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

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

The only real Must Read of the year: Credit Suisse Global Investment Returns Yearbook 2018. Factor investing and collectables!

https://www.credit-suisse.com/media/assets/corporate/docs/about-us/media/media-release/2018/02/giry-summary-2018.pdf

And here is The Economists excerpt. The return of almost everything!

https://www.economist.com/news/finance-and-economics/21737259-investing-finer-things-life-long-term-returns-collectibles

Real stock market returns by country over time

https://ftalphaville.ft.com/2018/02/13/2198717/everyone-is-wrong-on-the-internet-stock-market-returns-edition/

This one makes it all clear

https://policytensor.com/2018/02/17/an-illustrated-guide-to-the-yield-curve/

If you are looking for an investment manager, go long

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

So much for full capacity and low unemployment

https://www.washingtonpost.com/?utm_term=.ac979f975bd0

Are inflation expectations on the rise? Not according to surveys

https://www.bespokepremium.com/think-big-blog/inflation-expectations-stable-but-not-yet-rising/

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

Interesting read on the productivity decline, with Germany doing relatively fine

https://www.mckinsey.com/global-themes/meeting-societys-expectations/solving-the-productivity-puzzle

Remarkable how late these posts are appearing…

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

Healthcare spending in the world

http://www.commonwealthfund.org/interactives/2017/july/mirror-mirror/

Corruption around the world

https://www.economist.com/blogs/graphicdetail/2018/02/daily-chart-15

The rise of Amazon… as a lobbyist, that is

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

Apparently, I am the odd one out in this debate…

http://www.igmchicago.org/surveys/missing-productivity-growth

And here is some more on that lost productivity growth

https://voxeu.org/article/link-between-us-pay-and-productivity

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