Good morning. Cool overview of painful predictions (although probably taken out of context at times)

http://ritholtz.com/2018/02/timeline-bad-future-predictions/

If you are looking for an investment manager, go long

https://www.economist.com/blogs/graphicdetail/2018/02/daily-chart-13

The reason US stocks closed lower, yesterday: Walmart

https://qz.com/1211687/walmart-sees-30-billion-in-market-cap-destroyed-by-amazon-fears/

And then, after much dataming, they spotted something that looked half decent…

http://www.businessinsider.com/stock-market-credit-suisse-has-found-the-next-breaking-point-2018-2

Remarkable how late these posts are appearing…

https://www.bloomberg.com/news/articles/2018-02-15/doesn-t-anyone-care-about-deficits-anymore

High but stable. Now make the same chart taking pension assets into account

https://www.wsj.com/articles/household-debt-sees-quiet-boom-across-the-globe-1518969601

The rise of Amazon… as a lobbyist, that is

https://www.bloomberg.com/graphics/2018-amazon-lobbying/

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