Drawdown (or lack thereof) record

http://www.businessinsider.com/stock-market-news-forecast-2018-morgan-stanley-2017-11

Here is a different version

http://econompicdata.blogspot.nl/2017/11/volatility-may-feel-more-painful-next.html

Some cool how-many-bitcoins-have-been-lost factoids

http://ritholtz.com/2017/11/lost-bitcoins/

The A.I. report of 2017. On -surprise- A.I.

https://aiindex.org/

The word ‘possibly’ sort of ruins this one…

https://www.ecb.europa.eu//pub/pdf/other/ecb.financialstabilityreview201711.en.pdf

Watch what happens if the ‘ads’ earnings model starts to crumble

http://ritholtz.com/2017/11/revenue-streams-big-5-tech-companies/

Hurray for Abe!

http://macromarketmusings.blogspot.com/2017/11/abenomics-update.html

This sounds like a should read“Resolving China’s Zombies: Tackling Debt and Raising Productivity”

http://www.imf.org/en/Publications/WP/Issues/2017/11/27/Resolving-China-Zombies-Tackling-Debt-and-Raising-Productivity-45432

Why US inflation has been so low

http://www.frbsf.org/economic-research/publications/economic-letter/2017/november/contribution-to-low-pce-inflation-from-healthcare/

If you looking for charts that show that the US stock market is expensive…

https://www.crescat.net/crescat-capital-quarterly-investor-letter-q3-2017/

Job losses linked to Brexit

http://voxeu.org/article/global-value-chains-and-brexit

A bit of reading on Italy

http://voxeu.org/article/diagnosing-italian-disease

This cannot be coincidence, right?

https://ftalphaville.ft.com/2017/11/28/2196193/productivity-and-the-crisis-of-attention/

The short version of tax cuts not leading to lower debt

http://ritholtz.com/2017/11/tax-cuts-dont-reduce-debt/

Cool overview on mass extinctions…

http://ritholtz.com/2017/11/extinctions/

Wondering why the German economy is strong? Maybe it is this?

http://www.oecd-ilibrary.org/science-and-technology/the-next-production-revolution_9789264271036-en

If you lower the ‘potential’ enough, the gap will be closed eventually

https://www.washingtonpost.com/news/wonk/wp/2017/11/29/tax-cut-proponents-promise-3-4-percent-growth-this-economic-milestone-shows-thats-nearly-impossible/

 

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