Best of the Web: 17-12-05 nr 1788

Good morning. Cool chart on the background of the Fed

https://www.ft.com/content/44440367-8ba4-317e-a7dd-3f51ffab8b8f

All this talk of the yield curve being a good recession indicator…
ADsG9Q9omvwv5WainTuLAAouRE7XmKWOuCvH_QGJowmhcXbedojTcv5I5uxAXWPiwBu7d2qjcrhyWpOqbCmdalYStSpsIC3qDUv8eJVGyAnUPSSFf68AvisD7oXlDITK3jw4wy9a
https://ftalphaville.ft.com/2017/12/04/2196387/dont-worry-about-the-flattening-just-yet/

Lower, ever lower (although I would have liked to see this one for core inflation)
42lf5Xo3KJlRAzZuh3fWMRMi3PkCa2TvfmsYcbnvzhF4Pv7kk_B8Bd9BjxxljpsDrr_bzRH0Dxe1TJJzdcnxezwzumbrXpfk4FKsXr453DFe6SfNF1rh0565PEf86fk6dhuZdEtt
https://www.bloomberg.com/news/articles/2017-12-03/central-banks-going-softly-softly-revive-greenspan-s-conundrum

The impact of mark-ups
T7rEt_Zl80NwAi3M0AMdsSyCtvtJENIbvjB2GX3gkvs3QqthS4B7H8hpwpZQGY6fFzNdxs-5m1K_MVcMVAGJllvoGcBpdaiJMdLHbaeLbCi8Fs5n5JhAqONQ6JS_rj-U94H_oBb6
http://voxeu.org/article/aggregate-productivity-and-rise-mark-ups

Fama with a number of statements on financial markets
ioRxjlSAEY7EPwZKWvVIPNzhvQrmJxioiEkjF2mn1B62sWkytvyrMEUVclI1kgexPnxuUT9b6CPo0s0JPMJ1QzoUB488PV1YysqrQzW9HqW-jEQLeERPTYejpGnWn_6MxS7qDNFg
http://review.chicagobooth.edu/finance/2017/article/embrace-passive-management-already

Another asset class gone rich: private equity (with a word of warning at the end)
h3alDibOvrSL0ko-rjvTJaYo-xlVSPwPZJwZdIZMuLxLsxIX9mUl5jt29zBvjC5wnwIka3uDER_kDYxfb8xYHb9rTmUjqsMl6OxVK04sBRDO7rDM6r_cmp8N2-diN-5I0XBd2yC5
https://ftalphaville.ft.com/2017/12/04/2196425/private-equity-investors-are-paying-through-the-nose-for-midsize-companies/

Investing in the stock market
cJ1TK4QxM6ufXMmWwvPVvfbqbBi5h30eJKkNhQF899PfTlEjkzMVXLTZEI_GDqYuaUCPvZM8IWOqNd2sQ2lZdGwugAZLvEIlryXqz79vFPJDtZNqQoYAzGGppck1KEHoy2q1aXSj
https://www.businessinsider.nl/stock-market-news-capex-spending-causing-huge-shift-2017-10/

 

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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