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

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

https://www.ft.com/content/38fbdf1a-678d-3c92-8df0-9ee5ba890fae

Pretty telling…

http://ritholtz.com/2018/01/2018-will-make-2017-seem-tame/

Consensus trades in FX do not work

http://www.forexlive.com/news/!/barclays-on-the-perils-of-following-consensus-20180108

How much longer can this rally last

http://www.businessinsider.com/stock-market-news-morgan-stanley-final-stage-bull-rally-2018-1

Which you can also ask here

https://www.bondvigilantes.com/blog/2018/01/05/2017-high-yield-review-another-solid-year/

Some couleur locale from Hawaii

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

http://www.calculatedriskblog.com/2018/01/schedule-for-week-of-january-7-2018.html

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