Best of the Web: 15-10-27, nr 1319

I am back. Interesting fact: Microsoft is back to its 1999 high, but guess what happened to its market cap?

https://www.bespokepremium.com/think-big-blog/microsoft-msft-set-to-close-as-new-all-time-high/

As a point of warning: this guy is always bullish on stocks

LvL2wgiEXVpxZXbrIG-ngOW1oL-gsSIBP0YNFkSMYUq-_WAfk0JSyj9f_nHMcDtvwC1lmAwqyJJCFcajapAv2hSMvqDwljDl6OF_rEQRSK0O4z5zfeaLDGF2IfILuv-CzsyOun7-
http://uk.businessinsider.com/monday-scouting-report-oct-26-2015-2015-10?r=US&IR=T

Interesting topic from the IMF: “The Fiscal Consequences of Shrinking Populations”
adYda9HPr2I96LsjpBWVS1q3RlthBFDSY1_t2gdb6DeJPbjcZeTyMedxyF-rOkDibmfeviCb97rK3sjcT4UrrIdCXHvJ1d_Aq-pLy0xis6fbfSjz9a9uib8da_Hi6vWp_IcRgNOJ
http://www.imf.org/external/pubs/ft/sdn/2015/sdn1521.pdf

I fully admit that I show this one because of the glossy pictures used…
9hVf9OxzH22nBuuwaAuu0uLAqFN8B9lg0q0LZMLg_Gpv6_O4s4KcVEziiCQI5kGJBi-eC4A8sDnKCxG2wtAyHXyTs5qBUa7HQl3P1oA4-jgEY6mUUKOErfoCGqvQbwmoJ6mj7n_P
https://www.scribd.com/doc/285818154/The-Scary-Debate-Over-Secular-Stagnation

A number of charts that are worth to take a look at. Like this one.
s-OnRLyRul78-WU8BqLmeljt-TYkBW33DaJEWwDldJtYBTBH4X7PqBeXwLbD8etldSaV9LwOD4WO7XjOKhrJJ2zyWh3XPEb4e5xcm_p7sjTeN1HaYfPRMia2PUN9Df0BXR07T-YV
http://uk.businessinsider.com/bi-most-important-charts-october-2015-10?r=US&IR=T

Spot the pattern.
Cajq-iYSbXkowqmhIGegSwNzvx_sQM3rHVuHRnkIwnhXFqgCRWq027HC-nqvC8_3BVOkr11Vj6TcAGAv1oLt5JePEFqnxbRoXCsqsVNTcTgUZOB3BDMoN4jN-ztIVyCqDKHfVSMH
http://blogs.ft.com/gavyndavies/2015/10/25/ecb-and-fed-reverse-their-traditional-roles/

Ah, yes, the Fed’s on later this week…
WgTRKn8Of6UClbEg2b145fje4sb0PE-xjNHEy7x-7xUctq90bS08tXW7TnIVdJI_LewUX5RQESnG397i9OC2sRB_F9SNXrXcTeZGsU7Eo8DhVKe__azSMggLLhoBuNgULlW6Ss1d
http://www.wsj.com/articles/betting-against-a-fed-rate-rise-1445790240?alg=y

ETFs have become bigger than hedge fynds. Who’s next?
0P0tltpIjc0NqKBg-h98pbGaKnH8kQ8_UsTLgb8AmMMyaTjm0KB2rA6gYjMKyKdtyHuELLT_APQ6oW-QCZD7DM950QSgzM_thfJ9GtPvo9Xgebll0rjE1_ajwg2gl5HjoT8dXU4X
http://www.ai-cio.com/channel/ASSET-ALLOCATION/The-$3-Trillion-ETF–Boom-/

A bit of reading on the emerging markets outflow
URD7W03qEL2Crym2ogdiD8KrN-pZRe71gHMOJ5fcCwSQbyVydw5wDI6XFIE0_qMg51pBV6PqVYtVg2du8IGO8hpgWqGrpb2sKLOWjf90rEcF71y6j_Q1hKcBA_0PqA56Sy4u5d0M
http://uk.businessinsider.com/larry-summers-on-more-secular-stagnation-2015-10

This chart seems to contest the falling profit margins theses, or does it?
96PqF2Rb4Gg7e6WWaUHgrnbOPrfEvugpEbxLbpoSLZ_hJ0qsoLIYrUjxjXpeqSBlD6Mn0Z8_mbXlRIKJm26ekkFNyGQZDxog0Mjb105bD_U7m6jENPRbz6HHELMvv-e5VJ4rrbEf
http://uk.businessinsider.com/profit-margins-increasing-for-most-companies-2015-10

And that big pro-eu report published by the Bank of England
BeFZ_7lu-GI0bDqDprSqnEATANRFNFrVeWLTN8jFEbrnQadN-xRRzPXBqFq8xdjlXo0qs_iY-bITLSup2EDR1wtqq5tXpAlSmXQH124WRh3Ug53Ypdcu-tLw1TBwpka5ZNVN0TFr
http://www.bankofengland.co.uk/publications/Documents/speeches/2015/euboe211015.pdf

A number of beautiful old pictures of immigrants on Ellis Island
ALJRj1Ef67WEdS_z44zOcslQWtxIz_MBw3Hnvxd8jMRfma--kl0-5g5K8vny0VsjU4IKJNCtf2BuYcN0xGaWdLNO1eVbSvZ8J9MTYtHLlSLATGNzuEvi5S75on8Lv5kAl1NlKO7X
http://www.washingtonpost.com/news/wonkblog/wp/2015/10/24/what-americas-immigrants-looked-like-when-they-arrived-on-ellis-island/

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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