screenshot 2017 02 07 05 54 23

Best of the Web: 17-02-07 nr 1607

Good morning. Nice one!

https://www.weforum.org/agenda/2016/11/america-states-world-largest-economies

Another good piece of Blitz: ETFs are on aggregate neutral on factor exposure
ONT3aNcQVt6nsPmbipA1ggruqPLnkYtRFtx-_tn00REsAE6ksaTcgmAlijrdItWJ-cpYZOgyZuWti0j6B3sf1xlSj4q71a54V-UpQK8UfsBohSHX9eRI7XuMxBUOEcLfvYFckfZ6
https://ssrn.com/abstract=2912287

The art -not the science- of Economics. From “Forecasting euro area inflation
using targeted predictors”
x5T-Bp4oR8Gnb7buwj2ymde3a4MUApB_H3Kh5oSrTiUVZePpLdtvZSX-mdCcp3hMqVdH8cXam3a72pzeEsim5eO3L_O1W6_1jTS93jRJVlazkOD52N7mvYpvr8KLXS51qG2Ef-DE
http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp2015.en.pdf

A report looking at whether semiconductor price declines are recorded correctly in the PPI… (spoiler alert: nope)
-jDeK9mQzyST1mhfEfnfXvDSJ4KVPGwnQNH_nRX6_-i2aTNdOHqpmjMOKDq7Fiaq-WGVRgznLdQSUTjCTB5zzhb5lz-OidWJ1E4NVXekeiHcIAvKgRpVS4p6dLwteRvqDpkh43bl
http://ritholtz.com/2017/02/fast-semiconductor-prices-falling/

Whicjh US state would suffer in a NAFTA meltdown?
TTCu9SXgajxLF6I8tuwmur4FguYcw08PXuBrhlmTsTFTe4cgc_SRIzGuddeFF_jhxFQ6i9IoLrGP0YJqx8cDVg5XOSBsFBIzYpvdQY_5sCPvClcWlCAIlUOLGo0g18mxDQ3wI1gy
http://www.economist.com/blogs/graphicdetail/2017/02/daily-chart-2

Cool interactive way of visualising Mexican-US trade
t9iSOP6riOgs5voT-8ArKlRUDqx7MmWiY26l9xnAN6zKHg22AhmsCMOvb0LzS80ob9uu2vywO1MzalKGKKACWFx90N8IQlsQF9MCUcMBzRMQScUKEnJuyuwauI_-daSRSTzpduEK
https://qz.com/896482/everything-the-us-imports-from-mexico-and-the-tariff-collected/

Say what??? Factor Investing is more art, and less science
ysEc7JidZWb1PSu5p2jcJA2txx5RItoRhNzx5YYuJwh6UVGAS4BmrkJxzkC-EEnUaxRRtZjdbvBSRFsZ-iKnbAjULEsFRdkawNeC9kvQjKNRrScK6M0wXw1m9vv32wmEOkmmxvq4
http://blog.alphaarchitect.com/2017/02/03/factor-models-are-more-art-and-less-science/#gs.PzRnjCc

Interesting chart…
qK1SUtrdtBmzTK3W9DT4Y8pSNCFinJTsHf789EUyqCU0MEGyyJFzYRIc20TsAyLd4roo86OwmBoPziiDS8tQWngDLCm8DGIo1Bbamx3BusIB6qLmkYk8IeWdKh0uv7rRVJPPAd3Z
http://www.regblog.org/2017/02/06/miller-perez-measuring-obama-administration-historic-midnight-surge/

UK house prices over seven centuries…
5UUeGAui-_0aujYwt8QpX2tYN13bErDtApUdu5zOz4bmb86KDqqQtFnD18RuCsJ5dviZ2B0TUL0Z402dQ9XL6EUhbBU8YH33u5lZVviOgtOxn9cZXm1XggCxIEdEywRrt7ObLNrp
https://www.globalfinancialdata.com/gfdblog/?p=3994

Political risk deviates from what we have seen in the past
X9gYoOEruOsiugSZj-VaMhqinHq5JesEmiAJIoCq-SaoHf1E_6HxfBW8ggiVdkj3niYCjAPI0bBj1tLkVa9jfz6AaBOcNiOUk_AkxeWbgZkqL8j0IdHoSyBdbDxAVSOqir7dwRef
https://ftalphaville.ft.com/2017/02/06/2183903/__trashed-2/

 

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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