Best of the Web: 18-01-29 nr 1820

Good morning. Good January? Here is what could follow. Or not.

http://www.businessinsider.com/us-stock-market-has-gone-parabolic-sending-bullish-signal-2018-1

US consumers are consuming more than they earn
hoZi1yAGZWNIkZkfOIikD2NYiT2MnJzB_bGLDFUUfl0Mo-BG0CmIKZHIp75WETfkXVxiKa48nrR607mxgi_J_xnWZts10Iszj-22npadAeneMgEW98mRCrqdyAXPu6E2TXYOsfto
https://www.washingtonpost.com/news/wonk/wp/2018/01/26/americans-are-saving-at-the-lowest-rates-since-the-housing-bubble-thats-a-big-red-flag-for-the-economy/

On what’s more important: debt of productivity (or are the linked?)
jZav8EwJxbMXybBoPA5cWg-2VXxEwdWcS1WCdruVj-fMKY7tY3zt-nD-Z6wqFc_Db8EsAI_I2trgSt1sk9Hq2j50Nz8M7CeuEqhJNqhbOW8A1fUlD6QGJ3XMkyiIgL6wF9s0Jslm
https://fsaraceno.wordpress.com/2018/01/25/public-debt-i-cant-believe-we-are-still-there/

Cool chart on Equity flows (even though it does not tell everything)
Sg6QSLb6wzXm5ArN2eHMeUi5ZJm8vCj5tWhEo6hK7tnPxlD3anaQge0zyYZLH0x2j1907NkrVGdjyD-V-71Jd6LLGyud0ZqS-v6riK-CU9on7y7cu1oJY1cyBerfcCvmxUN_q78a
http://www.businessinsider.com/stock-market-sell-signals-mounting-amid-investor-euphoria-2018-1

How useful the CAPE is as a forecasting tool
lmr9GqJVNazukFX5Bg6I6u45F3DzsFbz_kzYHGKC934wFXbpS9f2XM8QxrKn73Pv6F0c4BwpPHQSB2b_6IeFh3fU38sITgMKTGlbV67YdMiN0UKDfS589YvOvb_1y1VaLzeQuuMs
https://www.researchaffiliates.com/en_us/publications/articles/645-cape-fear-why-cape-naysayers-are-wrong.html

This might be interesting, although I am not entirely sure. On inflation targetting
nnXo6OvKIk-a5yfBRtWp4nW0mxUK_IK3osr8KlXm4M1VU9oubKr_siKB4YFBmN92aCGXWsdaiha0WQaf7_ufyegQB0oUyF5ubgtfZdwTZVH8mn6Lcy1yOC0yT3XZoTTMDSI398FI
http://www.imf.org/en/Publications/WP/Issues/2018/01/26/Disagreement-about-Future-Inflation-Understanding-the-Benefits-of-Inflation-Targeting-and-45596

And the US schedule for the week to come!
CE1hji6uuM284bnFLMwquufl-bQPUO-Z_n75p2cBsh8b7-pTbkJKIJJubKi2Uqe8hPxG1fPKM2V_n0Ag5tr4QRNKxzwboIlljvulAwcRkFbFUkgZDOOqATIj81bxOeY74n6caiI_
http://www.calculatedriskblog.com/2018/01/schedule-for-week-of-jan-28-2018.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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