Best in Economics this week: September 18

http://qz.com/499554/this-is-what-it-takes-to-get-your-photo-a-national-geographic-magazine-cover/

Cool chart on the importance of china for certain markets
9SD30pKHs5-pbkMVYOIN3vQ64OkNRCpHxwLopsppDPGW-oQlbwhvLbq0gnpv5cmhKzfl_MxsKeE4FqU86HJn7aRYgBnPpaLfXD77bnEFBdIhrfQDrkvlf2xGptuDqnqwVQ=s1600
http://www.ritholtz.com/blog/2015/09/china-consumes-mind-boggling-amounts-of-raw-materials/

Some ETFs are not as solid as others…
Ym3B8gQqWGBxZV0T9TGPBkA2MdWSsggyWeMNSr7Qrh7Bzwv0d790KgIMh-r1zfYKG5j7JMA3GKmmdvghVIhAqdaJDVEmPsgoiU1FEh_W_d7iyHfYKfXV3EllfhqSdr4DYw=s1600
http://www.wsj.com/articles/wild-trading-exposed-flaws-in-etfs-1442174925

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-144227379

Nordhaus has taken a serious attempt to see whether we are close to ‘singularity’. The answer: no.

Capture.PNG

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2658259&download=yes

QE expansion has ended! Or at least, that is what you might conclude if you take Emerging Market selling into account

d-73iXahoZbRSpttTVUFzwek5djFx7em5JG5wy1E7GwaOG4j03V1RrV2Ykr0lTrMUg_SafVONUqnMxpjcvPKcEPxzIOMVgzlLE5cE_lwfSGOMbLHU6Ce7nr3DJIHH6YWZWM4bShQ

http://blogs.ft.com/gavyndavies/2015/09/13/will-emerging-economies-cause-global-quantitative-tightening/

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/

There are efficient and there are inefficient innovators, it appears…
lxjMKOO9Yj2MqyluIaAPuaLob5dcYrZcIokXkHCT2C3DxGeNBnjasvT-EjfLfLnR7QL8EeHxK10uz6vnAxdPe54AvqNhacF6dVNAiqKbJD5-N7CP6NtnsE3txX7SQV-m4Q=s1600
http://www.economist.com/blogs/graphicdetail/2015/09/global-innovation-rankings

“The “Sharing Economy” Is Dead, And We Killed It”
KfgC39hWVemXKN9zQzXu8Dc4FaE30E7vQ-wUAPF8tXrg2ZbBXL4QyWMdOPViJx9UPECpIjuyfUCzockib1PiN3eNoW-deaJ0pAeuHcmX2XIWlxzsxru9cCNy0Po2WF6mAg=s1600
http://www.fastcompany.com/3050775/the-sharing-economy-is-dead-and-we-killed-it

How factor investing has saved the day during rough weather…

AvXkY7q7GAjGBATok9H9RDQX3ljgDJ3f0QQuFpWdNjchhhjOOa3c6DfAeTMciZRHL57Y9NQfBS-AC5ulO8v9HyH_WGXtH1L1IneIIY6GJm2OEKcn7Wuq6CSpz5Y26-K5=s1600

http://www.economist.com/news/finance-and-economics/21665026-which-investments-work-best-when-markets-decline-looking-lifeboats

Nice bit of research of whether the relative hawkishness of a Fed member is related to the inflation regime of their young adulthood

Capture.PNG

http://www.nytimes.com/2015/09/14/upshot/which-fed-leaders-fear-inflation-look-at-when-they-grew-up.html

Nice chart on drawdowns

2buK-K9SQvvPGIXQJ-hWf3Rp576kTnTOmr_bkEvJGZ_6fJPVPLFCi3Ia5p_xpYdRo_stRnbOgq4nV8NXoEm92J3k4x93yZWUvSfT5J7T-54djgBFDhd4XX_zDbPngbwM=s1600

http://ftalphaville.ft.com/2015/09/11/2139877/rejection-charted/

Cool tool enabling you to see what the Fed’s projections were -say- three years ago

Capture.PNG

http://www.bloomberg.com/news/articles/2015-09-16/how-the-fed-s-most-important-message-became-enshrined-in-dots

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

El nino is coming! True, they said so last year as well, but who knows: what if it is true?

