Cool overview of painful predictions (although probably taken out of context at times)
The only real Must Read of the year: Credit Suisse Global Investment Returns Yearbook 2018. Factor investing and collectables!
And here is The Economists excerpt. The return of almost everything!
Real stock market returns by country over time
This one makes it all clear
If you are looking for an investment manager, go long
So much for full capacity and low unemployment
Are inflation expectations on the rise? Not according to surveys
And then, after much dataming, they spotted something that looked half decent…
Interesting read on the productivity decline, with Germany doing relatively fine
Remarkable how late these posts are appearing…
Healthcare spending in the world
Corruption around the world
The rise of Amazon… as a lobbyist, that is
Apparently, I am the odd one out in this debate…
And here is some more on that lost productivity growth
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