Good morning. Recent versus longer term

http://econbrowser.com/archives/2017/10/steady-economic-growth-continues

Well, to claim that there is a strong visual link would be overdoing it…

https://www.bloomberg.com/news/articles/2017-10-30/china-stocks-tumble-most-in-two-months-as-bond-selloff-continues

Oops. “The tyranny of benchmarks”

http://voxeu.org/article/tyranny-benchmarks

Stocks through time

http://fat-pitch.blogspot.nl/2017/10/investor-psychology-part-i-following.html

Machine learning stock picking. Not as good as one might think

https://ftalphaville.ft.com/2017/10/26/2195292/machine-learning-the-market/

Ok, so n=4?

http://www.businessinsider.com/ubs-predicts-brexit-recession-2017-10

We haven’t reached the inflection point just yet

https://www.bespokepremium.com/think-big-blog/technology-sector-weighting-explodes-higher/

And the US schedule for the week to come

http://www.calculatedriskblog.com/2017/10/schedule-for-week-of-oct-29-2017.html

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