Best in Economics this week: August 5

Real expected returns…. Looking pretty depressed.

U1arv1B95JIex-vV-mB5dO7K-vTlZcV73l-DDL-XPxR8xd0ATl_cnQI-xvjc-LRF4IDA607ZavYshV_btV4WjvLfqNQ4pVv4MJKNXVbgir3OxNvjpbyYWv-l9hcTmDgugZ4CPe_z

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

I am not sure whether this is important, but it is interesting for sure
lw0TBs9m5LTgU_dIvEdBdbii90p-5pUVVC2IGO6NHIMyuzpFsgSRoURAx_uIKirVVixSlykJZvjBe1vVbC5eOzmNddUFRRNAiKkT7RBj8JzUZe9Jq_hQAuX8I8cz9uWWOC6khZe4

http://uk.businessinsider.com/us-consumer-only-thing-not-in-recession-2016-8

The one beating the rest of the world

lhzkld5n0COT0UDhEyCIDb0JXnEFn0TkJedbGhY08lOOCx-EdPsMjgKkw_IX1rUlyRnOfSQs7P8AG4-aKJeXkhF6pcRhrvGJiX3w4tGZWfqNmp-MZqJkjE8XwVLfkwx1AQvZS39I

http://uk.businessinsider.com/us-stock-market-outperforming-world-2016-8

Jobs that have lost out….

rEnbl9ZGwSGkzPuwwzSkVHitYhojjNuXDLgY34ys03mpE6XSrDDpO5ogp_SEDxHqhcYMHSPbCjreDHIN4nlJhrkE5V51W6tLyUyfKRR0WVfIuqiDZlPHt49C-51ladX-y1pOP5YS

http://uk.businessinsider.com/jobs-with-lower-pay-chart-2016-7

The way the US population is build up
c8G0UV1Up1JqybqDsspdedjtnML-_KZ7G8yOYwK8-YhdjgLPzIZow6caiJeUzVeAE3m23xEOyxTtvIUmpw3LQ4LxLkTtcpkeD7B9YfDr8xo5rjWauFxMj0apZzEPEYXN4-rI2lB1
http://www.mckinsey.com/global-themes/employment-and-growth/income-inequality-why-so-many-households-are-not-advancing

Forecasting recessions, 12 months ahead

veAXKUgdBu6qqaDWkTvO1bvmQw_B-sj4AVWkhZ-ed-LgNf30T1Pasm9OIIP9eKNPit8uks5VrGRj5T8LcLCet0mc9SFef_7XSFt54FM9Vz3lB6_8H_iixVhmPPH8B_BXTqU61Anq

https://www.federalreserve.gov/econresdata/notes/feds-notes/2016/which-market-indicators-best-forecast-recessions-20160802.html

Cool overview of all the problems we have faced over the past 50 year
jXCHEqAB-8lPE2TRiM5VHx81L_hN63jX7rQfcgf-lq9G473ZNqkE0IOIKXYd1lKGOiyzpcYGn2-_EP-6V4Gj72T2sxPLouScvTWh7ZVCcxjdP1Wi2ygDPsIvrgPIsrdMjGeRmcQK
http://ritholtz.com/2016/07/excuses-to-sell/

Cool overview. When will he hit 251…?
l0r_O1KicaIFZJtnW29JZeqg6jqxUwmrsh41JOt5QLtl8RiG2I7I-OF5SvUq8ENJ9mptrGf-rf6GwUrVlTVhc70oTuEkymgjbrTNCByBLY7_sdR04aWV_hmD3kZtMzyfCPKJ45VG
http://www.nytimes.com/interactive/2016/01/28/upshot/donald-trump-twitter-insults.html

The dominance of the ECB

ogNXqrbzcUfB0RFULPXEiF0WEYDKjED-jYW3bv4N13uyrbCCuv_2sekn7WlhaptvNjruACO8vxgQwHnR9FF113brz-MKWArOQLlxeMyCQXAHrptDDmYi-Reg4-R1RMQqBjx6DIy_

http://ftalphaville.ft.com/2016/07/29/2171250/we-are-the-ecb-you-will-be-assimilated/

“Why Growth Will Fall”

PZvnEQJ4hniIdsnX_c2I7NIWFutkv7tHMqjUFWLgx_qm5Zo9RpmDtNK9-yJJS3ZXEpt4Z6Gd_HBrduHs0ebPtA6vrhVGb4mhKZya6vg-K0WZneVOZZWytcELOxKMWyLmZ2l_mMzB

http://www.nybooks.com/articles/2016/08/18/why-economic-growth-will-fall/

Continues to be a cool chart. If anything, watch technology…

GunUb3pd4FaKE7WDl1vcxo5bb4JzVT2Adz7q3m_E_RqE1HigXvDQBXHLTO1ON3Djk_KJRgSxj-bgNvIHI8UpC-quaRfxWAxQAKc12TVvD1JcYC6kGGRZzeBFJgxndxE9jveVITvz

https://www.bespokepremium.com/think-big-blog/historical-sp-500-sector-weightings/

“The big puzzle in economics today: why is the economy growing so slowly?”

Qv6SLUf8uLZ4IgP_Q-nR_lCFj8Yukb3xVVGJ9Fx7ln1lYkmrOjaoQundUOeujFf63f08JuQSBSNVV_3FfSzkAjHfq4zLMPUEuxKXchSnW1dNyknTYhABbqc-dvs1IFI3CLrT0Tkk

http://www.vox.com/2016/8/1/12131216/theories-gdp-growth-slow

Brexit: good reference piece to come back to (two years from now)

IAQ1ehMa9d9KUBaTu2SukzPKSrihJ5sHkGT0tjfh9Ug6yH7v-21regTVE1fL6zBX1xAKBycGqEYKMhxeZLrkIzbdVRYqW2w4xZatyd_52_eVYT66QMZcCJYtrwiyNncTNKNKcdhn

http://voxeu.org/article/looking-back-ex-ante-estimates-costs-brexit

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: August 5

  1. Pingback: Best of the Web: 16-08-30 nr 1503 | Best of the Web

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