Best of the Web: 18-01-02 nr 1801

Good morning. 2017 in numbers

https://www.bespokepremium.com/think-big-blog/2017-asset-class-total-return-performance/

And what will 2018 bring?
0qUgcXhMD6p44nn1ZVJBWgRniG2MtK5k-0GrpE6Tps5JeNc6ugrH-y6E2_yfbPHA27ofrP9uqRMtkIynEP-9LJJ-THY7fj84zY-Y7V8_awGIKFsZTrc64XE1q7HhBr41BNBMPqLv
http://ritholtz.com/2017/12/quicktakes-explain-year-ahead/

Cool chart
edtmONmKdEU0lE1WGbDjSRruuVWXtj4INR2e79NdCEwut91dxUQrf9RKl-s3Kr5_srTg2ZnC4beb2vMthz7BamTgVjzHKYs74GHHV_IoUZ6CrzVF3qNrVyyDoq9pOcJTPpta5iAi
http://ritholtz.com/2017/12/edelman-important-investing-chart/

Remarkable outperformance of housing versus equities (via @leonmwc)
AMgFkUm3OBdnqqsGdnukLCIiF6NZzbnmUNnhJLPNG2LP_p4IkYOv8lh19vmP8TXDmH_CIic5Yhx1Xjj5X2QLxCSFTs9SpM3NKJmvMSPf1lMZzpcVipvHARK1ybv8dEkssHzTf807
https://www.ineteconomics.org/uploads/papers/Jorda-Knoll-Kuvshinov-Schularick-Taylor-The-Rate-of-Return-on-Everything.pdf

Let’s see what will happen in year two….
KSrIauwhd2uncytq8p3ZM1LQlNrThpyw2BOqoHFtw8opYne0BjjrD9Xl9hvI1FQiyC6MTWOHwH1Pny_xII0FHZsG6te8_-X3ds44-_DKr8dlUTGrhw_zkNa_WoPGBe9KA2Dw1YMm
http://ritholtz.com/2018/01/trumps-lies-vs-obamas/

Brexit is not the biggest problem of the Conservatives
PLd8_UAcMAluLOZ-0OmfSosXRbbNvZ66HBTc-PMveRFgtfdswcB2qyJllApajAAxt7ebu4Ym7m6diiGiWJePfAvkpJSDfM1X_W-ljzPyb2-ADpGncF7pEd8lFdLo45IMveRB-prN
https://www.economist.com/blogs/graphicdetail/2017/12/daily-chart-1

Forward looking vs backward looking
iUIk9O-xeduEWOvUOS3bzWOZpHdrk1ELqimwi0bUzPBiRDlEOVHEuQpAbZxTnBSoF3MbQh2cIx6W3op-qwh8E3ZOQAHDudjDvrZbgu81ycfNqllOipPaC1K-gsG6lFaZH7hamoVo
http://www.bondeconomics.com/2017/12/what-is-10-year-tips-breakeven-telling.html

The ECB takes a stab at what drives metal prices
GcrV-OEOZIqp3CgNqWY6A_bCedQ7OXJmRmkSJZ-m11Fbf8jeSrgN_GPoOnfJvNpL6Xm87Y8GGAA_LmaOFvLmkYsV2r0fTePPB-G81KqxvCARAo9cBd3K4u4THMApbv_qKCIY5l-V
https://www.ecb.europa.eu//pub/pdf/other/ebbox201708_01.en.pdf

And the schedule for the first week of 2018
yZY3Vie-eSQJTWKmF8pIwuLe5VOTbeF_bjAmJu4_LvyNxpAhfrD0S1LdeZHDlawLtTtaETODkgqrBHBonNS_BVfylU18gye-JalqXcN1E5Nhz0hjBNjtaPu9WIjQNnLRD9ZkyrpB
http://www.calculatedriskblog.com/2017/12/schedule-for-week-of-december-31st.html

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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