Best in Economics this week: November 03

Eat that, Bill Gates!
hs32fkaFx5nAe0xQJ5Iq5akVURbqeR5M7S-vooBLYuNspI9ZNV14YHh07rFf3-33wVyZbBiOfCI6JVVS0pq0aiXFIfi-F9JN9exXGxeQQ--LVlG7JwfBMXDeQ4wDTiyByinZKDpL
https://www.bloomberg.com/view/articles/2017-10-31/manafort-mueller-and-fixing-democracy

From a reversal perspective, this can just as well be seen as a ominous chart…
rtPA3EkNdw9lrpd7jeGgtqVIZmHoyfED6jlzSdOsNNJkz1stDTF4R_DUtvZOmZhZvNt3r2upP-bIoqmA7lcpl2trEf97KNPKTXdFJF4_kc43O-6K1BXtYmSMgfbOifmVFsGAQ4Pg

http://www.businessinsider.com/emerging-markets-carry-trade-treasury-yields-2017-11

A pretty extensive discussion on lowflation in this report
6_t0SsFKnVf8CKDfHR8SAN34drMfkKvYAZxWyVgjpMAnRhut5m_05ASe-EtHBbYH-1_TTZX0wURA3eBbGWgMnzZTJwW1d10h8RXlCYlxB2zaoFw3PLc0dLcD5pWdHaBgf0LD6Aqr
http://voxeu.org/content/and-yet-it-moves-inflation-and-great-recession

Cash is King no more…

8RFtfojJ5FTq3u1BECXu5nfI_98bMi186WJFIDTHRnno_MxsqgJkWbGK0PSpnU8_eSTXSrfHX2XOO8oTmzxqWNTdKgds0GWzJplcTlbTJ5q8KjierWWiaEHDWXsLZOkPiHQXzqvT

https://qz.com/1107328/theres-precedent-for-amazon-competing-with-so-many-companies-it-doesnt-end-well/

Machine learning stock picking. Not as good as one might think

mvhQAKjaRTz4pRy5zL7SG93e1cDlRRU4eE7t9psFcQyvcvDIHW1UU8p_zrmcSSfTsH8JVtYeDGjvtSK6Cfeg7HEdth0TggJGjp22QvwGQg0RRtB754GyG_ma14LW81NEmX3Ode5j

https://ftalphaville.ft.com/2017/10/26/2195292/machine-learning-the-market/

Ok, so n=4?

7ZOYmcwsjFmHU77ZnVbg6aKAk4Xqymt3UV37ssHUwWgicDyle81LCE4FzCvp4KBa_gp-NzgV-yREriQpTnqrHX8Wg9TZmAyn-S3gnSthS3kQ3BYRrVEGGWm9OkqaJL7Sbhxb0Wld

http://www.businessinsider.com/ubs-predicts-brexit-recession-2017-10

Didn’t Sell in May? Please feel free to stay.

0EHXVg9ZjNY-XkOTTyYXd2p84uIsKkXBYSpHqKB2OuV4KreVUzT7qYivKAnqPHpgNqnIs93Dnzyj9tQiJqtX_QtrgljrBz0VzzZrytmxEHSZZyCyqJMbXDoNUrz0tImWoI4y2BQt

http://ritholtz.com/2017/11/much-sell-may-go-away/

It’s ba-hack! (thanks to the euro)

jshOBRjojuus5J0o8xO3rgyIfLLERMGLDG0aqvC6Hjxsf0ZWoaXxBtH9a5o6QBwKEwWu8kJp98bMTuUmH8fl3bFhEqjxFw9z5JTakcPVhQUeEmex-qxoxphBVXPKhgNfLzBkb6lJ

https://twitter.com/HolgerSandte/status/925679723417612288

The Economist on inflation

HGeEKS-SMlEYw9ELWn9mtSk4eOMcMlDvuGeGRhIIZddm3_cA5LMSTJKhXyda1MXhCydzrOQO9Kkv2nY-Gq9i_5GyaCuWyHAdOwPPB4fRjLinu7GNjYwOmL5BGVmtcyFlSJ5tGg7c

https://www.economist.com/news/finance-and-economics/21730930-central-banks-are-beginning-raise-interest-rates-anyway-global

Remarkable trend in Japan (and in the US, of course)
D4K9zAw5JsiPVH8e6kEYyGkikud6yxHytCUZVNZlBofGF_r3oAl3X5P0NxsSoL-2hwo79Crv42ZLxdhUKqEVBMiPhaAiMOnP1QIcg_D2h3D2fB7_awqc12xygh-KuHE7aqyc0pp7
http://www.hamiltonproject.org/papers/lessons_from_the_rise_of_womens_labor_force_participation_in_japan

“Behavioural economics is also useful in macroeconomics”
8o-gPKXQZfrzI8xAuFLgP7Os6pddb3A2zPWi1TvsJ4YTuktFX5pE3oqPwk__DfGu5wn15uU88Qucz8rmM3Z5peM9FVlV_eLAcjoQZ70u5KXDKpZEQk2sQGvUpTPtHegYFe2gZ7Uc
http://voxeu.org/article/behavioural-economics-also-useful-macroeconomics

What I find most remarkable in this one, is the lack of a 2007-2009 capex reduction
HbDKQu8lp6tj4oAasH3nkAu2qeic6WGrPULaTqFq2sagBTjfNyMlX2jr7LZaOKPfbeWe6yz2VByeg77M5Y6WHXoTCfW8VWOZrE7fE5180m6VtWuNMrRmtHoixfLxSgZEntbENt43
https://www.businessinsider.nl/stock-market-news-capex-spending-causing-huge-shift-2017-10/

CEO Goldman (Blankfein) earns at least twice as much as all these combined…
u4mmXEmkq32p51SeLFtIAC5pwfUYhs3BN0nfxzKanIBv9NG_UG2IIY3Sgm2x44TUbdPeF0TCTVsaKKb90aJRocC8RYBbsil9by38kC9DNc38oT8YgBMB3pb254ho4iTFePXL9tz7
https://www.bloomberg.com/news/articles/2017-10-25/looking-for-wage-growth-ask-latvia-s-central-bank-governor

Oops. “The tyranny of benchmarks”

0FsTRl_sw-qaJM6BJA2fwc7iq6zYy3KYPggKhEUlSK0Jjka6Ft6gxefoJUupnyMFkQ0t6JS1lAtcrczGM6zFziYixPzIxZqa0kbEgnrV5Va6iJYW_Zr4OslBVLv6akSfY4Rtai0_

http://voxeu.org/article/tyranny-benchmarks

About that highest tax rate in the world…
M80zacgkXWDZmU4COiXFKo6ql49Z59DOTFhwMovlG-YngkW7jCBngCNGI044bNSZUXbX4ha4cGZAiESyZ6yeOJ23fniMzNymZegRDEcnLGYdoSNmjIzgaxsNk6rJds5TYL8f6yv3
https://ftalphaville.ft.com/2017/10/31/2195336/the-most-elegant-corporate-tax-reform/

Sub-Saharan growth rebound mostly linked to Nigeria
LecdQEX-fdssWwFcRy2z9B7k7hJo63XGSQmFOwimBa4au2a_yz4UMhK6UmpK0BWoW7nzMaLZ2yUedYjEEwLkHVxKeR0ZjGFfe-y30C5j64NJYqIJZVnx4C7StEbXEAv6c0IBhwhH
http://www.imf.org/en/Publications/REO/SSA/Issues/2017/10/19/sreo1017

 

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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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