Best of the Web: 17-11-22 nr 1780

Good morning. How would the 2008 Volkswagen bubble look in this chart

http://www.businessinsider.com/cryptocurrency-ico-bubble-2017-11

I don’t say this often, but surely this is a must read for asset allocators?
HAEcqVsHow8yENrmQV_B7I0_sWwAsdNV36AoerdUlsNDwvTftJQIVrBi4EFxMTCIzTgvwG0tcPe36yUyS69KnmHPQuNIInUa_TgSqQhQ5U_xVCeK5PcXos7E7A4YddE6qxOe88ZE
.
mNKD-9fMf0LbJVdFOEYY0ecCxzIlGbU0cDZUNyB6EOh1qaSbdJAlkA8R96utsHcZUvJoD8BoEAyo3-AV76R-ktTp_4jR55YzXXZDHqMW9zNCe0HTo1vfYZuZkwUvArr2I2PiWK8K
https://www.bis.org/publ/work677.pdf

Ah! There is a new bond conundrum in town!
oeWxEwb5_1McRGji7krRnQgupIsIAMVjgEv29E9hbXZXuIQMBRFIfMqtArWTQRwzAcpd8vYjHbboYHkQxO9GSxGlxQxuPiBiFr7-rB7BAAZ9t5rxADbEVkcLoV73vWZ2KHLR_Ypk
http://www.frbsf.org/economic-research/publications/economic-letter/2017/november/new-conundrum-in-bond-market/

Student loans not a macro issue. I can imagine that it is a big micro issue though
tW8ER-0hU0-um3gPCGwkAK_7RjjsvynpdwhTPrWh1MY7ysmVkDwxrV-MIoQZRBg9oQ4ryqXkkkgGetIn5a7Lp57-BNKTcWj3P4cmx9A9uk1yJp-djQZc_BNsDkYqu4zne_Ht3O5v
http://ritholtz.com/2017/11/student-loans-not-macro-problem/

This one is for extra reading: “Who Is More Likely to Default on Student Loans?”
ehcZhOULEsdG7an0f2CVAwGYC-KxFA5HCooHLYO1T2zifoBOZ-iiB9B0WyEeesGivOUGVcys0D-xFbsljZpiFAjT7e4w8WvWN_N52YrTbs3SJHZOqPK-W4gsgfCdMg4LS6W5FIaO
http://libertystreeteconomics.newyorkfed.org/2017/11/who-is-more-likely-to-default-on-student-loans.html

Amsterdam is still in the top ten (where you don’t want to be in)
iId7XHtmvPQRJcExlaow-VxSYTKQq95u4ADjylYAcr_ZXYoB2xr8pImZITfS4NnTabzXUg0YtfwjPuREAi8jDAe8P7g5x6J7N3TWJVAFhJ1xDQMAeW_tA2Hcqrfg7tCXM4Acq74i
https://pro.creditwritedowns.com/2017/11/places-to-avoid-for-commercial-real-estate-investment.html

How the S&P500 Total returns stack up since 2011
ICiPsrF8aoKBRKIxeFWzl5Gw1snOGdBXba_6LePeBliUkw5RKIXAnW7xBB4JSgrRrztTrY2IO3huKNvyaNgHif6njyHPX54DUe1Xst1KHxTPWqz0WXG8wGn_UwXJENbK3ANES8HN
https://www.bloomberg.com/view/articles/2017-11-21/yale-s-endowment-and-the-return-of-spam

The roaring 80s!
IHA6xNrMsYF96abGlIlAKG7-S_TiEfvW_QZi_m81yY5EKlwaWYMycEzLG_CQWw-vpTlOVGF3W1fZrxaFMyWYf01BwOBb_xZdz3FNaRef66pYa18Z8P1E0PAFL3oWFN5ew4POw5tQ
https://www.economist.com/blogs/graphicdetail/2017/11/daily-chart-15

 

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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