Best of the Web: 15-09-03, nr 1284

Good morning. According to this research, we should be invested in cash right now
http://www.bloomberg.com/news/articles/2015-09-01/the-most-downloaded-ssrn-paper-ever-is-all-about-market-timing

Then again….
9sGM3PFIRTtF4ncqJ_EV90BG22qxwoSH2hQEM5oAggsuzEJZ0wGZmvfiLbpTLhQ9McJYUwoYV6VVyw7Y9-O1GZAGyDweAAg3lWhfEELeu_NTtcfqScn3BQFMfuGfdbo-rXF_X_Mi
http://uk.businessinsider.com/deutsche-banks-jim-reid-sums-up-everything-thats-terrifying-about-the-markets-2015-9

“Blockchain for Banks Probably Can’t Hurt”
http://www.bloombergview.com/articles/2015-09-01/blockchain-for-banks-probably-can-t-hurt

Cool chart. The red bts are the bear markets. They do not look all that impressive, but that is thanks to the three big bull runs stretching the axes
FEmOpRdpuT4LtzOD1gw4LFVOc8IafEmGE9raGjC3w1p2vsqhUbtCB7Cxewb8Efd7xUarlsxZ8IfM8xwNigcwdlND3gkVLyfHztlN-DmiO7vbe_mx0mTbSO0ed4Z1K-t9USnlzfNZ
http://www.ritholtz.com/blog/2015/09/long-term-market-recoveries/

Well, just so you know…
6HLPmbTz_3wSu-Wil-tG5_Tsg-5QVOQZUqW9J0WpBfK4PRwaQXlHRt7ZBfkQLGUwKzKPNdfSHden1saQ_qaz4YMLZ1aJwsMew4r06vun7p5YBBqITLij7D6346SZU0oJ2LZz6BT3
http://uk.businessinsider.com/equity-correlation-during-global-sell-off-2015-9

Some perspective on the development of industrial production
eMzjJ-LUWxmAFfQvCxssWvFEZ6pnkpfnXWruFZe5_bDZUqnupltNll8ZXNxMH3tJrTlBZghSpxS360iY_ucvHrW-cFukJPbK8YfMB3dzJShAltZqSTfQzihZlPlC-6oLdF6Ec_13
http://andolfatto.blogspot.nl/2015/09/on-chinese-fiscal-stimulus-memory-hole.html

A bit of perspective on that ‘strong’ growth recovery in the Eurozone
eXj-yf48dZs2pFA6LW-b-57S7m1HoUOCySMFgLJMr00tPo1y8Z7eH2AGyPPUNFlCgYtpq_1gHTmRYV1CnQB5fqQTaCOlAeZqRB4cNCo4fFz0En6Lq9jNg04zeRZEiFMuBIqXvm5H
http://www.economist.com/blogs/freeexchange/2015/09/euro-zone-recovery

M&A not heading for a record in 2015 after all?
xNU1P4O7rDTTUUY1gHYUqV4Rztoeh7_tP9pl5hBwEcA6JJxtLo-pyPds8kE93SvI8d3JL7JU23ydlfEX10r6IE1k7KxWBRs6OOLoT7yX4LOYJq5T5KehCnM8DiApTaqcnlBfHc88
http://uneasymoney.com/2015/09/01/more-economic-prejudice-and-high-minded-sloganeering/

Not sure whether this is useful, but here you go: ownership of UK stocks
JcZ0LgyVjTXs1KwR0Mq-OY7iucXMsIa2uV0EiPfhl2s4mO8EP1UfU9lVM_069x7phbKYlB_5tyWQjYC6KkBDq-w7eCahPsM-1XYhDdpepLsAVFDBPcRs4HWAHlmwIn6SXClIQjxB
http://www.businessinsider.com/ons-statistics-on-uk-share-ownership-2015-9

Betting is big in…. Australia
nNx_wFCwN7a3feUjcHM60nNDEIEsoPjfzCtdlnUruT2ZQ7QwhF1XA1LSwQLNrJZWrfFaujByVFM5-K3ylNzrsinLwuTA2I2xB84jaAKRrTinlKME6E27pFnw5Ety8UhGf2SCPx75
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-0

Interesting chart: the difference a month can make…
g4R4Ao1iJaFKsIrlRD-YwKHD1vh2GI3O3bQ0WMigJrpnXtnbBaItJ-KQVyKltUS2fQO58Bz0fQjjQEQ8H3ASjRlloKO3II5cdNVBxoeCHvq9TAv7oAS_o_9UQk1N5cHnRdYSPtr1
http://www.bloombergview.com/articles/2015-09-02/ritholtz-s-reads-maybe-it-s-time-to-be-in-cash

Energy is having a hard time
vN3tqzwfw7U0rqOQnhkJUeXCPaKSOBeXNHGs3Xn9pcReH2uafSDoi5nKQ2qqS1wC2f8OFDzsZcTVq3yBU8R35Xh8L0kLujS4LOUXa73oSdZvuK__vRdzGYJpDqFNZwv1qV-njHNn
https://www.bespokepremium.com/think-big-blog/energy-continues-to-lose-weight/

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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