Best of the Web: 15-11-30, nr 1343

Good morning. A bit more reading on FANG stocks and how their stock performance looks like CIMQ
http://jlfmi.tumblr.com/post/133953173810/is-it-too-late-to-sink-your-teeth-into-fang

Some thoughts on that Chinese devaluation
0SkwBAUaTFaeusxjbaHtQqBDdu59oewkPH2jIbAuikdJD4AN-p839YdayHpLF-ao8lR_Hha-JQrRKylK0C2p26EiACxihXWrG8uPJmKk230aVupKp2wgF5MacDc4hezkM1g1AocI
http://ftalphaville.ft.com/2015/11/27/2145991/what-are-the-chances-of-an-actual-currency-crisis-in-china/

Look at the black line….
uBDxrWHVu3pk12M7Kx4Eoz8tF7nquGtyQYl0wfghFA8qk9W27EkXA2vQlOiv696C5w0YHoUfzyswS0bCwkbdQEN69Oy1e-lzJhPdO0MVS55xqrkyQNKEy4PPzs2EublquYCWQrnV
http://www.voxeu.org/article/sovereign-wealth-funds-new-era-oil

Chinese bonds are on fire…
YJz514Zkk2k6MK9JJ3FC3IDkhq8tDlqONf-lk9yvKp5D44Ts9JjPdFwKyfzWn8bpT8inXS10qfdTPwsKD8GIKdgNHtaGWO_w8AkPPEVEByr8sqUYMbVVjPKdUKUfgMLuO-zd_3D3
http://www.ritholtz.com/blog/2015/11/weekend-reads-198/

And we know where this can lead to…
8lUmL3sdci0rR5HIGIcMA7W8I6YVWTjcT3BEC1y_9WZsh9r2Nnp9len7gUUoNE-WyKQmtucy0yO11FTABzmmXomtgD0BbmkeHD3bxjLfIWDRuFgYkMC7dMjnus3FQsEdVsiv2x-P
http://uk.businessinsider.com/negative-interest-rates-in-switzerland-have-made-people-argue-whether-cash-should-be-abolished-2015-11

And -yes- the schedule for the week to come. They fail to mention the ECB though…
F9q6oWgZILzVPtB-4sGpHyGAH3LGIMMZfYNI3Et3O3dfaupwtSji4cKPQ6nGiMsUPUzpG5NAK4nZgL-Tb5y_zok6TzHJdMofJ_ruvlyc5RR2kUSj5-6rhB9cuJ7Y4IM7FHo31rUi
http://www.calculatedriskblog.com/2015/11/schedule-for-week-of-november-29th.html

 

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 Do not quote unless specifically cleared beforehand!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