Best of the Web: 17-03-07 nr 1621

Good morning. US stocks look pretty expensive again…

https://www.bloomberg.com/view/articles/2017-03-03/what-to-make-of-these-twice-in-history-s-p-500-valuations

That good old Jamaica – Nigeria trade is working like a clock, this year!
YGnN9ag63-oTDO1rEVD3YiEe7ysOHroH7KzlE7cc0eKCdxGlrx6yo_w0YE_MoSZOmzFCWM_MQqNqd2clVEJPGnLgYDDi8Gx88NQLnmoltiKp6UKGgOivGgfwaRvLkz40o6qNe6xG
https://www.bespokepremium.com/think-big-blog/country-2017-stock-market-returns/

“What’s wrong with the US economy? A theory, in one blog post”
4ecj3zrpnFXPytV3Yy7-JDykeWPMcVZUfQAgqXvK9FJZzV3ADj7l54BtQvHlG4sZLsajYqdpAkBE--OwR7OeaO7-M4vN_kxFxPfcZuArZWyDhwYXHEiXj1dRD5nCP7FArMXqJPIv
http://douglaslcampbell.blogspot.ru/2017/03/introductory-post-no-us-economy-is-not.html

The BIS quarterly reviews with various special topics. Like this one on consumption led recoveries
wu7HGYvDriTK0VsH33dlu-eZgw0LbH85lsgp5VH_FudIbbeIYwY1hW0ZJFrqiXCono7IiWwDBwgyJQXBvvxg0_eCFsG5nPukqo-eGOucJUoTVuoryObr19_ivxWlhMqKYFcsnptR
http://www.bis.org/publ/qtrpdf/r_qt1703.htm#specialfeatures

A bit more technical: where are the dollar deposits coming from?
8LGQHv1stTUQryY14-w8QtiDc2N8ePil92JKNBfwSKEtzNYmNcWY5HtKlUgMgTq1EmNYyuj6Ug0tEBxhzeGpTtD-UZXeUWMgVcg-OEscWeWEPloZjXyUaIJ1H2jN-INzjQj-BK4T
https://ftalphaville.ft.com/2017/03/06/2185403/where-are-the-worlds-dollar-deposits-coming-from-embargoed-monday-noon/

Well, the chart looks interesting…
c9NxYhmMi8TO6el2Iry-e09gE9i_h4Yek1FdZYumu3W4yGzGXNmbAOkT8TMFlNZ58VCBMJHNCkl6e9Vw4TcR6uLZ4CSC_qKvOZFA5DlkLmt_bcjuznOoByXbl3jNLKDoCEASJmk4
https://shift.newco.co/what-do-economists-know-199bf5793ae6#.n2jkmhkj5

Another problem area for the US: opioids…
Lv6Ple7JKHkywjVEZLPc8KrokxrUDF50NDuFsGHXH8n8tqzIBo252_Up2v5JHv_742Bztnj2ivab4BYqKrUUm_X6n6pj79EnU42-OUkdCcc4l4z949WB4J3bhNE0I9vAH-6qZZQh
http://www.economist.com/blogs/graphicdetail/2017/03/daily-chart-3

 

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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