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?

http://www.calculatedriskblog.com/2017/10/philly-fed-state-coincident-indexes.html

Nice one: some market myths

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

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)

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)

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”

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.

http://voxeu.org/article/credit-growth-and-global-crisis-new-narrative

And here’s another: it is the European banks that did it!

https://ftalphaville.ft.com/2017/10/02/2194387/guest-post-the-real-cause-of-the-americas-housing-bubble-was-foreign-money/

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