Best of the Web: 16-01-14, nr 1370

Good morning. And….. back is the recession again!

http://uk.businessinsider.com/rbs-the-chance-of-an-imminent-recession-is-75-2016-1

The comeback of Iran…
BI0tIKDiEQni40_WXAH4ykiUwE83ay8qons_kv4-j-rWy1i-glUr9_oOWXAfhDg_TE8gWLk0rosgDry4OMDiX1Bx48AUZj6aFYuvEpVibIjLc2_rm0Hl6uotg7xk9yl7YcVEf-fj
http://uk.businessinsider.com/iran-dialed-down-on-talk-of-flooding-the-oil-market-2016-1

A bit on positioning of hedgefunds. Whether we can still call it the smartest money, I am not sure, though
zfUifD46ovG_SQsC7_nCVjyKJht_lzu1prCIN5fAcS9zOhb7gBSLY5OHLZLvDRPmk7Hae7M54R-4vulSemZEj_V8MD9v1g5hLYC9CJrRHSCJkaByqnSudWLQHxxFzzhZ0RExnHrN
http://uk.businessinsider.com/hedge-funds-turning-bearish-2016-1

It’s all about location, location and location. Even with Islands…
2BsVlSLZq9rcC2CXw0pcaMMj6286WgkeaJ8kZ6TzrhOzepnQXjXxFgETngCBewNhSCA-fsVvtwPE25AGN8lWFX5kPAHMvodlPkM55nNhVj4sF0x5B7n0tcx7ofrOOJ3NDocXgjNY
http://www.economist.com/blogs/graphicdetail/2016/01/daily-chart-10

December was bad enough: let’s wait what January will look like….
QGmTU9J3-fUG-gS9EPvR0D8seTAOUP2dJYkpRla8K1Rx8UictAXXxI0ygiW5i5269AIQHAsFRoxx_co2T_ViOM6D-aRCUtCHqfpUaMHKABrLL75Dd0CNjJoKyCGbkTciYTohwhrU
http://uk.businessinsider.com/china-the-most-important-chart-in-the-world-now-shows-capital-outflows-2016-1

And here is some more negative (though old) news for China
TPQhArUMrB04VUzzVkp35EV8w5V9lrXOmErVEyZ7qSpLu66IITJek3ySq_YModcWc3Qfa6vOk_xpo8Dji12GW4PEl0HeCNhgVQ23El6isjmRyzrn8M8LghYPpMGCqqQJguREXKfe
http://ftalphaville.ft.com/2016/01/13/2150026/china-is-levering-up-almost-at-the-same-pace-as-it-was-5-years-back/

So much for stocks and the long run, according to the Economist
gEHUFiIHf3ga1VlWW_VmngNJmAtpjJ8pQ8d7q4XwTI2yUogvA7ny1PPWDioorQceYp13yt2j4LatkVY3JB6UBHiwuSMMTtgIcjZ-m8w2qXsfnaSCiqkvFzr9UEfOOZBqWzMg75-B
http://www.economist.com/blogs/buttonwood/2016/01/investing

US Presidential elections are heating up…
aQVZ9cLszkL5KGSLRevILEbzQ8cV5Zbi3tAL1wMOHyCc8bXbf40SK71Q9dnKnCD2Jg9G2IYkXyjhhmtA_yulI_3_6HnfHp4l6l2JKyKA2X3viGUwbPXFUq1RWKuSV1KJs-9N7e36
http://projects.fivethirtyeight.com/election-2016/primary-forecast/iowa-republican/

 

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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