2018 Year in Review References – Part 1

1. http://collum.chem.cornell.edu/dbc6/DBC_rogue.html

2. https://www.peakprosperitycom.bigscoots-staging.com/blog/113568/2017-year-review

3. https://www.zerohedge.com/news/2017-12-23/dave-collums-2017-year-review-bubble-everything-grew

4. https://www.zerohedge.com/news/2018-06-05/qe-laurel-yanny-distortion

Also see: https://www.zerohedge.com/news/2017-12-23/dave-collums-2017-year-review-bubble-everything-grew

5. https://www.peakprosperitycom.bigscoots-staging.com/blog/113569/2017-year-review-part-2#unionization

6. https://www.commentarymagazine.com/article/the-timothy-hunt-witch-hunt/

https://www.peakprosperitycom.bigscoots-staging.com/blog/95809/2015-year-review-part-2#clgbu

My Personal Year

7. https://www.youtube.com/watch?v=gG8AlIh0Yb4&feature=youtu.be

8. https://www.youtube.com/watch?v=OWL1Wi93Jwk&feature=youtu.b

9.  https://www.youtube.com/watch?v=MPQaiW5GEKE&feature=youtu.be

10. https://www.pscp.tv/w/1lDGLXEZWrPGm?t=34s

https://www.pscp.tv/w/1OwxWEPVlLMGQ

https://www.youtube.com/watch?v=MkqpBtMav1c&app=desktop

11. https://www.libertarianinstitute.org/scotthortonshow/3-30-18-david-collum-on-the-poisoning-of-russian-spies-in-london-and-austrian-business-cycle/

https://www.youtube.com/watch?v=dCk9iTanHAM

12. https://www.youtube.com/watch?v=MSooObf8nrw

13. https://www.youtube.com/watch?v=Vlr7_vDwg_M&feature=youtu.be

14. https://www.peakprosperitycom.bigscoots-staging.com/podcast/113587/david-collum-vicious-cycle-approaches See also: https://www.peakprosperitycom.bigscoots-staging.com/blog/113568/2017-year-review

15. https://www.youtube.com/watch?v=2f6capzJga8

16. https://soundcloud.com/the-lance-roberts-show/lance-w-david-collum-on-student-debt-as-fiscal-stimulus-2-26-19-seg-2

https://soundcloud.com/the-lance-roberts-show/lance-w-david-collum-on-markets-regression-to-mean-2-26-19-seg-3

17. http://whcuradio.com/podcasts/%c2%90housecall-year-in-review-with-dave-collum-part-1/

18. https://pension.solari.com/2018/01/22/pension-fund-stats/

https://pension.solari.com/2018/01/22/pension-fund-stats/#ch1

19. https://www.realvision.com/tv/home

20.  https://drive.google.com/file/d/16voXCM3oP-Y7KDHJiYGXkNM2jwj0Gury/view

Investing

21. http://www.thomascollum.com/violin-sales

The Economy

22. https://www.forbes.com/sites/jordanlulich/2018/07/28/red-flags-that-indicate-a-real-estate-market-crash/#40693d626792

23. https://www.zerohedge.com/news/2018-10-02/september-us-auto-sales-plunge-most-oems-miss-pessimistic-estimates

https://www.zerohedge.com/news/2018-04-08/subprime-auto-implosion-full-effect-lenders-start-dropping-flies

24. https://www.zerohedge.com/news/2018-09-24/lumber-prices-fall-45-year-sending-macro-message

25. https://www.zerohedge.com/news/2018-09-10/new-york-city-transforms-retail-wastelend

26. https://www.linkedin.com/pulse/public-pensions-trolley-problem-danielle-dimartino-booth/?published=t

27. https://econimica.blogspot.com/2018/06/will-real-global-economy-please-stand-up.html

28. https://thefelderreport.com/2018/09/12/fred-hickey-on-trusting-in-your-own-research-and-experience/

https://www.fuw.ch/article/the-crash-is-coming/

29. http://theeconomiccollapseblog.com/archives/over-the-last-10-years-the-u-s-economy-has-grown-at-exactly-the-same-rate-as-it-did-during-the-1930s

30. https://www.zerohedge.com/news/2018-03-18/goldilocks-rip-part-2

31. https://realinvestmentadvice.com/there-will-be-no-economic-boom-part-ii/

32. https://www.nytimes.com/2018/07/26/business/economy/economy-gdp-trump.html

33. http://davidstockmanscontracorner.com/this-time-is-completely-different-but-not-in-a-good-way/

34. https://www.barrons.com/articles/the-downside-of-shareholder-value-1535571901

