Best in Economics this week: January 26

If the Economist says it is true, it must be: bitcoin is the biggest bubble up to date
QHb5YZ5MQeUkHQM6tX4dZSgDWz5pmdhzblDOHQvR1DAU4l0jMxFqW4QkMLSyLZ8Ybk3oV_vZ9tP1y9ly7hHUFRwhQUrr-TU0qwFXpJlXyHrOYNspGds8Md8Rbmb2mTzrD2jMRpF2
https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-14

The risk appetite score is at a peak (according to Goldman)
RRiKK58W2FYJ2tGyFWF1suwsTeXcTZR_36oDlrnPgOpRtGqqp9nAUvKGS6CY1IifpHHjy5Cnp7yQirNCEXewg90PvNIO7zw9ObZCgbXXWMBGZKldLrrXK7GjsRuUJx20WJvMUS3N
https://www.businessinsider.nl/goldman-sachs-says-market-risk-at-extreme-record-levels-2018-1/

Which is linked to this one…
msWjam6sQZKX2WgEJazUPcncfL9rxAgE9yH_YyBklcGXqdcoAtsEzt1gFuWnFXSq9myJdm1Hj-5kcyRhsODAFhpX9W1PACAe2h5A8-JNZ77MXlAe9f5cOGFjsRLRGkU5UBMxLTxp
http://www.businessinsider.com/stock-market-getting-stretched-baml-says-2018-1

Another shutdown bites the dust
HvYWDQ8V5WeyhNatcERKOORs9irHoMnZX3IH5sYtYV8YmCirZ3s_Wk96ZIF5muCC-CZnGufbb_uSeFDqtPPEQEV415WWwsd9iR1Ia4h5rRF1ujxVcM6AJY49UioF_HbroOu03vgI
http://www.businessinsider.com/history-of-government-shutdowns-in-congress-2018-1

Cool chart based on the ‘rate of return of everything’

XOiUZOQZYKJU-hjCqnfv65EPcrm-0Lm49NqxmrJKsNNq5qlQF05kw5xOA_Vq8bbcymSd2TSK8sY_nzEQX0qdLjQ2OTPZBvTzsgPB8jOT7VvaivDqsqaBbg_mYII_OtV9XnCIwl7K

http://ritholtz.com/2018/01/sunday-reads-121/

A rather a long read (though useful) on expected returns for US equities

Wr-ZUotbURUaJV7ZE4WPaWG7aYsfWjtpoT-RWFyg7LNyS2BMoH-atpqcv33evTi7H_ybwRAE30MudnFVHE86phkfB4zdIUt5QviKTQknjx0thTTLMo8qSbzbaJ0pg-xrfL7TjejV

http://www.philosophicaleconomics.com/2018/01/future-u-s-equity-returns-a-best-case-upper-limit/

If Kansas is a test case of the effectiveness of cutting taxes, the outlook is not bright

LdlM5CS66YTLTVTwxfyDqWclcV1DTNjHkQVr44nUxtHZ97aYWH8y6nakLpcXzjBJdn4FhhORnVK1rMvWl30dyHBDdeJQ8PuvaDTiRdTPL3J6BMigdPTjC9X7FzQvz6qmTpTkG97t

https://www.cbpp.org/research/state-budget-and-tax/kansas-provides-compelling-evidence-of-failure-of-supply-side-tax-cuts

The returns pension funds expect to reach on average…
Itb8SIX4K6A-dvj9U9ji0HwCqsd2jIb7gKHFtsnqqvWGajfASm5LKEwt5N4zBiv0URx3fwT80jKNNHJPZPuhXGnQuq-jkyD-sKj9g3nezmGOLz9no-hJCLQyMlyZD9AdbIxoqImh
https://blogs.wsj.com/moneybeat/2018/01/19/can-we-be-brutally-honest-about-investment-returns/

Spot the good-resolutions pattern….

GmLYTlZNNwj7zoXi9l7qGX1d8rTk_TLHj-ldFjv-8D-AxR1Hq18qguHmqA_d8HeX4UDfYBaaNRJbimPp1Klrs3byl7fW5aCsTwUBUTKRD4AYH6HHJW6v1l7ohnrQZsFZOyljuDr1

https://voxeu.org/article/new-year-new-you

Cool chart on last year’s IPO’s
Jsr4kYnCtcBv1kgc7jervYZeG4Fk4NrD2H4b1TQMTTedg9Xm9eMbIxkIrlJrn5a1a4DmlFYabHsH7s7p81y-fEWRDDw2fKGKvk5IIAPetB94ZnkIMO6s434hQU96TbSZJxI6C0JS
http://ritholtz.com/2018/01/ipo-offer-sizes-returns/

3 MILLION (!?!) stock indices?

QcOGdfdub1l_hW8VRmV7GQpMyrh8SnNYkNJ_CwwoqGPPH59tvTGJFHUgUIbGQgOCkjwIifzYZ-2NFsdMRR0Jj1qwapMw2YTRqIDcywng-TBQ7VQjWEVkhOakWfR35phhXldvdUZg

https://www.ft.com/content/9ad80998-fed5-11e7-9650-9c0ad2d7c5b5

All you need to know about Davos

9Q9COtZAceIRgpg4qgqFSbnJeCh1qP0U0CG1PxUwjUH5MweZMe0NR2YIo4xxWerUupiiJphfSGu9ufY23Hi605_luVoTZXorXZvkPUcYjonZ7y_K74m1OwxgkZYkAZe2MtpAN0dr

https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-15

The link between import competition and household debt
9nkBlcGBUP64rJK-GR6eh7_NS2jv9iRCQ2YdLxFturNHDWD4c8-jv85Nk_lbMnMsVJ6pc9cBt33p6aL-p_zJlYb7vwR35_-UKORTBxqYW_NOKiVSC2l_EnVLA33jMa3QAef4vnSx
http://libertystreeteconomics.newyorkfed.org/2018/01/did-import-competition-boost-household-debt-demand.html

Will it…?
kl8PP4_TqOqcYO5sV7VKtlmFxk-wlDF3Nt4fVLIhIsmqogL3RI1TmlnFn5k2yELEpSc6O12HOwRWeuSPsFpLp_lPo7IutVSkoAIo7TRNtmUqjNiZm6lBc9G5_E9vCHKwdOxTJkZo
https://www.marketwatch.com/story/these-stocks-have-been-a-trendy-trade-but-they-now-could-finally-break-out-2018-01-08

Strong improvements in deficit and debt in the Eurozone (with the exception of….)
-EETenkUtrSU43h0mWxhBIfDgjHoGZN3-6dN77CKzTN_T1odmdOLxxTZ67oygS4pfYoXhi4i7mSv1UG_rUcdqmDLGTqSf2qNlvelE-YTWB2Hcjz1z6sCh1rB0Ijru0GZp7eXTIfa
http://ec.europa.eu/eurostat/documents/2995521/8609567/2-24012018-AP-EN.pdf/7eaaeb1a-8f25-4b25-bac4-2942106473a4
http://ec.europa.eu/eurostat/documents/2995521/8609582/2-24012018-BP-EN.pdf/62261faf-33f8-4be1-8e41-3aac2e594381

 

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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!

One thought on “Best in Economics this week: January 26

  1. Pingback: Best of the Web: 18-01-30 nr 1821 | Best of the Web

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