Best of the Web: 17-04-05 nr 1641

Good morning. Soft data has been driving the stock markets, hard data has lagged…

http://finance.yahoo.com/news/now-that-the-trump-trade-is-over-heres-whats-next-for-stocks-131928364.html

Interesting: “The GDP Is a Flawed But Magical Indicator”
https://www.bloomberg.com/view/articles/2017-04-03/the-gdp-is-a-flawed-but-magical-indicator

Debt weighted versus GDP weighted European bond yield
nF4gBkDhJbY3RiHphI_hrp7daZggHmbqRWIQzAEvCDgk9Wz5gevN_Fm10f7rpeWboH1Fh6jvzha-Bh5On2VcoBJYHAzAi3S9Ec9jptD5-WWEQpZwftVSZY71zBQtedFDR_Qj53kb
https://www.bondvigilantes.com/blog/2017/04/04/eurobonds-one-bond-fund/

Something seems to be happening in the Chinese bond market
-j9mEcfc27huwdEi1XQB2wmxnNG1Tc2Og36zDMOLcDgFes455afXERIJrkhQOGK7jbRRtc1aC7cj5XJiy9G3huGGP_4fHZQD2Rld1JMWO28NMntxt9HeeKpH8-NEqVMO6X5hC4l0
https://www.bloomberg.com/news/articles/2017-04-02/china-just-had-its-worst-ever-start-to-a-year-for-bond-defaults

Are US stocks indeed overvalued?
Id-FdkXbiisVeoZNbK8yUSSRcxYHN2k7vo1r0T746C-Wcpx-Uq5Rf2ifi2D75FgH_ViSKXSgcOeSeS6yOm8pbg9L3alk1_zGJb083sAvHXBUKuXWtMq3Lfe8sjPaqJ1yGoC8c84O
http://theirrelevantinvestor.com/2017/04/01/this-time-it-really-is-different/

And while we are looking at some history, here is some more
6kwI1wbOhDvJioaoKmPlCjCAmr1vdowvkN6g-i5GYxPOLq9QIra2pXSVls8xpvzkJLQBlK1_QuQgWxKaTb_vyE7MK5NVoWWa-OhLH-kndjeMk1UQVM-A0h6xSK0djV8NdAMY-x4n
http://www.philosophicaleconomics.com/2017/04/diversification-adaptation-and-stock-market-valuation/

Remind me to revisit this, five years from now…
3a3DPzQbBYF_goi27v0wcWqtWEmrGuIlbsqz1ewYfldXrjAb6jH-hjsysMPJZUKNCoV6MmVroBozQ_LHwqZoyxpa-MuDMvWXvwPV5Ey5onnpQdwnFoWXsYNTUAe4v8-jCPNOszn8
http://www.businessinsider.com/bank-of-america-merrill-lynch-post-brexit-trade-deals-2017-4

Interesting chart. Look at France…
dxTBy0NadGRHsnv4m3XbPcBemt36s5Jzxca0H677DXISqoJeGrKmTGZ8lrlil-1jHCt3qH-VtpJqv4DITGK29YhqnEPKflBwP5yhz_4EOzEFK0nkw2MQdZkd8GaeIDNKkvtXLOj2
http://www.businessinsider.com/jpmorgans-jamie-dimon-on-brexit-and-the-eu-2017-4

 

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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