1. The change in perspective: Ray Dalio
  2. The big geopolitical fallout – Qatar’s isolation: Bloomberg
  3. The message from the bond markets for equities…is there one? Dash of Insight
  4. Diversification is hard…and getting harder: A Wealth of Common Sense
  5. Sharpe on the “the nastiest, hardest problem in finance.”: Bloomberg View
  6. Risks to the global recovery: Project Syndicate
  7. Well summarized in the three factors: Hussman
  8. Look to Forex as an asset class: Price Action Lab
  9. Its not just the returns, but also the path that matters: The Irrelevant Investor
  10. Expect an inverted yield curve by end of 2017…here’s why! CNBC

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