Best of the Web: 15-08-05, nr 1263

Good morning. Go long Utilities and short Telecom Services! Well, if the past is anything to go by…

https://www.bespokepremium.com/think-big-blog/sp-500-sector-performance-in-august/

For those returning from holidays: the best of last week
nu2JZPNr3rgZzC9sU6Gvf_lvGa2YuZGIEctFCc08bhCCE1BKCQ5IgEzgtCxfIP4WvQ6jsJxxEuUz2O5aYz9FPYtbCjtko-JbRedzrTMymaT557GEkki12fdgNCOxG4_TkKwMP0Y
https://lukasdaalder.com/2015/08/04/best-of-the-web-15-08-04-nr-1262/

Some people are worried about some people being worried about the lack of liquidity…
JxwH744V-r5Kfg_e8BUdVG6EnDghk0SX1vQi4JCKjqWXfASNygihYRqaiGWRNBZt0Q8MWJXjSUS34OKXPRugJgaZS5Nijs6kYYWNrpeQs0cq5U_hh9tv3fbe0-HcFPhwcwMb93U
http://ftalphaville.ft.com/2015/08/04/2135822/people-are-worried-about-people-being-worried-about-bond-market-liquidity/

Nice map on the credit rates in the Eurozone
qDxzhoKQpA3Bkxq6ltZo7k3u4vp5qX7m306W_LdEyvixUw5d9cMQ-wUxkrXuphAmGg3hkZt0d6VVcHLh4BrJ_Dn2sGB62XGTnM98flpe55qgbfVPdQaCVSUZhvnnubUCEAjS8Hk
http://uk.businessinsider.com/this-map-shows-europes-colossal-debt-division-2015-8

Ah! There is an update on the golden dilemma: the golden constant
TCW2KE4gRZykCtaaaAxdiXflquGbr82dbH9FJSJ2cfMLmDR9WGjPyMf8NL1gCJr-6glIpoBF2G1eWQ7sK4WpCZEWzAjhCOq_ddFTahicYYnZbVn5Or-KX5XXnC8oky-MvTWEf9M
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639284

More troubles for China?
NmqgDZLwm6t3nxr7OfPH_21pEhnONcEeTfiMRVJkFb3zFWxvZLSr_1HQ7hK40HROKgq-z891C-VXDMXIZ5qo2mjkj6xy5zdkeL0VWD-P66UhaIJkiQoznRWtrpBW3doaERN8AzE
http://www.businessinsider.com/money-is-flowing-faster-out-of-china-2015-8

Panic selling (selling after a 2% downday and waiting 20 days to get back in) does not work. It did in 2008 though
BRnobJ8wLTZICrsqs7dqeIj0H0mE_sZRBYCN9HPPP3mkAHA2_AELcwUnQ1ZjXoWokv_pdG3DNJZWVtyuk7CjkctMCo4-8kGbNJPbrA8fy_3C0FKn_4u8Y82GyBwJdvk4DQQ7tsM
http://uk.businessinsider.com/baml-panic-selling-vs-sp-500-returns-2015-8

Good question: “Can recessions produce career criminals?”
G2hb5V2SkeHYT_zShuFIEo2i4gelcugqvLg39cTiQulIMdiAN5uBGEyBlMn5O-TKIiOcbuIbX_5yYF9JITaec_NZ81sKd-0TofW_w-_IZ3_DLJWosGAyAAxagq5ql1J1nLaISyc
http://cep.lse.ac.uk/pubs/download/cp451.pdf

And this one is for boring cocktail parties
igwTyf9Xc0BfH6kR4zZNhdxcc3qE_35IFVHxpJoXH_fFJ0UAsiUW1ltk9El1UIM_XeRvZVw1-mToSvJaXqbzf9vJiEHm0AVQlESt9llcYZXVLN8Ggiu9L7fce1BpfE1UVqeyZ3E
http://www.washingtonpost.com/news/wonkblog/wp/2015/08/04/the-definitive-ranking-of-the-best-and-worst-months-of-the-year-according-to-polling/

And again, some beautiful pictures (via @jsblokland)
9Tj4r_WOuuayp5-2tgnjsKiBq6uekD6EMDV2FXdla8dviDTJtjYMHDjD5xtEXP6z361QV0xkCAvxjN47wOhpLRV-peajhD9NYfIBdh5q5Rf5vijWH_qrAXW6IMcqfxIaXfA_aZk
http://qz.com/471425/an-epic-photo-of-humans-swimming-with-whales-and-other-winners-from-this-years-national-geographic-travel-photo-contest/

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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