Best of the Web: 16-08-29 nr 1501

Good morning. No volatility, anywhere…

http://ftalphaville.ft.com/2016/08/26/2173352/it-really-is-very-quiet/

“What global fixed-income markets are in bubble territory?”
CqGn3yP1pznUensnprwW9v1o1mTpDHY7QdPm-BTAWtnP77V51rxCI_AnP6tCPyT7jT4A8g921gNH87OO77prJQbOC029ncae74sgA51cWKfYRIl0XafKhWuuXpTYg_jQXdaQvEdP
http://ritholtz.com/2016/08/weekend-reads-234/

And here are the valuation versus history…
jan8pFHcU2MjT1GneqieqtGNox87M2SdWJ1YzmdIpseM6v7Yl5p5axagUq8fQS46Cq1g4EqkhsC6xyJBipnNCmLyBKj9aR4xw6LyX0C1fOzKQNFGq_rC5EOYfK3l5gktS5F0ioad
http://ritholtz.com/2016/08/few-bargains/

Something’s wrong here…
LdJO2-ukAtOLY4frIWz-UL6YdLYsHEqbm3RqcEsPtsvxqsjqCz2YbvDFuvAPAlRBoOGcP6AHRKndpgpJtKP7RWVeTwb-lKKi31cngoCMGvE1a2cXZUf_hbFOnjUnwEPds-pkWHwj
http://ritholtz.com/2016/08/life-expectancy-vs-health-expenditure-time-1970-2014/

TV’s…
LdFPVNaKUeLEuQlKjiiIzwucNjbPlxWgidGNwgrr_sKEK2iA-tzPcaGt4UBopDQGTtL-1EzuP1k8a0392aFVZrigWCYXVP_RZRpLERbjICQYKVmDMnYfuj3e8RhyzoNUPt9a5XTF
http://ritholtz.com/2016/08/inflation-things-need-vs-things-want/

The recap of the year so far…
3NIYhchgmbkP_Qw4c4Y0xA3v8p62fcgrB12Z7ZIFvlTHIfDy0zRvub_RTvq1k6KcczODcPw4o6FGPDx8PEyuoJZprWwgTjjQ2UOO2ENxc3mau3QuV7pGyQthPU7z_kgmRaXQAyeu
https://www.bespokepremium.com/think-big-blog/sector-breadth-weakens/

Youth unemployment is on the rise: usually not a good sign…
4geWWgwv6ZljH-UcNklT2p7XsYZoQNW448yYfce8YYFf3BGK1vbRel5Rs6VbqKZhdE-u62xCgGqBEhG32ZQA0FbLRXyDsJCPLT98MNLY2E-lmmNEDPRTTV1mFG8HdlsniEGo50Ha
http://www.economist.com/blogs/graphicdetail/2016/08/daily-chart-23

A cool bit of perspective on google
vMFIdu3tJX35lo2gNo52rwE5zUOT-Hi21aLH0CaPb8L2JL9E5kLK07j-jOXcRJfE3q7hk772UCfLTqjvJrOsbxgTtV73TnwhI8cMA2bogun3oKwo988T_Rj8pjm7xYkE_YihslSm
https://www.bespokepremium.com/think-big-blog/google-alphabet-ipo-12-years-later/

And here is some more perspective…
aUlGa-E_vsVtgTc_gG8WSnTxqMNYSIz-1AMLy6cB9vQLtoo2C50zbe_NwbWMmFgvfvA3ceS_MDyaSceaVnuQKSU7gawpQf1db2XGoN-CKZk_pEx2jZZjyHWsjHMpkl4ET-beig1E
http://ritholtz.com/2016/08/employment-selected-information-industries/

On China’s rising influence in the Asian financial markets
8_uD_ieGd_xAUuEm-JS9cKsGISfLGNQefdyoJY3N33QNF6H4IFda3WwLMgT3Tc7GHEig-9EnwTiMybbiYRpunqOVYVsVuhHpVhJC9oR5S7Sp7bcIZgAvUI6JWOVLPR6oguniaPNi
http://www.imf.org/external/pubs/ft/wp/2016/wp16173.pdf

Richard Koo’s chart, explaining it all
zzP8B4Q4PmIiaUm4zK7nYlBh6z4pUe8hJoh-JxxkvBQKscUl-FB68tsat1XuW9bHaVcBwosndRxhI97V4cP_UJlfJN5xSZzbtHl6lb9J7JJOMthQX92WDkZUhuENb-uGh0DLIzwb
http://ftalphaville.ft.com/2016/08/25/2173263/richard-koos-chart-to-explain-the-past-200-years/

Peak energy
ie6UVPf3-C_PdUiSv56tZU65usTeIOzv2OUuXDcp9VIQRqwjH-FtOXyz-MTP4F-gC3IExEIMAUnvUD9t83MXXJfcHL-gkCe27p_SONySZGGri308GUou0xevbtcJva4rETpVWjmG
http://uk.businessinsider.com/bernstein-says-peak-energy-per-capita-is-here-2016-8

Cool, interactive chart, on asset managers
NAuNgAJfMaIp5EGLfxfd2S2Wz0ZDG196KMEma3oHwzb-qZ7dCeJRV0_To5n3vwN8FFBmm3eOV0vfpNDIC9A2DKGCaLrbPDkgzv9S-cyk1Q8reIvaTD2HMA5e2HmjPJV3jmhR6dCG
https://www.financialresearch.gov/money-market-funds/

And the schedule for the week to come
Df0D7HZCKYwS2hhzh6VEI18VMg60SKuPDyAqIxHpyeg4ICnqHPxs2hpbEzWZCH9w-IgrZvi0687m4fOSptOJqK1Sw4uFNXqTZbmgIdpymFrhcSI8s6BWUTJMEyKssNO4cPC_q6OD
http://www.calculatedriskblog.com/2016/08/schedule-for-week-of-aug-28-2016.html

 

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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