Best of the Web: 17-02-07 nr 1607

Good morning. Nice one!

Another good piece of Blitz: ETFs are on aggregate neutral on factor exposure

The art -not the science- of Economics. From “Forecasting euro area inflation
using targeted predictors”

A report looking at whether semiconductor price declines are recorded correctly in the PPI… (spoiler alert: nope)

Whicjh US state would suffer in a NAFTA meltdown?

Cool interactive way of visualising Mexican-US trade

Say what??? Factor Investing is more art, and less science

Interesting chart…

UK house prices over seven centuries…

Political risk deviates from what we have seen in the past


A complete overview of all previous editions of Best of the Web can be found here 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 Do not quote unless specifically cleared beforehand!

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