Best of the Web: 16-03-29, nr 1416

Good morning. Hedge Fund returns: looks like the yield on a government bond….?

http://www.bloomberg.com/gadfly/articles/2016-03-24/hedge-funds-have-a-performance-problem

 

The big news over the weekend…
U-p3l7kBcwjvj9JRH-HZebz9QkA3I8jU4mRecreuSzL4EHm3TZfg05CBDEhd7j0g_U3hPia2r0vzzAiqtZMO4dTqRpAqFnyoXGjFRhF8pxqwIsnjrjIiysS-AD0UGRNIV6yqHe8O
https://www.frbatlanta.org/cqer/research/gdpnow.aspx

Correlation with oil is not always as stable as one might think
H-e1fzV5Lpb8rf_de6mBOYM8dN-A925cmWfPiG8fPUlTZrPxTE5skVGlyepv_FsgnYrUyTyacy6IHvSB5jzrp40FFKJLmsUq3W25sxq2wSAZTFWD_gH3I0jHRnjzvR68GiEgnW_G
https://www.bespokepremium.com/think-big-blog/oil-and-equities-correlation/

The nonsense of the current oil price determining the inflation expectations 5 years out
rNEg3W3d9k3y4JGGbaZiA20wniPLJJHjE9yzBdam_3dNL7JzbUPMIGo6mVy90Wa8zJh6Ua2dymR36SVKJ_TiLw6lcPhIQ6LEIuf8xjamAsh90gBuq7aYN9SVf0bfC2ARGl3JiWyD
http://economistsview.typepad.com/economistsview/2016/03/fed-watch-oil-inflation-expectations-and-credibility.html

“Is the Market Overvalued or are the Measuring Gauges Broken?”
yFeTIeoYgtxMVoUNvAOduOuKIdA_YlQbwxVejf_cYil39kwf1RaUXUHurMw_P_VILlLlXKBe1uaGATuGyA3qJoYW_kuq1D93DVl1_cC6qbi5q02v8KO9aXoGHxjRxFjTJzVjt3Zw
http://www.advisorperspectives.com/articles/2016/03/08/is-the-market-overvalued-or-are-the-measuring-gauges-broken

Wiping out a huge number of years in profits
JvfRy2GMVKB7DratRdNbblBOZUxLpobEV17In4RgFJ_nD7-KiQr2UlOcq3H4bqK4UGVZalAdAoHS_l7S48_puWwuqKt3fPsiIyZutff65Laa0DYhnRAibGydMX2LuRcSzEM579Wv
http://blogs.wsj.com/economics/2016/03/21/u-s-mining-losses-last-year-wipe-out-profits-from-past-eight-years/

Interesting chart showing the severity of the current EM slowdown
RRl30Gnvh41i0XH_rfTk-w6MilLAudqvIgO8U0ehS2x0AcSQyBI7molatHzG4_A0VMNce6JJeZlg3MFF0VSpOZViP-5pv3r_usyCiv00hmTkIBVq1Zeu9JFRsd1v5m5N69fc5a3h
http://blogs.ft.com/beyond-brics/2016/03/29/em-dollar-recession-eclipses-1998-99-in-depth/

Is bitcoin frictionless?
on5lvL_t_-grWSTK-EhewmRGxHEv_CtIQ6SvtMH-pb3GagqIZUoebNTWsqSdVO3sOh2U47DeTbDj1jffLzZ6Ynmrjd-xmaRB2xoaXPj8FkHX8Lu_ItpHyAcKEiu6XgxqQ-4P86Xd
http://libertystreeteconomics.newyorkfed.org/2016/03/is-bitcoin-really-frictionless.html#.Vvjs7xJ96JZ

The 2016 energy outlook from BP has been released
8G_mCSu34Xs47D684S8FL5TsPAewmomYxjWlhzRfYSq0BG1lZXJHDyt5SrzybJ6hnUcu1yn6kZegRCYxuZM94Ds7i3mI9Tu84f-UxavZZ8rV55fDM1wNL3__hJnfgaIVFcjqXIOu
http://uk.businessinsider.com/bp-us-energy-self-sufficient-in-5-years-2016-3

Robots around the world
ct1MsxPlMM98_yh3ZVYJQ8evp2HfbXTAiAHvpVDby1UiU1cq5TyJixbyb6QhdbkDOAE5-Vkqf1xptdZ4MSvNVhSmLvD8ihA1d9ksb0_mtaNTXccL30v7pKlYTLGUg2O9E9Zr0sLZ
http://uk.businessinsider.com/countries-with-greatest-number-of-robots-2016-3

Interesting, if not a somewhat complicated chart.
XRN7jJuFU9Ntd7PVLe2EXSh_n5thKuDaqIWBUitYbsHo7fAoMEoiNZD4Qf9JyAoiJlqYQIuU6tBnG-Ik6gR5eerJ4ku43bURBIpSiuh4CGXAcyg4YVu1lGiRKdA4OFh-qLaDvMnl
http://www.economist.com/blogs/graphicdetail/2016/03/daily-chart-13

World economy bouncing back?
Nz9hLNXmAxPDrVfrjAvMIPefvzhXAO349pT4ed--pvcJEHRBBDltVCc5MIqGuzjJtCMQEln_MUVOgxFTtO4uA2DgdxzVqvg7u7tdSWJR38hhQ6yW8Zy0UcdMfqLvh8CAmAHOffjs
http://blogs.ft.com/gavyndavies/2016/03/27/global-economy-snapping-back-into-gear/

GMO on the impact of monetary policy

yYq5gmS1UY4JaQRJv8yF0iqUsPk2eDDjPUETiJdFfsx-au5cmc7bFs-A32yOM8rx3JH_eBWNYaA63dc_jsI75218P9WZ7WDuFKu2PWhIAqVpHDSXI4bm-WxUZZ-_WwqS0-zksA-1
https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/the-stock-market-as-monetary-policy-junkie-quantifying-the-fed’s-impact-on-the-s-p-500.pdf

And the schedule for the week to come…
vxNckg4OYXoz9NhAc7xRB_e7J4UIhLqEXxjFtYut-jRjTUuLIQYlDYkO4q1XoWj5cG0HKO4RQzCd4oV5IBo_ZAbe_P5Sw25aVleHeJcMxR9rIKy0qJma-sVTmg77HYTC-Fsr1_aJ
http://www.calculatedriskblog.com/2016/03/schedule-for-week-of-march-27-2016.html

A number of beautiful photo’s
df00UYuPXCdHpf8gypK4a2KsUtswF0x6jC6xYvPPN4NLeh33NkdNuj9cEPbVh0qanuoMALApgd12i6TiIAiwebbzzlmDQrjIL645pZaToPvrjjooMk1AJFagihVBtez2W3EQFGvH
http://www.theatlantic.com/photo/2016/03/winners-of-the-smithsonian-magazines-2015-photo-contest/474912/

 

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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