1. You need to read Bob Lutz’s take on Tesla: LA Times
  2. A value investor and buying Trump’s presidency: The Reformed Broker
  3. Bonds on weed = stocks on crack: GMO
  4. You can depend on markets being cyclical! A Wealth of Common Sense
  5. Rules to live by: The Big Picture
  6. CAPE ratio continues going higher…for how long? NY Times
  7. Speaking of which, Stock to Bond ratio is now at the 2007 peak levels: Knowledge Leaders Capital
  8. The car and the skateboard, what are we on? Hussman Funds
  9. And once again…we have no clear direction! 
  10. Buying EMs and the final scene of the French cult movie La Haine: Alpha Sources

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