Best of the Web: 16-09-12 nr 1512

Good morning. I can only come to the conclusion that the Dutch don’t have a problem. (Or they are in denial.)

https://twitter.com/SonyKapoor/status/775295736854568960

Cool overview of the breakdown of Friday’s sell-off
tGa_YveERYCXtCrOIwiJ43azpMywWrMmL438a0ksg9_TOpcgtjQdGQZ6w2BtbNCTNWg3la7Gw9qvQegB4NNK2BOK6hTaXnQttww4923PgrbyQPqRgQn-x71XVHJpOxA-J_6YTne8
https://www.bespokepremium.com/think-big-blog/an-equal-opportunity-sell-off/

Oil production by OPEC
tENeQS4StUxJ8mo5dAXi4Zyhi9LQSQ1OfvVlSlOfD95GCKDCoDH2lixpHRDunyW8kXAMMm1Btx57kZ75rJ72M-Huz0QNYX13gFLbIeSMV5BNidgDsDKnHVQB8RHQ5Xozz0do3Djr
http://uk.businessinsider.com/oil-production-shows-the-split-between-opec-members-2016-9

Ah: a first attempt to get commodities back as an investment case…
4Ykw4OH5ODZaEKZgy5Nprs_dVTiCto1rOi3GrnVdFWVBHZzdnMP98IKRCDGRe8JyGiPFGVScAT-LKmgEzYXkAJFlaizQj_d96BBp3KC95l3oxjPnLnqxAxpLazffkNrWAx41jyd-
https://www.bloomberg.com/view/articles/2016-09-12/hedge-fund-defectors-and-food-for-thought

The equilibrium real rate is the rising star at the Fed (and elsewhere)
b6WRYXszu9wDV3S6UzKJea2Ugv00K7zgq2Fyp4pgww0EtVZSHuOALeg-DzrAEygSru_T98Vp1ZK0sEAEwn9TD1WNFso_bVzVWlnfwhcXWq4UaTW-c6Zs7eccI77BXyoNrIM1KlMD
http://blogs.ft.com/gavyndavies/2016/09/11/what-investors-should-know-about-r-star/

The source of the volatility in Asian financial markets
taTYs4FwM22WZCKC3GPNMr0yJ9zHSzf8GCAt8sSyJz4UNnjdxUcQdNpMViBR4iNqXKO212z5lZpH5OAFIUShtRiOQcQ45dOiZGh5eEB8ONJnNvZ4FofyssGB2tKTkLOctLpdxyBe
http://www.bis.org/publ/work579.pdf

I am not sure how a future position can be interpreted as a sentiment indicator, but here you go
Li_xoaiV3Gw5sVWWw1tW4r5jhfiw0EmsRxG5CGHPnq3wshorIkXLGodYAka7h85GvYbhmsmlOT7O85vtPKAdgVEJm0fwZVTtuPbAwjnNgnIOflhrT0GCHH9DRzUVNRm_37bKlXvY
http://www.bloomberg.com/news/articles/2016-09-12/goldman-we-ve-reached-maximum-bullishness-and-that-s-bad-news-for-u-s-stocks

This is the underlying statistic we are talking about
xSsQl6OU86sW3TVCLfZ7QFnrtzcqDbcxRq5IzZ0hYIySvxad4HNHo3qcnItHUSaFhjIL8Oqcm054kUnKq30L4KapLgyP622WkilmNYn6mnacu9Lm9-CkFNS3IreNnbTtUWs6nGMX
http://uk.businessinsider.com/investors-long-bonds-long-stock-2016-9

Inflation is coming from low productivity sources
sYmkHtyL1QOevZwolyyh19dGYgwKzN30AD7wMC0WQBsaqgTba0zegTB3Te5L8bh_q660SIP0VteAWNzCsrrnpXK8IdjWQr74aW6K5PiEZAR3V1Q_vY4N-Y85xu5L6aUiXTNdDYgk
http://ftalphaville.ft.com/2016/09/12/2174415/least-productive-sectors-only-thing-keeping-inflation-going/

 

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!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s