Best of the Web: 15-08-24, nr 1278

Good morning. I like this chart, showing the link between recessions and bear markets. Certainly no perfect match…
http://uk.businessinsider.com/sp-500-bear-markets-and-recessions-2015-8

And here we go again: 2015 is just like… 1998!
mnCR9ty7MiwYrnvxrGQZsNYkk1Zyfw-C1KVTpz8bsFUAk_VLribCBAVnT1GQQVz_2-5F1umaWE9OhlGm8pjNEoiJ8pzdthpnaW8DcbFxu90f4sy9Pq0DlcGaN2d1eZwGtWCHmgVL
http://uk.businessinsider.com/goldman-sachs-us-stocks-surging-back-like-1998-china-black-monday2015-8

Which -of course- is pretty dumb thing to say (in Dutch, my column in Het Financieele Dagblad)
http://fd.nl/beurs/1116254/paniek-in-de-tent

The volatility in volatility
sYhZx1M8dV6h0flhT6YmkjgrW75RAUYWEg4oTgnvMdnGD4STtaS8BI65FRH5M4LwDGi3BBzim7oirV0kTaaKcn0xvXvsi7UiI0XDmEdNALiuIv7MqMS-mtLievgMlu5N_kL2WJlh
http://www.ritholtz.com/blog/2015/08/something-in-china/

More damage… “Questions over Li Keqiang’s future amid China market turmoil”
http://www.ft.com/intl/cms/s/0/15c0be40-4b21-11e5-b558-8a9722977189.html

On why the Chinese stock market correction may be different this time
YfCibxuZiaOHjzxPRyw27teY0wgRgy4qudRAGY4GMYAeVHm4Zyyu7xNxWFDRkNUvtx1R-Mz9d_hTQnbCXVGME4CrN8PHkzty4qOdPaceo68b-iEwEh8nZMp7hT_zynz2d3j1si1k
http://ftalphaville.ft.com/2015/08/25/2138457/why-chinas-stock-market-implosion-might-not-be-very-meaningful/

Sure, you get the best returns in a deep, deep crisis. But are we in a deep, deep crisis, then?
oLFHBq0NrN1TgQpePdM1_TVT3hz2-zmOnVHY9xtHQASy_kNfD244vbkgNpKoVBDoTLMCNLA9wPWL_2HAW2VQ06FCTmlYMIRUzlNVJovHBoc0C6IOyxrNwbluHh6Dq-hM1uERKZES
https://www.fidelity.com/viewpoints/investing-ideas/strategies-for-volatile-markets

Ah, a bit on High Yield exposure on Emerging Markets
qhQqv4nlftXh1laF2X8AyMDBVH27Y6V8CfEyWOX-pE8ua1WA5IOJ80LOcTs4KDgaF1Oh7wAn1ep5vDApdEjSkGVRfcwKVN8wqbWgekXhx521GY0xP9IOfYjqwI7EUC_JFreVfuMB
https://www.bondvigilantes.com/blog/2015/08/25/commodity-carnage-mayhem-exposed-high-yield-markets/

Go Africa! Go!
qomSZvC5YoP88mpUh8M8LsXekduyIfx1teZzsmRR8BWEHOOfi6aT3tIhFxGwvcbr7BaChSkqSFaA3AgVd9CUnb2o6zCyCGovaavRkdbBvlt3SXt9oza4cZHlKAxLWQkS88ZyrwTA
http://www.economist.com/blogs/graphicdetail/2015/08/daily-chart-10

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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