Best in Economics this week: May 13

Let’s skip Mondays!

_KuGxspkjonqzzjT8yBA_toMcuZZ2GSGk1MLd5P5ixW0KZ_We5yVGJhIqrtx0IrVreN1y3rgOA-HB6mOZ_ew6AEoFal0WfvPEDJcVaR8ZG2RvdwNunl7MhPNmSFzQ-A4AyXzLwXm

https://www.bespokepremium.com/think-big-blog/a-case-for-3-day-weekends/

The winner takes all…
OP4obH5EOpMf0SIShy2trXl35qOKLuMDGHNt59iJ9qzy5EkXOn0kv_GsB4L3faSl2wZexuwRyAWiAmKcDe2xWzve9QNKxAK7ZDMVCHCQtN2ld128qaXnEV_iZS8lLwLUUYGRhNgW
http://ritholtz.com/2016/05/gap-ceos-workers-much-bigger-realize/

The rise of China in the Mergers and Acquisitions space

rl-bZUu0PJfJO5-Zxbo0gIrLay7Q4SbGGXol3fCgVlLKvxFINmNG46cqyrj7a46IMyGpJ5ItF2vnVIg1hdJ4YHGEqqfpabryOVo4F8s_RmABFW2YeOybK35RHbW2QZ5SIPOFauwe
http://uk.businessinsider.com/chinas-no1-priority-will-be-unpopular-in-the-us-2016-5

Interesting chart from a report by Shell: “A better life with a healthy planet”

E1bt4CmThsHDbeTpoP0fjx10U-pIBDjvYb_m3ypxlw7nTtCTiiCtOL__5vK68N42T0vdYyqkFb_d485SAw_Kd662XsqwyqqsJCztBzVHiCJL31QRcUrpcsrwr8wM5iun0ZtMOIDR

http://www.shell.com/energy-and-innovation/the-energy-future/scenarios/a-better-life-with-a-healthy-planet.html

Stock returns explained, the easy way…

v3ow9OzwzqISscqN0q4FrKqubegjy2kJW4X9RDkYvOQOrRc8x0ivtptLop5TGlDDE2QgdgMrc5kBGN9yBgMaNBPwtS7xfOpc2do95MRrtB2Pb-pEQFpffgSk2En7AS79taBZbS6F

http://ritholtz.com/2016/04/drivers-of-equity-returns-in-the-past-50-years/

Interesting: industry’s share in the global economy has risen?

2Qxy_f69Y0DlAb2IDZBBHWTLQ_yAju6y4lEjhx2zcofapYU8x8B7eAlWmgi0Thv62rDNYX9EVzVjS5PwhI7DvdK0Yy2QWztklz1U8-d9mzvQ9ub02xtDO5S81DP1G7O-7BwKhh_x

http://uk.businessinsider.com/new-global-economic-order-services-versus-infrastructure-2016-5

The impact of lower oil on US spending. And saving.

pTzmfHdL3XjjsREs7Y4rYNTszTylxrLIQXM6xFn1vF6fyFAQZE_Oz9OU1ulNioBQgshZK8WgaISJ1DkD8PgNyLQLE3w_MIZVInIBDLev4StaVM0JcScREzf0C8i4EHVsWdYstZ5Z

http://uk.businessinsider.com/americans-consumers-spending-oil-savings-2016-5

A lot of colourful (and interesting) charts in this blogpost
MFGhbrawOeyb-E6JCr6bB-IVtHLc738iSqyE2mQYXiCo3raPS4IUY6WPEmRlQrqzVB1QA1Ihj9x5CV7ZSc4GS8bcngxuQw18NnvunkXtdw5nrYg0FzfYsItRAG0LfckVrRp_jKQQ
http://ftalphaville.ft.com/2016/05/11/2161328/its-an-extreme-world-we-just-get-to-react-to-it/

The problem with the first quarter GDP
NyUSLBq2iIcJ0Ng_7mjME1JFVG5GUhJckzzmf3Ul1iXQ9EUGI_xuzNr_mBNdJQB8GPgbdAky1b1nfvBWW5bVaCnjp2PEYHSUgI1rsAqefwjquAv8nyn0-P480JIL5h00JRCjNdNp
https://piie.com/blogs/realtime-economic-issues-watch/fed-behind-curve

Deleveraging?

