Best of the Web: 17-07-20 nr 1709

Good Morning! Where is the dip? (and indeed, the more volatile part of the year is still to come)

https://www.wsj.com/articles/where-are-the-dips-the-weird-unsettling-rise-of-global-stocks-this-year-1500456603

This is not due to the Democrats, it appears…
0e4h5qynJlOOZw30HsM8fGNgRfHcrizxa6xN0154Eiy4LVDI6ZZ16_xqaqV-cPVf79jMQcTUqYL5NgDOHHQEo1_yUyymjzAaH5P8nzvi2srvd-8CcaCs2g-KwmusJdxB6PKD_oF_
https://www.economist.com/news/united-states/21725346-statistical-comparison-nominations-submitted-past-presidents

The ECB looks at two different Hawk-Dove indicators
T_zcZtG-l-8D9Riqe11kw5A3atsafLUYUQ1ZLZNKwUsxNgW4unO0XiIBecLx332HvJFFcXPp-g6bYrWFqKFWE432HmzF5uhDXJi_qG4pKnDvuaRl3rZSC3yZm_nAdgpQBIg5ziap
https://www.ecb.europa.eu//pub/pdf/scpwps/ecb.wp2085.en.pdf

This one is on…
kHIA_SaaWjxjzbPcZyPiqCp3MJKcH3ekBtFPxdnaqBndpmzuTYCMhRJZ2342o3zjvPeDt7ilgoVMJGwt8N5jqqwEF7WfC_LZt89_nfWwLuB8MxbPJK7LUDhSv6MN568t0dGahq1X
https://www.bloomberg.com/view/articles/2017-07-19/millennials-and-boomers-are-different-but-not-why-you-think

Interesting bit of reading on crisis and recoveries
OkLgxDe2ZK0aDjA4fiq9Ki4QXFxcqS9ynuyYgoArcrXiwfD3deooHgPdr2nWIfMVyzgILbNu1zyI0_rdH1m5EfULA1gHHpn93RY7fMQfx4WNuvmdZ2VwH-s0viEyOhg8S6TUHQa5
https://www.bloomberg.com/view/articles/2017-07-20/yes-financial-crises-do-bring-hangovers

Scary stuff: earnings have become more important over time
9NIezA3-x3kiccmWN6zFtsxD70JJmE94CJj7GxsWCg10dnhNiQ7fFc88baJdoPpAVYu4OdrvEaxCpWBQ-i_bRhlPQ1lMr-HZg8lqVlw0F9t2n4Z2QrS43s_J-24pD5r-rky0u21Q
http://www.businessinsider.com/goldman-sachs-theres-still-a-killing-to-be-made-this-earnings-season-2017-7

Luxemburg’s fate is closely linked to Italy, so it looks…
iCeM5Ywu5iLBAqMvz177I668BZoccKcuFwT835eg7aufeTZBaj_wYlClaJmmeiGVlEjw9xF9PrPua18g2ttp3MZrQrpdorCOr-UaAHDOSjNcdzL2Ou5N4wMhqCfw_MtOPJI3suds
https://thegeneraltheorist.com/2017/07/19/the-ecbs-target2-challeng/

Interesting chart, although I am not sure if it is correct: 80% underperformance?
GyygmMvK69n6ztF_xoStPXW0MSV6JmjiGnPfPjADm7ggKh0mG37pGhU1jRz_EZNQt8e3TU_G-ShRCSOuzJ8UJRqtr2fNqbnwYa6ARUBsXVj5wZMHkY5D7XuCEivgRrEljEE3d6YH
http://awealthofcommonsense.com/2017/06/patience-exemplified/

UK recession around the corner?
zwwT68CWXesJph-LhBhluqcVAevnWxSJE6F8Ojgk2pevlbHkTAW8QqivjUEPF1mdTqzej87QDS-6gs_XiFguve94lzjMQ41U-b3lhaw9u8v7JhHT1o8_-x2ymE9rRcM3u9WAxq7J
http://www.businessinsider.com/recession-in-the-uk-in-2017-credit-suisse-2017-7

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!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s