35. https://www.project-syndicate.org/commentary/america-low-saving-rate-weak-fundamentals-by-stephen-s-roach-2018-02

36. https://www.project-syndicate.org/commentary/global-economy-fundamental-weakness-by-richard-kozul-wright-2018-09?barrier=accesspaylog

37. https://realinvestmentadvice.com/lets-be-like-japan/

38. https://www.cbpp.org/blog/corporations-would-likelier-use-repatriated-profits-to-buy-back-stock-than-invest

39. https://realinvestmentadvice.com/weekend-reading-the-next-big-bubble/

https://www.zerohedge.com/news/2018-09-13/global-economys-fundamental-weakness

https://dimartinobooth.com/the-u-s-economy-is-on-a-sugar-high/

40. https://www.zerohedge.com/news/2018-10-08/imf-slashes-us-growth-outlook-blames-rates-trade-sees-venezuelan-inflation-10

41. https://www.zerohedge.com/news/2018-03-08/cnbc-reporter-escorted-police-after-exposing-chinas-dirty-steel-secret

42. http://www.shtfplan.com/forecasting/trump-video-from-25-years-ago-will-shock-you-im-tired-of-seeing-this-country-ripped-off_03182016

43. https://splinternews.com/the-white-house-reportedly-wants-congress-to-pass-somet-1827276043

44.  https://twitter.com/AtlantaFed/status/1052562084922314754

45. https://www.wsj.com/articles/u-s-to-pay-farmers-up-to-4-7-billion-to-offset-trade-conflict-losses-1535396442

46. https://www.bloomberg.com/news/features/2018-03-15/this-is-what-record-low-unemployment-looks-like-in-america

Valuations

47. https://psmag.com/social-justice/theres-a-name-for-that-the-baader-meinhof-phenomenon-59670

48. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3050736

49. From Edward McQuarrie email: "If you go back to Fisher and Lorie, the founders of CRSP, in their 1964 Jnl of Business article they attempt to account for both fees and taxes; might be a thought starter for you.  They looked at commissions; by contrast, to my knowledge, asset management fees are a mutual fund / post-1975 brokerage creation.  Weren't levied against the brokerage customer of, say, 1907…. in addition to Fisher and Lorie, Siegel's. It's really only an issue post-1913."

50. http://www.pionline.com/article/20180309/ONLINE/180309846/commentary-thanks-to-volatility-you-cant-always-get-what-you-want-in-investing

51. https://thefelderreport.com/2018/08/08/the-heroic-assumptions-behind-todays-unprecedented-equity-valuations/

http://money.cnn.com/1999/01/15/zweig_on_funds/zweig_on_funds/index.htm

52. https://kingworldnews.com/rob-arnott-3-3-18/

53.http://archive.fortune.com/magazines/fortune/fortune_archive/1999/11/22/269071/index.htm

54. https://thefelderreport.com/2018/08/08/the-heroic-assumptions-behind-todays-unprecedented-equity-valuations/

55. https://kingworldnews.com/rob-arnott-3-3-18/

56. https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf

57. https://www.hussmanfunds.com/comment/mc180725/

58. https://www.cnbc.com/2018/09/14/nobel-prize-winner-shiller-sees-bad-times-in-the-stock-market-ahead.html

59. https://www.zerohedge.com/news/2018-09-05/goldmans-bear-market-indicator-shows-crash-dead-ahead-asks-should-we-be-worried

60. https://www.zerohedge.com/news/2018-06-18/myths-stocks-long-run-part-iii

61. https://twitter.com/AndysCycles/status/1003121981347098624

62. https://www.reuters.com/article/us-financial-crisis2008-breakingviews/breakingviews-chancellor-the-mother-of-all-speculative-bubbles-idUSKCN1LR2AV

63. https://www.zerohedge.com/news/2018-06-04/myths-stocks-long-run-part-i

Broken Markets

64. https://www.brookings.edu/wp-content/uploads/2018/06/ES_20180607_Hutchins-FedInflationTarget.pdf  

65. https://www.youtube.com/watch?time_continue=126&v=DWru4JhpYWU

66. https://www.wsj.com/articles/55-billion-profit-for-giant-asset-managerthe-swiss-central-bank-1515485509

67. https://www.marketwatch.com/story/apples-share-buyback-is-a-smarter-use-of-its-cash-than-these-4-other-options-2018-05-07

68. https://www.wsj.com/articles/buyback-derangement-syndrome-1534460606

69. https://www.nytimes.com/2018/08/23/opinion/ban-stock-buybacks.html

70. https://seekingalpha.com/amp/article/4111829-fooled-stock-buybacks

71. https://www.theburningplatform.com/2018/06/13/whos-the-sucker/

72. https://www.zerohedge.com/news/2018-02-25/day-reckoning-nears-goldman-projects-record-650bn-stock-buybacks

