Best of the Web: 18-02-21 nr 1837

Good morning. Cool overview of painful predictions (although probably taken out of context at times)

http://ritholtz.com/2018/02/timeline-bad-future-predictions/

If you are looking for an investment manager, go long
mAwaK8sFS4vk-Ao_eE1wv_t1WiYGsc1aZ_ETfWOObCofZU7tLPeRvRAKavd4xtuQZgfKtPKW3_zx0Vr7iCpfLZ7W6eid-SIiAfFdNKqmef6l4XCHZsKrKiPmia5n_drKQmB-ndMK
https://www.economist.com/blogs/graphicdetail/2018/02/daily-chart-13

The reason US stocks closed lower, yesterday: Walmart
Sr9PH2vdl2sgcU1EKlAlDBkHiMECirRFreai5HHqucBzM9EmZpi8gXlgSIzZWQF9VGw90qDq1DdOQGyN-dnLE5WyieE_YdkSiGlXVThy5Ho2a2M0pjOMSvXKEaYHEKgtcQ90wTo1
https://qz.com/1211687/walmart-sees-30-billion-in-market-cap-destroyed-by-amazon-fears/

And then, after much dataming, they spotted something that looked half decent…
H7wEq37PNTJnquahLfbWiezFDuI78w4Eazw7r5PUYiocbBes0bDoXdSVpyxsxvZP6j-zvoHgJlpTJEJRea3Df-fPwcMXdZNCO80ot3ZDwbAE8eJVTtuymswucA8gPg8osuBE_cJq
http://www.businessinsider.com/stock-market-credit-suisse-has-found-the-next-breaking-point-2018-2

Remarkable how late these posts are appearing…
6CJDAFArmvcNhuiu7Kn5jOspNU0awsLZ7Q9p8lbmKxBWi0CdU9ACFfd06TT62obhoXSA3JCSW7E_CAlLaYXai6fFXGY52tX3w72xafr3p6t7hkWaKWX1byCpiStu7rQdDUrF4hc8
https://www.bloomberg.com/news/articles/2018-02-15/doesn-t-anyone-care-about-deficits-anymore

High but stable. Now make the same chart taking pension assets into account
8x9aKNK8Ey7xgI1irif-nQVX-nRekSpl_t2NH9ikR7nJ1ozhWI3dnvASbz4K3YKuR6rntWllS8G7x2SUetyWpaXHKE3y00F5ReSMXq7b1Unx-oJDe4y8dRjnoz41levWr8xVGO_s
https://www.wsj.com/articles/household-debt-sees-quiet-boom-across-the-globe-1518969601

The rise of Amazon… as a lobbyist, that is
RBxdNgWZ4LuzHZN_B1mv01n3KCufkm39Cp-WMrTlfbkOnbJlCjk_zZXCgfFHCHWhdzzY8oWVhoLck6gWFSstwj_YcsrDEOxnU32SCPwctVWtYhc02y1xKdrw5x1FCRT-tTEgy6-o
https://www.bloomberg.com/graphics/2018-amazon-lobbying/

 

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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