1. Stock markets are hot…but how are the earnings doing? See It Market
  2. Returns = What + How + When! The Reformed Broker
  3. Index funds are good…or are they? A Wealth of Common Sense
  4. Stock markets and the HFT impact: Business Insider
  5. The path to the end of QE: FT
  6. Dow’s 120 year history: Market Watch
  7. Markets and the assumption of fungibility: CFA Blog
  8. If you thought tax reform will be easier vs replacing healthcare: Forbes
  9. Bull or bear – where are we now? Envestnet
  10. Hard landing…or a resilient China? Project Syndicate
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