Best of the Web: 16-04-01, nr 1419

Good morning. Cool chart, although I wonder what it would look like if we adjust for size of the economy…

http://www.economist.com/news/finance-and-economics/21695913-europes-weak-economic-recovery-worryingly-dependent-exports-lean-me

And that was Q1
IoUiqEn6wX-OhIo49RGRxB22lWGjyhlB5lF7qNgMIrGHCXQtMsfqBk9iKaJUqcAlXXOhCelNjWr1OI26QZn4uwynW3zP07DZv1yh0fe0eFlgXwAQoxLZyMFFepCdqEdfV2Pu6-nT
https://www.bespokepremium.com/think-big-blog/bespokes-asset-class-performance-matrix-q1-2016/

The cat with the nine…. eh forty (?) lives… Bonds rally, again
CKtRxdxT2HMp36d91U1isYvog6Hx2e_Mlht__gPHWBl4Fwy9g-rZiR4ZqP4-nYeWTwrHDiOSCPrEWEZ0tD6g-HnvmI7Zsmcqqp95epcAUCJnqF7nue91Q0O0dOQJBtSeXV3Le9lC
http://www.bloomberg.com/news/articles/2016-03-30/bond-bears-miss-out-on-2-trillion-windfall-in-record-debt-rally

Which may mean that this is interesting as well
10Tliks4xPOuCUFCC0xwUJnttmY2wiRAh-3zhYz7pyzDFBDAa-6cXPleSc-dy6WoAfPLxkWKPkmMMQdm55KHBpBImwdWmgDataqXSCii--cuGRVjNFpYdimmFRdYOHA8a2xJ4DnM
http://macro-man.blogspot.nl/2016/03/a-look-at-bond-models.html

But read what Bill Gross have to say on the subject: “Negative interest rates are real but investors seem to think that they have a Zeno like quality that will allow them to make money.”
https://www.janus.com/bill-gross-investment-outlook

Always too optimistic…
4IPCkQjN3lK8NSYJk6ZyUVXqubUQ0t80r9jX8_BZHlKQCdA8SHbQg9zR96BL9hk7REqK4YowTeh1KfADUWkTFsMgvEUKSEIdeh7NcplnvHtHF8Jn0_8JF0DcEF7NA8Piu_27s7ER
http://ritholtz.com/2016/03/sp-500-earnings-squiggles/

How CEO’s view the world: less positive…
tI6-gREiyF1BnDH8-7UeKFNxuOSZIf2uNsCtE7Ywac9-iEb7mbtalkoCOBs3lm-OFXiAppkQcTZXuODkEIcNDG5yYWoTabLfvBl7kVtVGCrZLVpUxEHxzpQuO2pN8DOqrJei-kwj
http://www.mckinsey.com/global-themes/employment-and-growth/economic-conditions-snapshot-march-2016-mckinsey-global-survey-results

I probably disagree with this one: “Beware bad multi-factor products”
JbiNRngMum1f46woFHffNHV45bclbnG7ePsqP-0OJ0BtP9_wOit-qiyfjxMQ6vbYpXkQhFok0AlUTUM6d9EefIlP_Tv9oqhw1EtGZanGJfKU95D1ETCsvRCRdmFiScDqPCDPcyQT
https://blog.thinknewfound.com/2016/03/beware-bad-multi-factor-products/

HEY! Someone stole my presentation on the new economy!!
HPAUd8tl3nhUS9BJmXsTj-5loHv-pVMEXULbSa9bCCcwGyhm4yroKTCdeIgjYMOtjM-mgy7lKvK6GeALakO7OMwEiwwBOaSN0B5qvmi0hlq0TjrrdsdWkSh3JA_E2RBn25UeZqcQ
http://www.voxeu.org/article/rethinking-measurement-economic-activity

A bit of reading on Shale gas. Once again
FarzfavfD1D8Q6_MHKhB81U4nWguniDWXp0oTcQg1PrDirkyc4Ns1xevpL7IogCmmN61z66eSsQJ-qh6Z8koSAi2gLmi5ZCKYcYeop-lhb-V0lghQS0rzPHpXis7dt8y-YwiPyfL
http://ritholtz.com/2016/03/unraveling-the-oil-conundrum-productivity-improvements-and-cost-declines-in-the-u-s-shale-oil-industry/

The 17 equations that changed the world.
iPy1SbJq6FHJytre3us4bKRFmgNVjsZuQXH4N3ZiP3ZT8jtra2e1s3HfzgwpNXCvgqr0gBGf0EISlwjQQxWnJk7lCn2HWpVZhIN4NJKqq6RAlGVW5eWVpDMnL8i1-lVyfoZSWxIo
http://uk.businessinsider.com/equations-that-changed-the-world-2016-3

Rate cuts are on the rise yet again!
SutlozaBxooGOVPgXCSG5e5glEyUHdTVTzlZ52XPLcgI4bwO9IGy7eTWTKJvKlTBIQF_d9gBVYnN_-Bj37xoRl6dr_spJiHGyqsGKdNLQfx9T7F_bYpBQ4nA914G1SlJkvJBIspq
http://www.bloombergview.com/articles/2016-03-31/ritholtz-s-reads-investors-spending-and-apollo-17

For the steel-ies out there
UZ4e31kexHF52KITxxtEtQNWXWga3U8cOsDqRDvUp0Hv0B-OguMAKDSs0sg2OimjUlU_vcykNifX3H25TQ2Fd5EVW28BphVzI1cqu6yA6cNgI-drjYLK3IfdUWExh_ZcMlbs27hM
http://uk.businessinsider.com/uk-steel-industry-failure-eu-state-aid-rules-imports-exports-prices-2016-3

 

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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