Best of the Web: 17-10-11 nr 1751

Good morning. Ten year returns per asset class

https://www.bespokepremium.com/think-big-blog/asset-class-total-returns-over-the-last-10-years/

Macro factors are explaining this market (according to Morgan Stanley)
GvQ8mhi5mFceoHXCAA1zHYsoPSNOCsRACiTS-itRMMR_cq9ZC1rts4p8AhF_ZLrDxVo1MCTSgoW0wuqNjAL04pLv5n9VHitldYDLOHqyE9cS-aTOly-8qJhPiNpOJYXUs3Ui0al1
https://www.businessinsider.nl/stock-market-news-idiosyncratic-trading-highest-since-tech-bubble-2017-10/

The current state of the World economy according to the IMF
97SbZ26lqQqgRvZWQfbalR6ieXyxlSLjJ9Zn93NvoppVDJXAV22uAhoStdKREF_gufO6h6ausme6cxgBRPSUtRLh9C4N3YFRXgf4biQcjJtdtb7YxYuP7uRfGmGhyFR4Vw9YmVTF
http://www.imf.org/en/Publications/WEO/Issues/2017/09/19/world-economic-outlook-october-2017

Asset managers around the world, eh, the US.
a3DkxCYZPXSqnecPH7aEwtvMPKtyUnd7pQYPh9SfnrwdWTzbo-UA8wt9ZoJ3bc7R6WZ2BZFZfayFsjZzNxMTYk64NLblQP8cnhgibDwWPg6EU9d6RGjSoOAwAa--yf2NZ6m7jvzs
http://ritholtz.com/2017/10/trillion-dollar-club-asset-managers/

Best of last week
b2TiOcQQFUsQHpMyioaAO5FC18bnbm-PowpxO_UE2iFBd0wHxUFGFHVZ30cFp4peNeZFGftFtjt-cNFktdKH4gURXKyX0vZvtDqSDLGZfr2hTVf7fUwdNoNA24N720L4aYke-odl
https://lukasdaalder.com/2017/10/06/best-in-economics-this-week-october-6/

The US still has it
DgK5HsQvxLGwZHW_dnKAL7TlytBWmLM59AJo5_I-ym5Ul0SgQME8swKJh8TES8gYMB6zfCXnIo4fr1jjJO0dT9_hJGPEMKcyR0UrRc1Y3Kbx-7mowT07LhMndGNpH6R6um2bU15j
https://www.economist.com/blogs/graphicdetail/2017/10/daily-chart-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 refllject 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 Do not quote unless specifically cleared beforehand!

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