Best of the Web: 18-01-29 nr 1820

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

US consumers are consuming more than they earn

On what’s more important: debt of productivity (or are the linked?)

Cool chart on Equity flows (even though it does not tell everything)

How useful the CAPE is as a forecasting tool

This might be interesting, although I am not entirely sure. On inflation targetting

And the US schedule for the week to come!

A complete overview of all previous editions of Best of the Web can be found here 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 Do not quote unless specifically cleared beforehand!

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