InvestingChannel: Weekend Reading: What You Do Matters Most

Weekend Reading: What You Do Matters Most

By: Zero Hedge | Friday, January 12, 2018 at 04:55 pm EST

Ultimately, for the markets and for investors, it is what you DO that matters the most.

Investors are currently set up for disappointment on many fronts over the next 12-24 months. While “exuberance” currently reigns, and investors are piling into risk equity with reckless abandon, the markets will continue to push higher.

Just be aware that “reality” will eventually set in.

Here is your weekend reading list.

Economy & Fed

The Fed Needs A Better Target by Caroline Baum via MarketWatch

Moody’s Warns Washington Of Tax Cuts by Tyler Durden via ZeroHedge

Fed Pays Banks $30 Billion On Excess Reserves by Wolf Richter via Wolf Street

Sequester Relief Is Too Costly by Committee For A Responsible Federal Budget

Households May Rue The Binge Of 2017 by Danielle DiMartino-Booth via SeekingAlpha

For Trump Much Rides On 2018 by Robert Samuelson via RCM

Humor & Facts Would Improve Discourse by Richard Rahn via Washington Times

Demographics Point To Lower U.S. Growth by Edward Harrison via Credit Writedowns

Ready Or Not For The Next Recession by Barry Eichengreen via Project Syndicate

Markets

GS: This Has Only Happened Twice In History by Tyler Durden via ZeroHedge

How To Survive A Market Bubble by James Mackintosh via Streetwise

The Dow’s Fastest Milestone Leap In History by Mark DeCambre via MarketWatch

This Composite Index Bombed In 2016 by Simon Maierhofer via MarketWatch

The Bond Market Singularity by Sven Henrich via Northman Trader

When Small Companies Are Worth It by Simon Constable via US News

Wall Street Is Underestimating Tax Cuts by Shawn Langlois via MarketWatch

Invested, Emotionally In Stocks by Gil Weinrich via Seeking Alpha

Start Prepping For A Correction by Michael Kahn via Barron’s

CB’s Ready To Pop The “Everything Bubble” by Brandon Smith via Alt-Market

Risk Blind & The Great Bear Market Coming by Danielle Park CFA via SeekingAlpha

MYTH: Stocks Don’t Peak ‘Til Yield Curve Inverts by Daniel Moore via SeekingAlpha

Survival Tactics For A Hypervalued Market by John Hussman via Hussman Funds

The Only Benchmark Of Wealth by Michael Lebowitz via RIA

It’s Always 20/20 In The Rear View Mirror by Doug Kass via RIA

Cryptocurrency Mania

How Bitcoin Could Change Your Life by Hayley Tsukayama via WaPo

How Bitcoin Is Like/Unlike A Gold Standard by Larry White via Alt-M

Why Merrill Lynch Said No To Crypto by Jonathon Trugman via NY Post

Bitcoin’s Economic Lessons by Matt O’Brien via Washington Post

Crypto Is Strangling Innovation by Jon Evans via Tech Crunch

SEC Warns Bitcoin Investors At Risk by Reuters

Everything You Need To Know About Crypto by Blockgeeks

Cryptocurrency Market Capitalizations by CoinMarketCap

Research / Interesting Reads

The QE Party Is Over, Even For Japan by Wolf Richter via Wolf Street

Fed Economist Demonstrates Ignorance by Aaron Layman via AaronLayman.com

Bonds, Men Are Both In A Bear Market by Bill Gross via Janus Funds

Everyone Is Suddenly Bearish On Bonds by Kevin Muir via The Macro Tourist

Gross Exaggeration On Bond Doom by Buttonwood via The Economist

Gundlach: 2018 Could Be The Magic Moment by Value Walk via Seeking Alpha

Buffett: Full Interview On Market, Bitcoin & More by Market Folly

Veritas: Twitter Shadow Banning Opposing Views by Tyler Durden via ZeroHedge

Thaler: Investors Should Be Cautious by Christoph Gisiger via Finanz Und Wirtschaft

18-Predictions To Watch Over Next 5-Years by Vikram Mansharamani via Linked-In

Why CAPE Naysayers Are Wrong by Rob Arnott via Research Affiliates

Do Stocks Fast Start Bode Well For The Year? by Dana Lyons via The Lyons Share

If Everyone Knows Pensions Are Screwed… by Jesse Felder via The Felder Report

“Risk comes from not knowing what you are doing.” – Warren Buffett

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Weekend Reading: What You Do Matters Most

Economy & Fed

Markets

Cryptocurrency Mania

Research / Interesting Reads

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