Best of the Web: 18-01-03 nr 1802

Good morning. Probably not a good sign…

https://www.wsj.com/articles/pension-funds-dilemma-what-to-buy-when-nothing-is-cheap-1514808000

The Eurozone recovery
f_GGII2S6P9rfZl7ekCclT9-a2WjLtIkYDMZFWGUjzpiYLCBwRdLdU___sdd5AN4wz6RfwUQcRHcl2WDKGWDDQ-3nsBryQd0wW8g_hzRr1mHoJvWJ8o5FjM8v1P4PM4t0SGXlvl4
https://pro.creditwritedowns.com/2018/01/the-eurozone-is-fully-recovered-from-the-sovereign-debt-crisis.html

Institutional Investor flows are correlated with past returns…
tKqxaZsF94djvvlnyyIIviuIbOsKfDO1ljiAj_57Kg6DkVUotH9uBmY7xfSORkxHS-kit8AIKNBIl2RrmWdaTh5vSZo66r_CNT3FCrhhyIjCqRUIjV1Ahg1P2DH4hL-QZ3xByksM
http://ritholtz.com/2018/01/institutional-investors-chase-returns/

Trends in international banking
G057HklP813ptHbOSRWqthaBbpOMscEaJuSPpi_bEQQLNVHjQ0dpqde2R3aZNuOqSQUgisizoEy4dGwTGIO-qI3TaMh0cJR1sUbLVeq21_ShRAfDMu55-eOC4cdIwY5a-jq8pNXs
https://www.mckinsey.com/industries/financial-services/our-insights/the-new-dynamics-of-financial-globalization

For the bond lovers out there
TgB-Dw4hogbKKuqWdJvgUnSmg1WsWQzGu64dSsQVdW7l_wP02iWC9A_CYf46Ml2Vd_a2zav0Tjf0ZU2ViJAtE8u5qC2Gx6ZuFQ9wiKlYcK7IY5f-ZK8UHBF3Xb0xaMZ6kGUsUy0N
https://www.bondvigilantes.com/blog/2018/01/02/2017-investment-grade-review-rising-tide-lifts-boats/

 

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 Do not quote unless specifically cleared beforehand!

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