Best of the Web: 17-02-16 nr 1613

Good morning. Good question: “should stocks be worth more now than they used to be?”

http://theirrelevantinvestor.com/2017/02/13/should-stocks-be-worth-more-now-than-they-used-to-be/

Another blog on the mismeasurement of productivity
3TbtjNt6fG3E0laUzR2rr0fRFMIx74ix9aXvAw9WM-YMhKz75elpk2CMdMivLd4MYqXBpcZyCKR0uLmoDIbtd4gnsTWD9bb1R6UZ96BT-2_9UwP2igRLJt6RLqsFTRDyOCmxmDvK
http://www.frbsf.org/economic-research/publications/economic-letter/2017/february/does-growing-mismeasurement-explain-disappointing-productivity/

Following that extremely bullish China story yesterday, a bit reflection today
ZuUrMEWIaFip2tEThKDPZ9PaPm9nC58FLT8ZQeLsidmvzq7ekQFtuMGBzMzsJDsCOTpwm_6x6IbK4y2KbxLlzJn8LKs8Q-tJr2V1ggMfcu8AgtXUU7dJYRtOgx5Sb-6Q586Odw7L
https://ftalphaville.ft.com/2017/02/15/2184520/what-chinese-monetary-tightening/

“Passivity Is The New Activity”
WDhgWr-9O2OK5quE3wFCfmGw8sbEZ4-au9C9UdDooXMoNHwKZ70wG_YRBjhFFqBk-qPNq7tttV36GeWKwbvN-9RuP645WAB6n-y7W6u_x0F2WB42yyNwWwQg7ENaJ4-CanrxUt2_
http://dealbreaker.com/2017/02/mike-mcdonlad-get-passive/

On home equity in the US
HycsglTfNIP0nVX1ankJ6jQUm4OV6BQB75zppuR-THZGggmmsSIqUAQpWkFGb_nfdAdrPR5nx8Hwc3ywHONbX-vMG0tlPQzpm6iNRZaLM-zg1KX4Vdua4mBjEsJqyFia1UP_GclZ
http://libertystreeteconomics.newyorkfed.org/2017/02/the-evolution-of-home-equity-ownership.html

That does it: Nigeria falls of the where-to-go-on-holiday-list
SbcBhV3paH20onoDtZeYmR1DNBzVSSKie0lZSapgHfnmUgZKrAL1MZM8B5C7zabyhPTByw6OM2zgtUDyq7bx-4lwYYXCN7uVD92y8ngWXAHxWXNcwNcIVX6rwffNOEwVf12aki3X
http://www.economist.com/blogs/graphicdetail/2017/02/daily-chart-10

 

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 Do not quote unless specifically cleared beforehand!

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