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Tuesday, December 31

31st Dec - 2013 reviews

I will update this post when new stuff comes along.

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France in Review: Perfect Track Record of Economic IneptitudeMish’s
In 2013 France stood out as the perfect model of economic ineptitude. It's very difficult to be perfect at anything, even failure. France managed. Here are some headlines.

S&P 500 Sector Weightings at 2013 Year-EndBespoke

The Year in Review, 2013: Fantastical Pseudo EconomicsEconbrowser

13 data milestones for 2013PEW

The Big Financial Surprises of 2013WSJ
On Wall Street Things Rarely Turn Out Quite the Way You Expect

The Economy’s Secret Success in 2013Daniel Gros / The Daily Beast
The financial failures of the Great Recession—bank busts, foreclosures, and bankruptcies—shrank dramatically this year. And the success will feed on itself.

Here’s what we got right, and wrong, about the economy in 2013WaPo
A year ago, we brought you an analysis of the forces that appeared likely to shape the U.S. economy, for better and worse, in 2013. So what did we get right and what did we get wrong? And of the things we posed as open questions, what did the answers turn out to be?

Abenomics in 2013: Is Japan Back?The Diplomat
Shinzo Abe’s economic policies had a great year in 2013 but challenges lie ahead.

Southeast Asia in 2013: Disasters and Election ProtestsThe Diplomat
The year 2013 will be remembered in Southeast Asia as one of deadly disasters and massive post-election protests.

Asia’s Business Winners and Losers for 2013The Diplomat
It was a good year for some of the region’s titans. For others…less so.

China: Ups & downs, banks & plenums in the year that wasTradingFloor

The Top Political Catchprases of 2013The Diplomat
The top 6 political catchphrases from Xi Jinping’s first year in office.

Top Five Alpha Stories of 2013 – All About Alpha
Our top five posts from 2013 – Europp / LSE
The Best of Farnam Street 2013 – Farnam Street
Community Chatter: Most Commented Articles of 2013 – Wall Street & Technology
Blog year 2013 in review – Portfolio Probe
My Top 5 For 2013 – Econometrics Beat

2013 in review: The turnaround yearTradingFloor
From the Cyprus bailout to Japan's aggressive asset-purchasing programme and the fiscal cliff in the US, 2013 was an exceptional year. In this three-part series, I look back at the key events of the past 12 months.

2013 in review: The turnaround year (part 2)TradingFloor
From the German elections to the US government shutdown and the Fed finally putting paid to that tapering talk, 2013 was an exceptional year. In the second part of this three-part series, I look back at the key events of the past 12 months.

2013 in Review: Best of the "Silver Bullet" AwardsA Dash of Insight
I occasionally give the Silver Bullet Award. This recognizes writers who take it upon themselves to debunk dangerously misleading financial analysis

EM bonds: a record 2013beyondbrics / FT

Year in ReviewGlobal Macro Monitor
In 2013 I Learned That…The Reformed Broker

Wonkblog: Graphs 2013WaPo

Top 10 Posts from 2013: Films, Behavioral Finance, and GoldCFA Institute

The five most important events of 2013FT

2013 Financial Year In ReviewZH

2013 in review: the beyondbrics top 15 posts of the yearFT

2013 in review: stock exchange winners and losersFT

Ten Things That Didn’t Happen in 2013WSJ
As in a Samuel Beckett play, the year’s meaning was found in the silences, in the negative space between events and in the waiting for things which never came to pass.

Dow Climbs to Record, Poised for Best Year Since 1996 – BB
Stocks $3.7 Trillion Year Beats Bonds Most Ever on Funds – BB
Treasuries Love Affair Endures After First Loss Since ’09 – BB
Rupee Headed for Third Annual Loss as Bonds Fall Most Since 2009 – BB
Rupiah to Rupee Lead Worst Year for Asian Currencies Since 2008 – BB
Gold Reaches Lowest Since June on Way to Biggest Rout Since ’81 – BB
Euro Falls Versus Dollar on Economic Divergence With U.S.BB

U.S. 10-Year Yield Climbs to 2-Year High as Data Stoke Fed Bets – BB

Europe Stocks Post Best Year Since 2009 Before U.S. Data – BB
Commodities Post First Drop in 5 Years as Corn to Gold Tumble – BB
Bonds Close 2013 At 30-Month High YieldsZH
Dow Surges To Best Year Since 1995 As Bonds & Bullion SlumpZH

Final 2013 Country Stock Market Performance NumbersBespoke
Only 16 of the 76 countries shown finished in the red in 2013. It ended up being a rough year for the BRICs (Brazil, Russia, India and China).

2013 Asset Class PerformanceBespoke
Presented without commentary is our key ETF matrix highlighting the December, fourth quarter, and full year 2013 performance numbers of various asset classes.