If the Economist says it is true, it must be: bitcoin is the biggest bubble up to date

https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-14

The risk appetite score is at a peak (according to Goldman)

https://www.businessinsider.nl/goldman-sachs-says-market-risk-at-extreme-record-levels-2018-1/

Which is linked to this one…

http://www.businessinsider.com/stock-market-getting-stretched-baml-says-2018-1

Another shutdown bites the dust

http://www.businessinsider.com/history-of-government-shutdowns-in-congress-2018-1

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

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

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

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

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…

https://blogs.wsj.com/moneybeat/2018/01/19/can-we-be-brutally-honest-about-investment-returns/

Spot the good-resolutions pattern….

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

Cool chart on last year’s IPO’s

http://ritholtz.com/2018/01/ipo-offer-sizes-returns/

3 MILLION (!?!) stock indices?

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

All you need to know about Davos

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

The link between import competition and household debt

http://libertystreeteconomics.newyorkfed.org/2018/01/did-import-competition-boost-household-debt-demand.html

Will it…?

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….)

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

 

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