Best of the Web: 18-02-22 nr 1838

Good morning. Where will we be three years from now?

http://www.businessinsider.com/higher-interst-rates-impact-on-stock-market-2018-2

The only real Must Read of the year: Credit Suisse Global Investment Returns Yearbook 2018. Factor investing and collectables! (via Martin Mlynar)
dbNE7uEkhbkL3RZV9NBkFfkXK--GvscAYDi_22m7pSKESKbQvjVTEEWQGcd1cat_IdmTNgKB--KR_VRN_1XZ7bo3wKbw99P5kVeITgleGmq3nW-k3DjwiT3nGRevOtujIDn5Fdwf
https://www.credit-suisse.com/media/assets/corporate/docs/about-us/media/media-release/2018/02/giry-summary-2018.pdf

LOTS of charts on capital flows related to (and from) the US.
V8kTK0-WlT3cmOImvVWGvJwe4KbTrAUsv3KXznC1V30qiVso5CrxiUArAUfDHoZjFcpL35VIViuW2w-U0_morsNj72STKLnAeKXy8q9BCtMIrzBV5BLnXhTAYxV6Qdr2dW7FlZ0D
https://www.cfr.org/blog/mapping-capital-flows-us-over-last-thirty-years

“Trade as an engine of growth”
bsQ3uNRImnePLFhwdOaErupGob3mA-PlHVETyLS9PuUQ4fjl2C_g9zz5iGm_Crq68y8n3GJSz1Whk7xUSGcZ9Xf0X-MgW-EXHLYGf21071OJiMevQnFPSve8K5FOtLf1BrBnJXzy
https://www.bis.org/review/r180220e.pdf

Interesting, but I am not sure how accurate these kind of measurements are
XEzTvbEUyGXZSTUWKtIlVwR7jiTCQ0N88RA1O_zqlFJpWO0MBXNdVjwNCV_2FKIlTnIdLtEb0_o_UKpndBvHEiElPH4COjMOtMCTUtL24ncZBSdeM9gA6uAm55uzPZcQIQOkXzC3
.
eIU20GChzy1X4G35PJfI8_XOHR5hhNT8H6V5Wk7m0xoXVmf3XQXAGpPUY0yWyHnx1ZS0aL6-bsBEd_wvTUiXceJ_vTGQx-j4Rf_176vKwJ4UaMaYcknrT5N8DgCRJSw_HL8-iKPF
http://www.pewresearch.org/fact-tank/2017/10/23/in-polarized-era-fewer-americans-hold-a-mix-of-conservative-and-liberal-views/

And an IMF country report on Australia
VHtlMcRjVfbqyayZGHyu8dAbjqeA9RpK6jiA61w5HXr7I1qpgvrohZGs3DaW2E2tTKPBuxm8wHDPeIR1xQDXnqPvz7zhbF1BZF6iGTUM3w1RhN7xoC7ceeY4E3zOg2IOXy8Somt1
http://www.imf.org/en/Publications/CR/Issues/2018/02/20/Australia-2017-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-45631

 

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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