Best of the Web: 16-12-01 nr 1569

Good morning. Very interesting chart on drawdowns in stocks versus small caps

http://awealthofcommonsense.com/2016/11/the-agony-of-investing-in-small-cap-stocks/

That does it: I am moving to Belgium…
lYEnxfR-AGWPsOHXiHEbCT8fd62AJwqWimBkFcQsMdFGBIt3a-uicjUn89Pyr9ZjHhrUsFCzszzkgtbG_HrfeepwpI5XTVcqRVEuOFu8Uxp3puvG04yF-rHDV5LdS5OgnXBayfmy
https://www.businessinsider.nl/expected-duration-of-working-life-in-europe-2016-11/

The key takeaway here: if this expansion continues to last, it will eventually turn in the strongest ever!
i_ArbMhLDGadjlG5pF-uYvqmbPVXOsHSraUg91hPqielFOwPulONdtIkeVFv8ge56xTJuB0rLavScjWNYGFApIjPY9WkRcBnTthQ8wyhdhXTs1f4elysIsdW8EVrM1LIu3luBH1b
http://ritholtz.com/2016/11/compare-recessions-recoveries-via-employment-output/

Not that we are keeping a score, but here are the 282 promises Trump made….
https://www.washingtonpost.com/politics/i-will-give-you-everything-here-are-282-of-donald-trumps-campaign-promises/2016/11/24/01160678-b0f9-11e6-8616-52b15787add0_story.html

A bit of reading by the IMF on the non-core of Europe
2eyNRVNzeAoty199uCmn1bIIlVqyF9_YFNGG_Z2K6xuBAKkSgA2GNJPfgHRMcKMbZo2QJ69l4Msmzy2olGyP0oHm_vxFjxC0wJoA3A98G7v2o21suM9X1GDsj_H85OxL2BeNkj8S
https://blog-imfdirect.imf.org/2016/11/29/a-field-guide-to-exchange-rate-regimes-in-central-eastern-and-southeastern-europe/

On the UK
RI8WPi4aVJPV9rxjCEfiiLqANlSxqZkSfBQ8o41asoTpnKdi6YT5BuiPhOGRJBv0myVep-m6wRf6mMHIYexozf7pgH0G8DAhBAaA3wyTx5K4myvzS8C5Y1P1PA_GFl7Sz8PdWwCB
https://www.businessinsider.nl/bank-of-england-financial-stability-survey-2016-11/

A bit more perspective on the recent US earnings recession
AwN5RrRr8GxV9LM6gCBKg1bJdIdsFxXuszZhVfO2650lf5KfAIL3rzzxidI-DTMKmvJGefdmuSm_8qdT0Jsw3orWgXBkUdtoqYTBPgoA4rrjGw2ECyMD13daGSHsP5hbwVozr8NL
http://fat-pitch.blogspot.nl/2016/11/what-happened-to-earnings-recession.html

Fidel no more
h4wDDVo6Csj_-o0Z9smJbZ58qG7QNBwDDjtPfDc-wlx8DDoOcB-bCwV-TsW2Nb3rqWMJzF2r1Ryw56S8Cfs1veJof4s_1-5a33Of_Slo4VFfNjw1-JtpL9NTPx96Pw99b8W_d7-v
http://www.economist.com/blogs/graphicdetail/2016/11/timeline

Black swan ( via Machiel Zwanenburg)
-5est80VZXnachsBYoYonAgu50CbPYVJpB52b8-6iqqNMq1E3Pdvxifb9azQ6SX5kUzSG8xC6Xoy0YgBsmbl_TvE29wSamEJpSq520i-pMUluQT4_sQj3bMzSY_N4KnBMv9KLWlv
http://www.smbc-comics.com/comic/black-swan

 

A complete overview of all previous editions of Best of the Web can be found here http://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