Good Morning. Groupthink. Normally not a good sign…

http://www.businessinsider.com/analyst-eps-estimate-dispersion-2014-1

Commodities. Another consensus trade, if you ask me…

http://www.businessinsider.com/business-insider-global-20-2014-2014-1#5-life-after-the-commodities-supercycle-20

“Myths and misconceptions about Japan’s economy” I found it interesting.
http://noahpinionblog.blogspot.nl/2014/01/myths-and-misconceptions-about-japans.html

The Energy Outlook from BP: always a very interesting document with a lot of charts and data

http://ftalphaville.ft.com/2014/01/17/1745542/energy-is-gradually-decoupling-from-economic-growth/

The best of last week. Takes 2 minutes to get up to date…

https://lukasdaalder.com/2014/01/17/best-in-economics-this-week-january-17/

The question is, is the weakness of retail sales a worrying signal for the US economy, or a sign of internet sales rising?

http://online.wsj.com/news/articles/SB10001424052702304419104579325100372435802

Cool chart on the US labour participation decline

http://macroblog.typepad.com/macroblog/2014/01/what-accounts-for-the-decrease-in-the-labor-force-participation-rate.html

Are inflation expectations indeed on the rise, or is this just the normal noise?

http://andolfatto.blogspot.nl/2014/01/us-inflation-expectations-low-but-rising.html

Nice example of how to lie with dates. This is the original…

…and this is the actual timing… And are there actually only 4 Wall Street movies since 1980?

http://www.bespokeinvest.com/thinkbig/2014/1/17/wall-street-at-the-movies.html

We are heading for the most expensive Olympic games on record…

http://www.businessinsider.com/why-sochi-is-by-far-the-most-expensive-olympics-ever-2014-1

And, as always, the schedules for the week ahead. American markets are closed on Monday due to Martin Luther King day
http://blogs.ft.com/beyond-brics/2014/01/19/the-week-ahead-jan-20-25/
http://www.calculatedriskblog.com/2014/01/schedule-for-week-of-january-19th.html

A complete overview of all previous editions of Best of the Web can be found herehttp://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!