Best of the Web: 16-12-05 nr 1571

Good morning. And the Italians said no!

https://www.businessinsider.nl/euro-after-italian-referendum-2016-12/

And here is what it could mean
rC6TtMOkbfJykM16oA1Il3fQ9nlESXpXG1wogx0UL6Fke3bTkhJCKZIfWWwtkzKzTzghgoXbTzle22hNw6mT5Q77bpiXanx5qVVphmNm4UNcRDx1CzVWE18fY7rQVMBJh-it1LWz
http://qz.com/852750/italy-referendum-2016-italian-prime-minister-matteo-renzi-is-resigning-what-happens-now/

The rise and steady fall of hedge funds
9M3Qe7MBBJAxgJh0FygBfbjqJOovjMOw6K4MlYBhP4E_PFL8r49Ol5S15vk5LuSuAR1lT1dckwOCSYNAv4wNz4cuJNw7A6KlN4dIJJ42kShDjqLLTHLwjgFnlM60iVcMad5pvPce
http://ritholtz.com/2016/12/sunday-reads-72/

Meanwhile, the world economy is reflating all by itself
om7cEBvHhEmChm4Ae7MmYRu55RZNmn3C8UjwZWREOkTpCzvex4BksbGgBVYoQ3upm624-xI1Rf7cCqTtChOvGczuICbbzEf0tuq5iYFKPwfcTbF-s-BRrwajbGdxeJfTcoA1n7_g
https://www.ft.com/content/3e17856d-c3c2-3838-bc3c-d8a773d8d991

So much for the Shiller PE?
NsW64plXFKJtcP_f0JVZNV7-LjmqWAlnh7DSrGItLZ1lu1k152K_n4fjsGbXriqtm0JTEPIhVcfqLrS9I3lHzBPP5s0RrpiayfRlwer6x3X_e9w9hZDDTKceO175okqGluCt_v_7
http://mebfaber.com/2016/12/02/missed-780-gains-using-cape-ratio-thats-good-thing/

Healthcare spending in the US
TGTJ8Vbfl_8H4fsAY2_1eU3myQZz_Qhm-gat0NLdngKt1nNraFnr7FDI8jpLC5yYHdRj_nPck8862hDUfhKEkHXvb-V1OcuGjNQc0x1X0NrPZHpmvmYlQbaIM4eY1sU4eW2qRZ2q
http://www.businessinsider.com/healthcare-spending-as-percent-of-gdp-recession-2016-12

Inflation: who’s to blame?
KcQ9XSKiTr6uXGl4e_exXkGngHer1QIuvIeRkwha-6q4ZCHcoigDZWWzmpajiSxIFoiEJs5G3EkJcQftsVAeGzcv1kb0UOFjupK8z9Qj72RRC3YoI2oLZC1gMDQ4CgV21Sssw2LS
https://ftalphaville.ft.com/2016/12/02/2180761/dont-blame-central-banks-for-upcoming-inflation-blame-command-economies/

Asian trade
EXL3aSiEI6WvGrGk2RW3TVVUa0stC49LJJlqNDfwscsBxCi8tNriYZrsg3q8rJXAP5ikKdFHEuW3wd0iUa_Xts6JCOPcvIvO6SQZaQhR1eYaMW9lOl3OCSoGF8vbdk_opqXVq7h2
http://blogs.cfr.org/setser/2016/12/01/chinas-vision-for-a-regional-trading-block-has-its-own-challenges/

S(t)ocks. Via @pvkleef
yfbXLjknIgF758_AUNmoQr0W8VisbTd1ENYeS3GnsoDnBoAlVk8PQyg42ZzdcbTwQ_EUiZhhaRtIRuOedmK2d2TnTszq39UX8SKpPYvYZ5JrXQwHyqL9e-RS9ysnTEbu5450WA2V
https://pbs.twimg.com/media/CyrPXeiUQAANqd2.jpg:large

So the old folk are not suffering after all?
1Iw0ODiASruQ3HlWi9G2g2NV0Ry0L0HK4eX6YvFc335rvWsYAEXCG3-2Jpf2byKG3sq05_UJqX86A9PEkbiWOMjsq9T8TMS2aePgGTyzBYzEirIrpgH87MBYri8_yyOhEba8zMSP
https://flipchartfairytales.wordpress.com/2016/12/02/gerontocracy/

And the US schedule for the week ahead
AZm44l2mp9xklbTRFpmAD3CXftzczJbcNukcSfAcVd-Nnoq4gwsnW9_fGeIpLsiTKyvLNblou6e3aqxgfGxeKH9uVB6GKPG2n4u0BvRvhd_oekWdUy-FZDPB4uhSt0xkvmg_Kew2
http://www.calculatedriskblog.com/2016/12/schedule-for-week-of-dec-4-2016.html

 

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!

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