Best of the Web: 15-09-16, nr 1293

Good morning. Cool chart on the importance of china for certain markets
http://www.ritholtz.com/blog/2015/09/china-consumes-mind-boggling-amounts-of-raw-materials/

The question always is: how can there be net sellers in futures? But still, here you go
w7VSGlBMAr76JuwV-eEY2zmQrzjvsDRzH7IjMbpxVl6phQ9fdc0vuVxUOb-0l32qCbFqLZdizTP9WOjxWR72_tsiRbwtkUypxoxMnJ613DCZb7YM-OPOwAPh8fRK71_Kdw=s1600
http://uk.businessinsider.com/funds-short-futures-long-volatility-record-levels-crash-hedge-2015-9

On the fences around the world
tTM_DZ-LtQskXz39OCC7qcI7OpyzfDwkHR_90B3DHmHuXSwdpfcNqEm2JpV_FwlBaVI_52a_juH4lMQZBeqePofJzEkWmUbMOMXZca-4Az1pwXTg6vWaAPIW410-pPzWEQ=s1600
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-10

Some sound advice: don’t trade in the morning! (or, adversely, as high frequency trading only trade in the morning!)
KD2RTHkaoETNwa6wyjs6ITkP40YMjXXHKSHYNTj69GiyZmkr5bHrJRJ2T4B5zgaNghRPXn1IrARR8W9482u7MkS3T7cr1TW5HGv_hYEYGeGuQudZCFXyiIEup6O4WsOwFWE=s1600
http://www.wsj.com/articles/early-birds-suffer-in-market-1442273794

Ah yes, Fed week…
IYQLT2PDhQZCosJLzsAKu571oy9f8bhLgq941sueg5LkOtV5yb-p8G9ZMAXnfTatwWcFn1MpNmbd8wG4v_gd0yqnqAMOEk2MXg5vjeyKfUQBKArEKpy6AlrxPyfh_XbkXA=s1600
https://www.bespokepremium.com/think-big-blog/rate-hike-odds-still-looking-unlikely/

Interesting observation here: as a momentum investor you should be short all asset classes…
major.asset.classes.ret.252.2015-09-14
http://www.capitalspectator.com/negative-momentum-weighs-on-all-the-major-asset-classes/

Interesting bit of perspective on the UK housing market
UK housing market affordability debt servicing mortgage HSBC
http://uk.businessinsider.com/paying-for-a-house-in-britain-has-never-been-cheaper-2015-9

Now there’s a shocker: insider trading is profitable!
proCDFtuUgm8lT9KotSCDpJ9BwL13FenAgMdZaOj1IjyLgT4wMVRHpxw1RV6aTncW7mgEEsBnqX6V-CrVEYE1s4PxAV-2zCO5Co6qhsRZPzaL0n6ZpXYqGGqrR1KLQ2IgJc=s1600

http://www.wsj.com/articles/insiders-beat-market-before-event-disclosure-study-1442280193

Interesting chart, but if you leave the blue line out, there isn’t that much to see…
JPM Chasing bubbles
http://uk.businessinsider.com/jp-morgan-1-in-12-chinese-loans-will-hit-trouble-when-the-bubble-bursts-2015-9

This one makes more sense…
xo07gHVsOj7T95wsGgQ0mDH7O3L0MeqW0sGHr5_wx_Kmc_Gio_1gohQzhHfT081GSie2txE649UdtUynLfvPG-SGoua67yoHkLGBy-GFM1PsB68M4CTfQ8LCEQ_EuK5Z=s1600
http://ftalphaville.ft.com/2015/09/15/2140118/of-the-fed-and-asian-npls/

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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