Best of the Web: 15-10-14, nr 1312

Good morning. There is only one winner: the US
http://ftalphaville.ft.com/2015/10/12/2141976/goldman-does-new-wave/

“When is a global recession not a recession?”
http://blogs.ft.com/gavyndavies/files/2015/10/ftblog954.png
http://blogs.ft.com/gavyndavies/2015/10/11/when-is-a-global-recession-not-a-recession/

But to compensate: here is the impact of the oil sector on US earnings
energy
http://uk.businessinsider.com/q3-eps-growth-ex-energy-assuming-historical-beat-2015-10

And here is more of the same
revenue
http://www.bloombergview.com/articles/2015-10-12/ritholtz-s-reads-how-to-beat-an-efficient-market

Not particularly shocking, but interesting nevertheless
L8IdvcLGSrzyAIl-3tTaO-fNdmjgqn-3JZc3zuhJ2yIURIYbDoNYutdcYcniCEVJwKSAkUf8dHUY01lfw_LZgJEUyLR5exkiKGDOodCb6KpsrWx7nTtxsTMwXsWuYbTvOQegZodP
https://www.bespokepremium.com/think-big-blog/sp-500-sector-weightings-2/

No clue who is supplying this kind of data…
ddhB7dWJ6mNlS2GjuXeMW15jSdWmV-JRk_h4oa15Kf7-q53JdnZbFT7IQNRtDYvb1pCU8V7sCUDFGhMx-HpPiTxxiOahJOilC6_5gvl_u22tET2ZIuOZ8pO4_DGRBvl0zX7aldS7
http://www.ritholtz.com/blog/2015/10/5000-new-centimillionaires/

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 Do not quote unless specifically cleared beforehand!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s