…what I have been reading today (07 March 2017)

  1. “Tragic Optimism”: A Teachable Moment
  2. Hedge funds turn defensive: Bloomberg
  3. Is the air going out of SNAP? A Wealth of Common Sense 
  4. The popularity of Donald Trump: Five Thirty Eight
  5. The Trump-erature survey results: Convergex
  6. A verdict on High Frequency Trading: CFA Blogs
  7. Debt ceiling and the illusion of liquidity: Gavekal Capital
  8. Taking a stock of where we are on earnings: The Irrelevant Investor
  9. The case for shorting Cocoa: Almanac Trader
  10. A summary of the global themes: 
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