FBvWVu-Jbc-7xYF-_zVHKeYHGjzSWUeDaXfBu4v-hj9syROs2xoH8q4nm1EwSCY2NviOgt_Gc7K7I2gOV9OFk5BzLuX7QB0CVLGC6uOT2b-ghSx4OYvFpuFs4kuR2iUxoiTWOZ5x

https://www.bondvigilantes.com/blog/2015/09/10/el-nino-coming-effects-gdp-commodity-prices-inflation/

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

The ECB will start to publish the target II country data from now on

Capture.PNG

http://www.ecb.europa.eu/pub/pdf/ecbu/eb201506.en.pdf

Vulnerability in Emerging Markets
m2qORbxP709t19F3bP1fo9W0_9CgQdqIT0s-ynGhRpwmw6jcHtSiIQ7xzAwkQBzEn9iXu9V-Q7os9iXmIY806WaMWVgvR87IrNZ-tHpW1ZL6XKngAsO-vrmWndbHHmSHOw=s1600
http://www.economist.com/blogs/graphicdetail/2015/09/capital-freeze-index

Bits of reading by the Bank of International Settlements: on emerging market weakness…
mtmQvQ3y033gSAsM9e_18dACUqWl0DBFzutsvsI-bzHtXBe_QYDs_Sre5dAliyWW9i4uSTas9MsXXV5gNfuYLchbF_OGxMUx1-4eUmE7C-V4nhQsNuwSfjKvbCK_oVgNBtBfuwZ5
http://www.bis.org/publ/qtrpdf/r_qt1509a.htm

On the plus side: the Asians seem to be doing pretty ok…

uFcLO7YC2rBTYSZzF4NqD_QFkazjmfiRUqcR5F-NnApEYC5Z6ko-ha1-9Jcen6sY4jQR7kouF5xjzDw1WgpCot1DkVH0LBmb41ejn3gPcEWbCc50lzQcw-apqkq6sdO_D-k=s1600

http://www.washingtonpost.com/news/wonkblog/wp/2015/09/16/lower-wages-for-whites-higher-wages-for-immigrants-and-inequality-for-all/

Cool visualisation of the beer companies

JJoVdxh-zH6NtJMcMm8AV2vHC-3fDKgWTOVWjYKR1GnNHxWDvI7A2ODj69m80UjxONDYZkQg9PHwNrOiDJN6bmtlA1atUp8EVf0-ObzhV-tO6co-GSQgsMd68h64V7TJI_0=s1600

http://qz.com/503392/this-is-what-the-family-tree-of-beer-companies-will-look-like-if-ab-inbev-acquires-sabmiller/

Nice one for point of reference: the QE timeline

aOHhOQb1kgOnyWjOhiLIeAir68YZgAynWLmppIjQEBKCfp-5VQoap7u-KMtjgNy-_Lk6Qz50H8qPGXy53ssu0O_RXomrbAyhg3RI43pblEAtG-CeUHdImrcfgvuj5wulNAxQnid8

http://www.calculatedriskblog.com/2015/09/qe-timeline-update.html

You’ve gotta hand it to them: the Economist is king in making great charts

0IA4Dwwg9QedbvsI8C1I64Us32OvVSmG9Bv39xKYdhZBMkcRi2whuLhFkefONE8T7fJLJDQklHclGz5CfppYqIbz8afZbq7h_Nnc1xQ_S3y3RrQAoFo7KqzaqlexIwItUhLmDgs-

http://www.economist.com/news/briefing/21664217-worlds-institutional-approach-refugees-was-born-europe-seven-decades-ago

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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!

One thought on “Best in Economics this week: September 18

  1. Pingback: Best of the Web: 15-09-22, nr 1297 | Best of the Web

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