Best of the Web: 16-01-19, nr 1373

Good morning. Latest GDP data from China is out. The underlying volatility has a high Madoff feel to it…

http://www.reuters.com/article/us-china-economy-idUSKCN0UX04B

Here is a ‘gutsy’ call that we are heading for a rebound in stocks
5c_sficrI3Wq9cBNi9yMLiiple7iDiLvtHKTMI3_ELy7JC9MJTFmKAaMJMZVVN9_xWK9G8ZoVgpEnKnd2AxQkoL8pjhM3VTqh7cwznM_59vD7UCPpH9b_qmxCDGBVLQ7QC4aPBG1
http://www.businessinsider.com/deutsche-bank-bianco-cuts-sp-500-target-2016-1

Back in the news again: the 62 richest own a lot…..
tn4VAh_JyWevIbwxXSQyv9Y5MEw6dhgUYZ_YglZ_TJaMDxv5lKZ62lnaL80GUkcbv2jfO-R7XH3FGRbIY79UYqqaKrltBD0KPQ3GCid897-PzMkVeh_bVfUkN4aLnwlZunZP5vQY
http://ritholtz.com/2016/01/economy-1-privilege-power-economy-drive-extreme-inequality-can-stopped/

El nino gives the upward trend a new boost
9wRb3UzC0lexl5kK9KKXJ0mp_WvUsUWCDoYi7lFJFPeyCztCm4DKWsOhIR5T0JmaN0cKX812myM5ijz0Xp9VQf-TLRiAUF3PiSx0BMlZ8CeDaqhOJJdAvZFac_ugeOU0CY_ybOTK
http://www.bradford-delong.com/2016/01/sweet-holy-f-.html

China, the short version
qCF3wJArDGEoGSfOoGIblApW3JI4qq9oULHWHo0JmI8D4c9I6798JTHGRpdiZfSBPRV1gxuYodAv53PxQsK5emqQTDxllZPJWTrOuhbMK-x5GiqgktVXmVTyGMpUv4Vn7oYxDZ8x
http://www.bloomberg.com/news/articles/2016-01-14/the-simple-truth-about-china-s-market

And this one is on the Chinese industry sector and the devaluation of the yuan
CBqnDPjXqTNE1mMLv82DuHvY0Iyj2P7gHaYAyVHIK_A87I-4xs7sObow6PpDmdVAnWD0wXjys7xj7ruFu_yP6L0fPpNC1ftE6qaiDorjFZpvgf5kQ3k07mGOgtVKu5MHfVz7bdWj
http://blogs.ft.com/gavyndavies/2016/01/17/china-devaluation-a-necessary-evil/

I admit I did not read this one: “Sovereign to corporate risk spillovers”
FKZJH4l19_xuLbPQJEf-HA6wnhRb9N7JXOl4GbSo-r0q1zXB9dO8tLTxsbpzHQsUp2zZe_gbBrpFhTXgjEBi4_s6gNndciLZcj6kggm-6ULVrSosRrztPcWOzgyjjO8e9CEE8juq
http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp1878.en.pdf

Nuclear material theft around the world
FRKC3Ug1C0huo630DBDwWoP2zbXl4CMgZTK6tzKP4VaDI5Gn3iCCyjS0w4I6layqnUpPC7-wpDM8h-WhP0Cxkl_g7uAOnir4ACRr-J3cAYQGEO6DaTKYsKwXUGpshhourKALaTgM
http://www.economist.com/blogs/graphicdetail/2016/01/safeguarding-nuclear-materials-theft-and-cyber-sabotage

 

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!

One thought on “Best of the Web: 16-01-19, nr 1373

  1. God morning mr Daalder.

    I´m a big fan of your observations as well as Robeccos research which I find very useful. Could I tweet your chart on variation on Chinese and US GDP? Find it very funny actually.

    Br
    Jonas Olavi
    Head of Tactical Asset Allocation
    Alfred Berg
    Stockholm/Sweden

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