vBYsNtb4wbkwYNF3t1ORNTYsNRzvnau47NTetFokk64jPhKB_gIwwGln2MCiQVYCjgV3lU1a-6guOQRonx8aKqX1KSLlVkmAxK7t-CYtoo-A3kInjISYuIRoZvC9Fe-VZWqP6kaQ

http://www.economist.com/news/finance-and-economics/21698669-ideas-reducing-debt-burden-chronic-problem

A number of interesting slides on debt (and growth)

MDAd6Yp5iRV-RAFWE1Z6mvnvnOxX8vG68QwAgM9DFwXS2Cp8i7bw4BUOV7rlrsOgLxKrzzE4nFMpNEHffLSyEJ_8Uk665h5CI7HgYTyougX5dxdTUt4z5sMHK1zW0lt05L5c-Gep

http://www.bradford-delong.com/2016/05/hoisted-from-the-archives-debt-to-gdp-ratios-and-future-economic-growth.html

Ha! There is a boom in investments after all!

DaWYwrwR2yt9Q9fbTeyhHrB2PInxICn48Rm8c-OKW1mre5D-j52Y8vqtWmR2c87R6CWaJHv74cgnMWsvHdQIcaJJposnjCbYiXmGlUu9dXWcmbVkvCDI4m7n6fLbYjDBnTRmCPuO

https://next.ft.com/content/5a352264-0e26-11e6-ad80-67655613c2d6

Take your pick (even though you don’t want to)

OsUBYN-gBZFxNHrSZ51L9Zry3xwdMyrm4F85mzYAmiw6zodziD2k-wv6EDeoYk0eLN3J9MDrhCAxcKjYlUS2tzRZHt0mIwvwIJwI4ZAjIt1T42--g70ty2d7UcM_lz83ARA00QS_

http://ritholtz.com/2016/05/weekend-reads-219/

The one question I have: hasn’t this always been the case?

Lw6NLUbPE6vh0HWOhQhoIVzWtco4kJKg7_OPZ-G9tMig01Uf4rff2GBDLBKPtYdjt1WT0bVa9CEJBlTsghPf-SPiXfJN_vHGeh3s0zab-67Zr8WieDtE5vcRVgo-gAbBVVWHrU_h

http://www.coppolacomment.com/2016/05/the-safe-asset-scarcity-problem-2050.html

Well-known, but somehow people are always surprised to see this: growth does not equal stock return

s4DYU3zDW4nl9ZdVOCetTCq4tCE9jFz5tdZht_mbKjFU6T4zBLT0AbdMKcP-HV7brfgeufCu2tLpz4QI93Sg6Dll_k7D9wXuMmNsC14UJup3AJAhNP0ccFib33XqvvOtg724mNJe

https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf

Interesting overview of market cap variations across the world

oHrOXMyVoSwZ8_JnABxH2C57Phb75wMjVlIBKNNkpIcT5m5YF3gZF3CICVSTMJoj6OkdRlj5dcMwo5Dj6F71YxCJq9bZxuyfC_sZJgjk5ggBf8W6axS4fEmPwm06IjkypN8NiW3X

https://www.clevelandfed.org/newsroom-and-events/publications/economic-commentary/2016-economic-commentaries/ec-201604-national-preferences-for-bank-or-market-financing.aspx

Temperature’s are on the rise… (via tjeerd borrrie)
yqeAjrfn_vVUIbP0XsQhXGhL4ukHRvzLh0072vOwML81Ns64bFBG8B3ywBd_PcVDl2HKDcBDFkY4NShlrvWkomUiit-XONnQE7vi5ilRmdMvekP9xq4symPHKx5S1d-udhkXd4I9
https://twitter.com/ed_hawkins/status/729753441459945474

Another bubble, but with only a limited negative impact on bursting?
66EAGxiGloSsrV-adRH6KDn_0PlYo6L5ijwSJsTE3FdPjuElJGZDO1BL3Kx8jPPZWbUIC012cXx3QSdpM_ZFTRFWbGRTaZrMVYI4FXm-7jQ7LHjiFijRjC9ILWOqbwHMTv4wnvnJ
http://www.bloomberg.com/view/articles/2016-05-06/don-t-panic-it-s-only-a-tech-bust

 

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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 in Economics this week: May 13

  1. Pingback: Best of the Web: 16-05-17 nr 1444 | Best of the Web

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