73. http://www.zerohedge.com/news/2017-12-24/riding-blockchain-train-these-companies-changed-their-name-and-their-stock-price-soa

74. https://www.cnbc.com/2018/08/02/petrochina-did-not-fare-well-after-reaching-1-trillion-in-market-cap.html

75. https://www.zerohedge.com/news/2018-09-01/einhorns-greenlight-crashes-25-ytd-after-8-drop-august

76. https://www.zerohedge.com/news/2017-12-29/perfect-year-global-equity-markets-are-about-do-something-theyve-never-ever-done

77. https://twitter.com/charliebilello/status/1041734081820721152?lang=en

78. https://www.zerohedge.com/news/2018-10-01/worse-dot-com-bubble-money-losing-companies-are-going-public-record-rate

79 https://seekingalpha.com/article/4175987-dominos-may-first-fall-among-weakness-restaurants

80. https://www.businessinsider.com/yulong-stock-price-completes-millennium-sapphire-acquisition-for-50-million-2018-10

81. https://finance.yahoo.com/quote/WWE?p=WWE

82. https://upfina.com/its-not-the-end-of-the-world-but/

83. https://www.sovereignman.com/trends/some-thoughts-on-the-longest-bull-market-ever-24066/

84. https://www.sovereignman.com/trends/is-netflix-being-run-by-the-united-states-congress-24233/?utm_medium=email&utm_source=sm_notes&utm_campaign=notes&utm_content=20181017_netflix_debt

85. https://twitter.com/shaunking/status/1050183488954077184

86. http://investmentresearchdynamics.com/teslas-q3-gaap-net-income-manipulation-if-not-outright-fraud/

87. https://www.wsj.com/articles/teslas-chief-engineer-is-out-after-taking-leave-of-absence-1530561319

88. https://www.zerohedge.com/news/2018-07-22/liquidity-crisis-tesla-asks-suppliers-cash-back

89. https://www.bloomberg.com/news/articles/2018-06-25/the-future-of-tesla-hinges-on-this-gigantic-tent

90. https://electrek.co/2018/08/23/tesla-factory-fire-buidling-tent/

91. https://www.zerohedge.com/news/2018-08-14/tesla-model-3-bumper-falls-after-30-minutes-and-heavy-rain

92. https://www.forbes.com/sites/michaeldunne/2016/04/19/locked-out-of-my-tesla-well-past-midnight-southside-of-l-a/#195c9e6c6c92

93.  https://www.scmp.com/news/world/united-states-canada/article/2151350/shocking-video-shows-tesla-bursting-flames-out-blue

94. https://www.zerohedge.com/news/2018-09-02/out-warranty-tesla-owners-left-no-choice-fix-their-own-cars

95. https://read.bi/2NkFo3m 

96. https://www.zerohedge.com/news/2018-08-16/second-tesla-whistleblower-alleges-mexican-cartel-drug-trafficking-ring-nevada

97. https://www.youtube.com/watch?v=mOI8GWoMF4M&feature=youtu.be

https://www.youtube.com/watch?v=MevKTPN4ozw&feature=youtu.be

98. https://www.bbc.com/news/business-43987141

99. https://www.gizmodo.com.au/2018/07/get-a-load-of-this-ridiculous-story-about-how-elon-musk-called-a-tesla-critics-boss-to-complain-about-him/

100. https://twitter.com/elonmusk/status/980566101124722688?lang=en

101. https://www.mercurynews.com/2018/12/10/elon-musk-its-not-realistic-that-anyone-at-tesla-can-hold-him-back-exec-tells-60-minutes/

102. https://variety.com/2018/biz/news/elon-musk-step-down-tesla-chairman-sec-settlement-1202962458/

103. https://www.zerohedge.com/news/2018-10-01/tesla-shares-soar-14-premarket-investors-cheer-musk-settlement

104. https://www.peakprosperitycom.bigscoots-staging.com/blog/113568/2017-year-review#volatility

105. https://seekingalpha.com/article/4073892-great-volatility-crash

106. https://www.zerohedge.com/news/2018-02-06/credit-suisse-terminates-xiv

107. https://www.zerohedge.com/news/2018-02-05/tradestation-halts-all-overnight-futures-trading-due-extreme-volatility

108. https://www.zerohedge.com/news/2018-02-05/vol-etf-terminations-begin-nomura-announces-early-redemption-vix-etn

109. https://www.zerohedge.com/news/2018-02-06/chicago-vol-selling-fund-blows-down-more-50-after-significant-losses

