Best of the Web: 17-07-26 nr 1712

Good Morning. Are commodities cheap?

https://www.bloomberg.com/view/articles/2017-07-24/commodities-are-good-for-traders-bad-for-investors

From the study “Central Bank Balance Sheet Policies and Spillovers to Emerging Markets”
kGOhAQPjp74GAXGI1DjbI06T6gCGfrNDfZZ8AcTyW2smnAByNN_foUxXIonTw1JtWqpPPWa9E7fvxDwG8HfdAhXQY_FE1iSYyteZP-cSC1PWFxdGUEymNkIPpcu-nw9mDu5dOAlT
http://www.imf.org/en/Publications/WP/Issues/2017/07/25/Central-Bank-Balance-Sheet-Policies-and-Spillovers-to-Emerging-Markets-45112

Shutdown? Should be no problem, with all those Republicans in power, right?
ow1jBji-mIm0EM9Ka9xvsG1JZQIxCLJwjfROR5KmKLQvfRkNTEx8BZKc0qGkuDA1kODHmT6YHuKxHrXe7PWi6YINM0WrECOiX6Wg5Fc_Rj-s3vd-BnRirOfmzWiLkoj_S6rfVr0D
https://www.bondvigilantes.com/blog/2017/07/25/debt-ceiling-tremors-treasury-market/

Big firms, high profit margins
S7M0NH2K4kTK24ysZ8tAYueUOYh6eJubO3eQIv1lzMwYwMLj4e8bw553SpSyWOZ8i512_gIBRXkmaFf4vPaVayBihYVpnXO95N5ZIeQalBp7nVEDHRP6tROq6y9DsKmEh7Ff55s8
https://ftalphaville.ft.com/2017/07/25/2191784/on-juggernaut-companies-and-profit-margins/

“Will Rising Interest Rates Lead to Fiscal Crises?”
wLcaYAZvk82httLbL_9RxI1Hur5tzzxTjnOi3krnDfQ3a3xPo-U4xEeyNUI6zSdd7lBDLevICwekVpp1D_4Lslp3GDbFut9nQlzQJ-1dVORO81DlnjaP-DLJ4iFRkjblg-C-Iztn
https://piie.com/system/files/documents/pb17-27.pdf

On a completely different topic
zv7e4vyfR6NjccTlIYJA8WmcN3L_EGXFgfbSm7_X0-bvhz3cJHAzv1BNf3UmZweN03RVCHdTFFej3QFyV3MSvbYTdvNz7SNF3O2PjBB52zcNQwDUCcmYjP1rYRwcziBV3_FTaG81
http://ritholtz.com/2017/07/not-deaths-equal-many-deaths-make-natural-disaster-newsworthy/

 

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 Do not quote unless specifically cleared beforehand!

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