Best of the Web: 17-05-04 nr 1655

Good morning. This looks pretty strong…

http://www.businessinsider.com/stock-market-compared-to-pmi-2017-5

And here is another strong link…
HqEYmw0EQFip_8uJFAipc8cMIoJx9_OJwt6DRLPbIUAE3c7e4rYDrOMF-PuU81Sh1qheYBx16twxclJ0F2Aekbg545k9yaT21M6E6c4WxZg-16mTil42Pe-jpFw6QIuvdDaVthem
http://www.businessinsider.com/fed-meeting-statement-why-economic-slowdown-transitory-2017-5

Europe is overtaking the US on various measures…
J5Wv45BRjajNm30o5KMmT9o0vxcD79j1CZV5oIh3Y4quJq9JNoHzjPOA-Wr-VIJvKR5A5xg4rtJRFpAYSEamH-Ua5XWeSX34Yl55wTszbVkhNEgW0mHRBBdeu6IBi5ZQeDPmTcCi
http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-1

Haven’t read this, probably should. “is capital the answer to Germany’s current account surplus?”
df-yGDLFRPawJp6Np1DNYH1ssbat_ZzwfT8K2jVzAVOzcFXOysl5Uakkzqm2uJ-f92GXpg_gXE7Mg-pysvU3FJmYSBvSm0pGRgAdouSp2vsvDitopd7mArnRVE6EVAjYlbjtkxKU
http://bruegel.org/wp-content/uploads/2017/04/PC-12-2017_2.pdf

Globalization, the long view
xvsgyofQZDcx2oB-EITls4SCdCRubVTCkc4FxESLNqv5BmLn7JKHJ9z7PQ0CYaaLf3AzN1p0vpOty78vnk2Ttr-e3yx6FWboMn-wFqfv12DNYuD1VuL5-KkYL-QeSYmsbtydQlqj
http://www.bradford-delong.com/2017/05/globalization-in-the-crosshairs-trade-jobs-inequality-globalization-robots-ii.html

Fed balance sheets projections!
kqJYqJAB0EwP59PxsHoxu9suk69CAxEE9U6YcV1phE1JTns2WkGmBq-d24zbHWO9eTrULhlJcutgsUAU8HnNYeFaEISAFhvcbyr0J1fH3C4MB89XENNgpW8EQyEsRG27kWXAmCx2
http://www.businessinsider.com/charts-that-shed-light-on-the-feds-mysterious-45-trillion-portfolio-2017-5

Apparently the decline in the VIX is the weird one out there…?
CixuDxCOvRB1eAWB05fE5Fuuoih1hNn2JNdFZ3zhKLzDSmSdRrNq5R-UoXVlMZ8TF17-YWwOOgP30SBq5Th-sORfzS1YSR9aYidvfjHMVy3WmV78F6pojfdjwa3l_nAFrgsHPON7
https://ftalphaville.ft.com/2017/05/03/2188230/its-really-very-quiet-out-there/

And this was one month for the active managers
_0VYzC2y5TtXUysaOa9hMY_Wm8P4Se8jGiiYeIIv-_2cvI5sdB8gvYZ2btEYZXXk9yCnbczyziUI8CTAJpEdQ2LrnTL4M9RGoclOwLXggkYr-fpMIrwM2gWM5-oYuPy0jZdUVYoz
http://www.businessinsider.com/large-cap-managers-stock-pickers-outperformance-2015-2017-5

 

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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