Best of the Web: 17-07-12 nr 1702

Good Morning! Ah yes, the Presidential Cycle. The next year, no gains

http://www.crossingwallstreet.com/archives/2017/07/near-to-high-point-of-the-election-cycle.html

QT, the reversal of QE
y4d1O33lB8loUJQxSAAargREBm3jCpTufAcOgWuSlsfuqMCLJBU1zt4HnN3AeYlPMg526ykqeu47ZmrTzaGJ6AiRV2f4OYGSNNunC1XLpadBXRoCWr8aXijpKFdzkzkjq7TJI-XH
https://www.businessinsider.nl/federal-reserve-leaves-questions-unanswered-with-plan-to-decrease-its-large-balance-sheet-2017-7/

A bit of a critical assessment of ‘smart beta’
tUHxwEcqK7coViVQK-HoZKpbz-V5RnMyN1-gD7iijmi7oIXjXSWqDWobWWi7vuPaFebVNmQw3paWMBIHkZAvWtQ1xJKMMh0EpOYW-J69KAOE50LjtQYC5On8rg9b86BomGqs76YD
https://www.ft.com/content/828ee964-617e-11e7-91a7-502f7ee26895

Is this the new Fed Chairman to be?
8wVVsO1ZNpuL3nR1YFfGr1QJxmWKcj02jZpSZehYfbI6Sh2lZ2454Mzuxd1Jd-nUM8EAQ8CptSiWmR936MGwuqrKGwvc06e1p95hgq9vplChXSJkKnOOrtBrheRb-QYilS-7hZra
https://www.businessinsider.nl/gary-cohn-leading-candidate-for-janet-yellen-replacement-federal-reserve-chair-2017-7/
http://www.reuters.com/article/us-usa-fed-cohn-idUSKBN19W2Q2

Best of last week!
9EYKYlo4bdHKk653-uKH8rrE8VtXFJXYMysmFzYEsQ-0JxnJnJQTg_dwaPPiJpz9opAiYxKqUjYFd4vC_KztyoqlYPOkaGH525doCzSzBnHTG2jET7oSHHgfk_4nI3e-hlekGXxW
https://lukasdaalder.com/2017/07/07/best-in-economics-this-week-july-7/

Dark pools. This is not about swimming nor about biljart
r1avaY2K4JypEcwY1hojXj8HAwEIn1YRoEE5TYiiZ7MmWky6n1fuJfmNTpx_9dy9czoJeL8LmpnLe5g5BNDzCo4Bc2PRNeQaRH_OvfJOsrgE5fgZ7n7cwJOvK8pl4veEHV6nv7_Z
https://www.ecb.europa.eu/pub/pdf/scpops/ecb.op193.en.pdf

Only one Dutch Unicorn?
Xy5I0FQezhh2kl4AO9igVocM6afSITfiSo2k6UOOQXLwpi2HGYdCHS3wp0N4KYuuTEqOz7HGoxf1tVClzHhdBvZ09tt7jGQm3uflwhDdVfJGKuAwk-wULUCQDrzTYBd3Fh5zp-F-
https://ftalphaville.ft.com/2017/07/11/2191278/counting-unicorns/

Interesting: if you want to erect a takeover firewall, you better do it before passive investing dominates…
hFX_JLi4LZ0NVSNN667-ybXtDeyLfdqZVmumW3leAg-3VsRQGd8X8aIX6tCfdwX26Kd-Z8iDqpkfYbmLEoQ9xT9-fCIXJit6mKHaAhuTUpe0ho8987gs1F0fHyJvGReLvqrFLNOE
http://ritholtz.com/2017/07/passive-investors-new-shareholder-activists/

This piece of research is getting some good traction: “The Hartz myth”
cjRgkiINDFHkqCWsrga0MSR3vcwsVdoArvrgagsHfPLeQaiseTORscNdPYfg_QrID__O8adkl65nY8-dMkupoU42dod9-DjoaGOTAH1n-cVHxOKlmThlyrje-I9unLxXvmI8pkzq
http://www.cer.eu/sites/default/files/pbrief_german_labour_10.7.17.pdf

 

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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