Good morning. Bad loans, still very close to peak levels in various countries
Explaining the decision to raise the stake in equities: “ The bond-equity allocation of the Norwegian sovereign wealth fund” (via @LaurensSwinkels)
The stock market looks cheap
A cool timeline on the eb and flow of red and blue in the US
QE and reserve accumulation
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 Do not quote unless specifically cleared beforehand!