Good morning. Find yourself an asset manager with a poor background.
Bill Gross’ investment letter. With poem,
Explaining the success of the UK market: the GBP
Equities since the end of the 2009 sell-off
The negative impact of tariffs
A bit of reading on secular stagnation
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 Do not quote unless specifically cleared beforehand!