Best of the Web: 18-01-08 nr 1805

Good morning. Growth!

https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-3

Mmmm. I seem to remember other sources that show an net increase in shares
jKAsw27_1gLgoEkVc9GAFtmX3T72jFeEfHgFvMsY_F8ziz1K6kYEqSbf8nRR3nbsX8ZP-ul0bz__opb6GTr0acG4aXI3O6CDxjRoShRtWhYqvbRu8JxgZg4bPEl9iNMNBuhfs2OM
https://www.wsj.com/articles/fewer-listed-companies-is-that-good-or-bad-for-stock-markets-1515100040

Talk of secular expansion that shows limited knowledge of what secular stagnation was, to begin with
1SrsNcDXJIaJgHY-R6pjzR40sPoMOZxYnWU-vODrbkZFCef8hyqxhD_n9A1K_n_F8m6NLZf8uRqfgNC0UJvQTyqSOrB4tcxThMLerrURMNbkTgnWoVQmpTV6eJud63IzeKVNjaLe
https://www.ft.com/content/38fbdf1a-678d-3c92-8df0-9ee5ba890fae

Pretty telling…
ktLzfrzI_uvCMznYbdJfIQwPpnBEjHt09T6vr1iApnwmoptTn4OcxcXaafZm7Y1FzEQ2jKjqHWohGKbQhLHbhXBC4IhjGBGn2wBe-wHeAOBkz41G5UwyxGlSpNao4a0zPXq97Os9
http://ritholtz.com/2018/01/2018-will-make-2017-seem-tame/

Consensus trades in FX do not work
xG4ix5PaMU2PGO78O3aDGm7iBTbK4TEYntEkoLJwljAVuA1yxA93vq7qPhOwViI33pqOLuWqLDydz_csKyNDEGBkv4wcRO6Kb6YGY5EndbvrqIEXhwz54DoVDC5rKbL7PM_xcSb1
http://www.forexlive.com/news/!/barclays-on-the-perils-of-following-consensus-20180108

How much longer can this rally last
9yzFikxLs9dgFFDlnwsvXBSuJAPjVIjqXZjmOz7q0JA7z1aCfqcAD6PwFh9svic5LB83OZAKoFHZy1-oI1QujWqncsr5Mf2fEz_CBBG2L7GS1rcI-1F9vQ5BQxSvU-T0hnKzpRoz
http://www.businessinsider.com/stock-market-news-morgan-stanley-final-stage-bull-rally-2018-1

Which you can also ask here
M3FIZLrh8z6ZyuqduEqAP87jtY_MAne9KyXdNKP46QjUE24ZQFUF4SRGyAC9F6CQR4kqWB6UG1hOVM_IXQJ_agOshjIiCue28HCWk9Ju3Ahub1nYotLx3CCmhhA0OZzPKztmBb_6
https://www.bondvigilantes.com/blog/2018/01/05/2017-high-yield-review-another-solid-year/

Some couleur locale from Hawaii
diyOYA_ZZJunFIYnpj0j37MoqsDYSkPcb2xqK0IMlH2ixSi6RaGnUVpH3mQ-OAoqT97VkzK1aChMvM2sENps03_3pyBg_Jj2eYHbGTP0Scvq8EWAGME01SEKx1Dug6pprttmFru6
https://www.washingtonpost.com/news/wonk/wp/2018/01/05/hawaii-has-record-low-unemployment-and-its-not-a-frozen-hellscape-why-are-people-leaving/

And the US schedule for the week to come
_QVDZuhbnLsFqVD_G-iUnGkbSpd3KTvWZvPHw1vWJQwKIcm1OeqXXyI61Crd-g-ZPZzuq6CklpqQZBfxIYG5ktyNg0cr4974amuK7aF3NTJX9bqgTFaA8QdK2J0B5nL8EVbcb5dE
http://www.calculatedriskblog.com/2018/01/schedule-for-week-of-january-7-2018.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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