Best of the Web: 17-07-14 nr 1704

Good Morning! Another way of looking at the value of US stocks

https://www.businessinsider.nl/stock-market-icarus-trade-could-pop-bubble-2017-7/

Martin Wolf tells how it is…
b6xXni7ljtYYK8pFZkhuVDwCr4_PoEdiXAmS6m4ZSf5Z3PcD8P7mOwdBa3LsWNZeWQX2OzuvM4fgFrl1RkopxUxhg_Hsi_bcyexqwfPWys2m-B1J7oLsGMgvi4zlkEGGV3CYdSh9
https://www.ft.com/content/bf0025aa-6720-11e7-8526-7b38dcaef614

Cool animation on migration to the US
MlxHZFbHWekL2iuoGfSJCC7zWbLsyRkLk8CNiwlNwPAKEwEH6vpbNxJMho2CQP8PVgLoZ-DJyveS2OGTqx9RSOmQ8jWNp49z5zST8nMwoU8Lh-Un_3RgSKuB-DdpUpIXxA3mneL-
http://ritholtz.com/2017/07/who-came-to-america-and-when/

The IMF on Canada
TrvxgXToxdDGshs8eEwjtitwPtZDvCzGccNfqV5goWQqparmJodi3ZwK4PM0Bi53oX6SGEKVMZE7AgVhjcrN_Ne4h6IupfQumcriFRMpSU5c3D0gDihvrJYcFUZP7ITyeXSv7Uqd
http://www.imf.org/en/News/Articles/2017/07/12/NA071317Unlocking-Canadas-Future-Growth-Through-Infrastructure

The famous Big Mac index is out.
AkMUs6fkj02y9pfXAnT0VhvaKyYEbA8MR0RMIPplaGWgYYxHoAJZ0AdxJk2Q2ko8AKWnO9YC4OwHdPDDi8VfqNvGf-rddSMl6nwh3ZhxLzMfoiD8zhdnHDKmSgM-nodTRwT6402j
https://www.economist.com/news/finance-and-economics/21725034-dollar-has-slipped-over-past-six-months-still-looks-dear-big-mac

Another measure to show that this has been a low vol year (although the more volatile months are still up ahead)
BZMHP24kp6xRCI-RgL5cI10hc4VyRXWCepZkfETynmyleYpesidpoDKKa-FKoQdo_gxd2MxcFdD2YwVjvYkyiAsnuGFtWqV9K9VTvOSymEb5MCVIn-TbIILag9J2E_DIl7-BvAcQ
http://theirrelevantinvestor.com/2017/07/12/the-constant-reminder/

Credit Quality is heading lower
FZMCx-xzVKm1hZFSEHG4m1LgaseH4LseMbP8r2INylvh6cZyRzl0PcVp7lf3rzX6n7RXSySKWAo998yamUeyyi_eGHCk8HifBEeTegiLEWf87WLpvwqAAcMoaEIAbt0h_8S6C48I
https://ftalphaville.ft.com/2017/07/13/2191354/this-is-nuts-whens-the-crash-36/

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 Do not quote unless specifically cleared beforehand!

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