110. https://www.macrovoices.com/360-chris-cole-volatility-and-the-alchemy-of-risk

111. https://www.zerohedge.com/news/2018-02-15/2016-pension-funds-started-selling-market-puts-then-last-week-everything-went-wrong

112. https://www.bloomberg.com/view/articles/2018-02-09/has-anyone-seen-the-president

113. https://www.zerohedge.com/news/2018-02-23/misconduct-manipulation-malfeasance-us-regulators-begin-probe-vix-funds

114. https://www.zerohedge.com/news/2018-05-23/goldman-sachs-made-astonishing-200m-one-day-during-february-volocaust

115. https://www.wsj.com/articles/walgreens-to-replace-ge-in-dow-industrials-1529443336

116. https://twitter.com/hmeisler/status/1060903917339467776

117. https://www.forexlive.com/centralbank/!/november-28-2018-the-powell-put-is-born-20181128

118. https://www.hussmanfunds.com/wmc/wmc170807.htm

The FAANGs

119. https://www.etf.com/sections/daily-etf-watch/leveraged-fang-etns-debut

120. https://www.cnbc.com/2018/07/10/amazon-netflix-and-microsoft-hold-most-of-the-markets-gain-in-2018.html …

121. https://www.cnbc.com/2018/08/02/petrochina-did-not-fare-well-after-reaching-1-trillion-in-market-cap.html

122. https://www.cnbc.com/2018/08/02/apple-hits-1-trillion-in-market-value.html

123. https://www.bloomberg.com/news/articles/2018-06-12/fang-insiders-are-on-track-to-sell-more-than-5-billion-of-stock …

124. https://www.theverge.com/2016/11/22/13721766/twitter-ceo-jack-dorsey-suspended

125. https://www.zerohedge.com/news/2018-09-22/trump-investigate-google-facebook-under-new-executive-order-bloomberg

126. https://www.youtube.com/watch?v=jXCU5A2FAHg

https://www.theverge.com/2017/11/9/16627724/sean-parker-facebook-childrens-brains-feedback-loop

127. https://www.zerohedge.com/news/2018-03-21/zuckerberg-appear-cnn-9pm-summoned-uk-over-growing-scandal

128. https://www.zerohedge.com/news/2018-03-21/lawsuits-against-facebook-pile-deletefacebook-movement-grows

129. https://www.zerohedge.com/news/2018-03-27/twitter-user-breaks-down-all-personal-data-facebook-and-google-collect

130. https://motherboard.vice.com/en_us/article/paxdxb/whatsapp-cofounder-brian-acton-delete-facebook

131. https://www.cnbc.com/2018/09/05/facebook-exodus-44-percent-of-americans-age-18-29-have-deleted-app.html?__source=twitter|main

132. https://25iq.com/2018/02/23/what-might-the-amazon-berkshire-and-jp-morgan-health-care-joint-venture-actually-do/

133. https://www.zerohedge.com/news/2018-08-06/facebook-asking-major-us-banks-share-user-data

134. https://libertyblitzkrieg.com/2018/09/04/amazon-is-far-more-dangerous-and-powerful-than-you-want-to-admit/

135. https://www.ft.com/content/dbc722b0-3407-11e8-ae84-494103e73f7f

https://www.zerohedge.com/news/2018-07-10/crackdown-coming-outspoken-amazon-critic-joins-staff-ftc

136. https://www.washingtonpost.com/news/business/wp/2018/05/11/trump-said-amazon-cost-the-usps-billions-but-the-post-office-has-a-different-explanation/?noredirect=on&utm_term=.7955288477e9

137. https://twitter.com/TuckerCarlson/status/1035334044698009600

https://libertyblitzkrieg.com/2013/07/16/mcdonalds-math-you-cant-survive-working-for-us/

138. https://www.zerohedge.com/news/2018-10-10/amazon-adds-wage-hikes-workers-complain-about-lost-stock-grants

139. https://www.cnbc.com/2018/01/30/amazon-berkshire-hathaway-and-jpmorgan-chase-to-partner-on-us-employee-health-care.html

140. https://www.thenation.com/article/special-investigation-the-dirty-secret-behind-warren-buffetts-billions/

141. https://www.peakprosperitycom.bigscoots-staging.com/blog/2011-year-review-david-collum/67586#buffet

142. https://www.zerohedge.com/news/2018-05-24/unplug-your-alexa-devices-right-now-youre-being-hacked

143. https://www.infowars.com/new-facebook-portal-camera-follows-you-around-the-room/

144. https://www.politico.com/states/new-york/albany/story/2018/11/15/amazon-deal-will-disrupt-plans-for-affordable-housing-on-long-island-city-sites-700784

145.