Best of the Web: 15-08-27, nr 1279

Good morning. A simple bit of background on how sensitive the S&P500 is to -say- a China slowdown
http://www.ritholtz.com/blog/2015/08/sp500-sales-nation/

And this is a slightly different picture…
5p_6A2LbexmDAjdbPlvcH_eokOyRi-QS8xH2c1QEQXBsXTJzr3dVCe7MgjrAuZ-Khe9kvC7TrMcT0aYfj6MRdzXtQfZMeX4B-GDZ3kzKgeel2brd44HeRO-DYlV3zoXQeTk8egyj
http://uk.businessinsider.com/international-revenue-exposure-for-small-mid-large-mega-cap-stocks-2015-8

Mmmm. I am pretty sure that the DAX index has declined by more than 20% already…
Ritholtz
http://www.bloombergview.com/articles/2015-08-26/ritholtz-s-reads-upside-of-a-downturn-in-silicon-valley

Cool game: can you beat the market? I managed to do it (with luck, of course)Jz0tcZeikmwhZjdWAKirm4kLS7fN1ZoOrmz_E5N0T0JtX6_A8tJln5wLwUq4F5IqP7tl-OgW-xbegpNLYF5HkZPzpi7275POIyZ6YNjwZrRiqhhonafGPW11jR4d-iXMA_WAytQG
http://qz.com/487013/this-game-will-show-you-just-how-foolish-it-is-to-sell-stocks-right-now/

Living longer, but sicker as well…
96W_fwZvvaBCdsXsaRcTtwL7htDSJM2BqYSkADRMSbnKPi2TlKDuGfNGUDG6YPuEHMzFShYV_ENnfkTl58kWyldocfD-FZ9ya8iKqs6XezJ3hEOThfeSFadvCXwfygbwrxZHDJYh
http://www.economist.com/blogs/graphicdetail/2015/08/life-expectancy

Just as a recap for the Chinese market
Hsfr9jxHuKlncQbjCMulEZqAJAmAJ_BnMQYqto1BuIqa2OTnJm0COyoYgCElaijpWiBcVjeyhiFnB9lY_59nqhz2Q7-g5RLKDRmOtHkrZd5DJpTexfXH-x8d03gX7Ib8aLhVe0NO
http://www.ritholtz.com/blog/2015/08/chinas-market-and-policy-timeline/

How sensitive is the US (stock market) for China?
bOyJrwZqVsf2YFQnooB6OOANNZ6u-lxhptrrt2o9YD1emgHkjqjRP9AElpKfww8OULLwBkiaUn_y67snXn8oyjl0PwnNFp6W-xYFVMi77og4ySn9e0BdQol2jtltfCZ_36K_e7Yf
http://www.economist.com/blogs/graphicdetail/2015/08/sinodependency-index

We are making an art out of looking at the past…
UGLY
https://theirrelevantinvestor.wordpress.com/2015/08/25/a-0-5-day/

Some more reading on capital flows from China
onUE8hbAdxTtYyZI5blEr4mtGFQt86JHqYHKrFmDNs-w9OfavbQ9oCk4tkaLXqoxW8x1TStTsevY3eASkk-g_jUysEgDmvg-YMT6nW48jgVlR4V0fqDpnNghMMBn_p5NOermZvOL
http://ftalphaville.ft.com/2015/08/26/2138549/chinas-asset-bubble-growth-solution-hangs-in-the-balance/

Ok, The Economist is pushing for a new boundary. On dog poo…
QReClaaHCmYWK43U3G5VQQd1zQtL1DBxcOTR9e2iyhmYxr6D3vuCSSStzO6a7B1iguI-YoZebRW_8kBT0aePB1MKCnPuqMxmzGXwMGZQjrSEtrOt_OPQ3d7JPzf8bkj7GKBd-ZqN
http://www.economist.com/blogs/graphicdetail/2015/08/daily-chart-12

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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