGhmYfUNR3BJNvMPK0XNqioU7WuravFc73cWbgED8sHmebgQc9R82VsoNsa0fGt-Fm7oDYmiL-5YeGIzzZaUTAwDDCts23ZRKwkkKKEKikRW1C7COnWkyo
http://www.ft.com/intl/cms/s/2/cc8e68bc-ffc1-11e4-8c46-00144feabdc0.html#axzz3bFPWLrtt

A golden oldie: the misery index
9Sz9v6SLsJOrB6FOcREot8y_pY1v21S65PRyAHLPv5Cql5L0j7rI-l2SMhUJo8AYwyga7wuh2oUA-Ze-a7_dIjJr_h4Euw9DOxzaszr-ZAhPwKqQjgU9_rfjNg6jokjsoTQW4vY
http://qz.com/412366/rejoice-americas-misery-index-has-hit-a-59-year-low

Who is the biggest employee with respect to renewable energy?
pjq9fVtb3oHlN9Moz17UvfpHPW5URcpQVP0u5XqPBiO2aA1rjmoet6vUYlybUZt-4NFuleEJv2b97t7M1XAc_a-mQXYYqHjA37mpmNM2vDYDZz5EQWBryycB58LLQNFajCJQhy4
http://www.vox.com/2015/5/24/8646891/renewable-energy-jobs

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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