Best of the Web: 17-10-03 nr 1746

Good morning. It is a lift off!

https://www.bespokepremium.com/the-closer/the-closer-powerful-market-indicator-10217/

But…. hold on: what is this?
Kp3nCJJJHeoHS53dT6aqkyZDdudfVjjJYanzRN5GWOx0ua1A1658V9M5xj4HSNlKCq71LAHuIZsDpp8gRSBpbLVvkrVv9TI-8M8BluJyZqe44gNxHdLt-anjChSvxSYYhKWJnUC2
http://www.calculatedriskblog.com/2017/10/philly-fed-state-coincident-indexes.html

Nice one: some market myths
anSZziUzlGgyxM0gwcWMBLB7pZfAtddcqDkQ-MeL_ixO_N-Jg5gsgISxF7km91b_HC91ZS1VxS_NelhCgDSoc5Y9eCLuxB1ckZ3PlEoN55s9uEqe1xyQo0zHnuuK6A-BMr1lqeWX
https://www.bloomberg.com/view/articles/2017-09-28/some-market-myths-hurt-investors

Now that September failed to live up to its volatility standards, people are now ‘hoping’ for October
F4I5NhXC_RhYrgZhFIi307RBgKOoj9C6g2_qq7p3D2TQSSL_WJerJYAXjbEt-FrbfkggAGRf-3rzC25IoSfWmOV2xfPLzPJ6Qkc1sXA7dPIL-sM6EQv5GbO6ZHg8Q8Xn4c0KNoAn
https://www.bespokepremium.com/think-big-blog/the-most-volatile-month-of-the-year/

Waiting for the next dip is not a winning strategy, or so it seems (via Roderick Molenaar)
CM699SfF1pl_pHI97qE4j5C3wA-RWS3XXxIFk-RSYPTH-YYr4fWHOOC0C1174E8z9aeMtO-VI_BEM97es0XrEieUPmdQB2Byqaa3lgDoGcGbeGtXs2JKp-_KR1SzBAmBcKqsA9Fd
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3042357

On the other hand, this apparently is a very reliable sell indicator (although I do not see ‘extreme bullishness, to be honest)
FHXGr4ZyMgylMBxwIDdgFOVQmRRwxHvfD3z1v1Vcv57LlMzZiL9WCAz8wnLMlo-ru4vYPBmw4cO6JNQ2PQ3I10jFpurgZ9UCeGG8CtcWyCfAyqNXq3Bf-55iN3DMoYU0pYmZ0PHW
https://www.businessinsider.nl/stock-market-news-sentiment-flashing-sell-signal-2017-10/?international=true&r=US

I like the last word. “ How to Play the Electric Car Hysteria”
7ZxQoayKlA7MK460e2yPdrOyKVoFsks2g0fmgiNBhinM0XYrDOKD-n7Z2J9KtyNIfaZdOHydkUXFotU_YRPF5YX4O6PIKSjmRsX2pUeBsoeTSM6UgOcE-TJ83IO_w-G226VEbc_E
https://www.bloomberg.com/news/articles/2017-09-29/how-to-play-the-electric-car-hysteria

A bit of reading on subprime. Not sure I agree.
7tYhn8eOTVZRxKCzXqKdhEQLUbBqTMlvTSlYB8JgRtu-sh3iAV4BmBR5wSFkK6ggKZwt_Uj9kcsBUWfuLYG6pSxoQ90jQtEDIbeQMPy2mQvCr0zT2_c2Ry9QB9kOuAJ5CATTEt4r
http://voxeu.org/article/credit-growth-and-global-crisis-new-narrative

And here’s another: it is the European banks that did it!
a2sNplAg7g5KN4HlgrkS8fgUf3tf9RoyODnj3wuexnw4ZDmspwTtr7qf05eS52mCbv7OeQAroER_RV9AYGyzX2O_8jEFzP73uixhD9vmvX_TKaWRQeAbidYwe1wRl9Xxg4rQyySN
https://ftalphaville.ft.com/2017/10/02/2194387/guest-post-the-real-cause-of-the-americas-housing-bubble-was-foreign-money/

 

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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