Best of the Web: 17-01-12 nr 1589

Good morning. Find yourself an asset manager with a poor background.

http://www.nber.org/digest/dec16/w22517.html

Bill Gross’ investment letter. With poem,
hJKZs2ukSCU2bGrkXFLOQf8AOtP5gB3zFi45rJmR0Ku_33ISd87JKxrI7dPM_Xnb9gmQjwK0uaTNnRSVxbl0jj4T80G_5BrPDmRgNaHCCs2P5T-84WtbSrChJZgkYKdxXbF85Fty
https://www.janus.com/insights/bill-gross-investment-outlook

Explaining the success of the UK market: the GBP
YNBdB5FSG2OUexK9cDB3VqZH0DtJFP7Z51L13r7S9JodhIyq0pqBePEYEaLXoahpeJqkF0FsNFx6OA-E2qUqS54fv4uEQwKM9IsACDIjXN2xE2kRisFMAvzJ3Ser5LyWYR7v_TtK
http://www.businessinsider.com/ftse-100-record-explained-pound-2017-1

Equities since the end of the 2009 sell-off
3Os9xstMaW44NmtloJk0s3lqEoEszLKwOuUFf4xHOtuwO_vzubHeX2wSbh59wO8I2i1gww_id6s8nPJllo6XqRCkm1C2to7-ETDtRqXtYLjv_8ujHVwq6K3KC4fwsurrZ6jwysyo
https://www.businessinsider.nl/jeff-gundlach-full-presentation-just-market-january-2017-2017-1/

The negative impact of tariffs
e-s05NBTHvUidR-qgKP1_zSwE7-klPUFrqrCZMGYUqWdDE2sxsLQtAvjzYRaCHrN5V2kvr9Nzf-assn_XtCSKFJyhJohqrACjmgqLcR30FiWZLGArZvBTViHVYQ4nARy9FBDBamO
http://www.businessinsider.com/morgan-stanley-on-big-debates-on-wall-street-in-2017-2017-1

A bit of reading on secular stagnation
hosa5tNrrQ8h6ziTuH-LOcambfs2KPTMmUT-Z5KDm78Vw7omh50y6aQWJvRaVGi2TonQjMHFb3MnqFfpmF9JS_0SwqXHpe4b43RcFxKvcJNPOeby0DUzoMrz6xufsZVuyt7ZbAsV
http://www.bradford-delong.com/2017/01/three-four-many-secular-stagnations.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 Do not quote unless specifically cleared beforehand!

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