What I am reading today (02 June 2017)

  1. The Italian bank bailout begins! Bloomberg
  2. People will tell you anything! CFA Blog
  3. Index investors be warned: Market Watch
  4. Tech disruption in the US Housing Markets: Bloomberg
  5. No…not a bubble yet! Investing
  6. Goldman’s embarrassing bet on Venezuela explained: Forbes
  7. The end of demand for fossil fuels…by 2050: Absolute Return Partners
  8. Ask yourself – how much will you care: Collaborative Fund
  9. Using breadth to anticipate inflection points: The Fat Pitch
  10. Bitcoin momentum and mean reversion! Price Action Lab

What I am reading today (31 May 2017)

  1. Market corrections…what happened to them? LA Times
  2. The flattening of the yield curve – Why? Capital Spectator
  3. The 13 million nerds and what they mean to Apple: Ritholtz
  4. The threats to success of Financial Capitalism: CFA Blog
  5. Raising price targets and how! Market Watch
  6. 5 reasons to buy…OIL! Allianz Global Investors
  7. Don’t push to SELL! A Teachable Moment
  8. The Active Passive decision! 
  9. Canada’s stock market is lagging…Here’s why!Bloomberg
  10. The quant stuff isn’t new…its not too old either: RCM Alternatives

Best of the Blogs (30 May 2017)

  1. Evidence Based Investing: Views from JB: The Reformed Broker
  2. Real Estate – The good to know facts: A Wealth of Common Sense
  3. Oaktree Capital at the Wharton: Ritholtz
  4. Markets are not systemic: CFA Blog
  5. Trump’s threat to the EU Political class…is also true! CNBC
  6. The end matters…a lot! Of Dollars and Data
  7. Managed futures and the blending factors: Mark Rzepczynski
  8. It shouldn’t be Fed vs Growth: Bloomberg
  9. OPEC no more controls oil price? Forbes
  10. Who will reshape the world? China’s seniors! Bloomberg View

What I am reading today (29 May 2017)

  1. The Knowledge economy vs Trumpism: The Reformed Broker
  2. Solar cheaper than coal for India: The Energy Mix
  3. The rush for ESG Investing reminds one of the 1980s: CFA Blog
  4. The contradictions in Trump’s budget: Project Syndicate
  5. Betting on European stocks = Closet forex speculation: Price Action Lab
  6. Volatility in commodity markets…shall return someday! Bloomberg
  7. Momentum strategy has worked…but its time it took a breather: HORAN
  8. Great advice…from Buffet, Munger and Gates: Safal Niveshak
  9. Demographics and Economic Growth matters: Econompic
  10. The Double Intense Carnage: Tony Isola

What I am reading today (28 May 2017)

  1. It’s not easy to stay the course: A Wealth of Common Sense
  2. European stocks…what do you think? The Reformed Broker
  3. Marc Andreessen with Barry Ritholtz: Medium
  4. How to win in Financial Markets: Forbes
  5. View the Markets as they are! CFA Blog
  6. So when do valuations really matter? Hussman
  7. Meanwhile, keep an eye on Asia: Northern Trust
  8. Politics and Fed trumped by solid economics and earnings: Charles Schwab
  9. The crowded trade! Price Action Lab
  10. Equities or Individual Commodities: Bloomberg

What I am reading today (25 May 2017)

  1. Disruption…or is it? Polemic’s Pains
  2. The shift from Investment Management to Financial Advice! A Wealth of Common Sense
  3. US Consumer credit grows while mortgage debt comes off: Ritholtz
  4. Painful if you are early…more painful if you are late: Yahoo Finance
  5. Siegel vs Shiller: CFA Blog
  6. Volatility is near all time lows…or is it? AB Global
  7. The three geopolitical shifts to watch…Part 1 and Part 2: Knowledge Leaders Capital
  8. Bitcoin – worth twice as much as gold: Economist
  9. 4x leverage funds = 4x the returns? Not exactly: TFS Capital`
  10. We are in a bubble…NOT: The Brooklyn Investor

What I am reading today (18 May 2017)

  1. Trump Impeachment…what are the odds? Financial Times
  2. Correction? What is that? The Reformed Broker
  3. Staying invested is tough…today and always! The Irrelevant Investor
  4. Volatility has spiked…what should you do? Pension Partners
  5. The Fund of Funds Business…no better days yet. Value Walk
  6. Another argument for thinking global – A Wealth of Common Sense
  7. The rise of active management – How? CFA blog
  8. Watergate: What did the stock markets do then? Yahoo Finance
  9. Bond Market and what it signals on the Fed rate hike: Knowledge Leaders Capital
  10. Washington turmoil and a currency roundup: Marc to Market

A must must read!

Everytime there comes a disruptive idea, it is followed by skeptics calling for failure. With the benefit of hindsight, it may be worth our while to take a look at how revolutionary inventions such as a car or a plane were taken by the society. Morgan Housel has taken a deep dive into this and is worth every minute you may spend reading this article.

Source: The Collaborative Fund


What I am reading today (3 Apr 2017)

  1. Foreign stocks and bonds top the list: Capital Spectator
  2. Fastest growing and shrinking of the Fortune 500: Craft
  3. Don’t give in to peer pressure: Tony Isola
  4. Commercial Real Estate – The next big short? Value Walk
  5. Is this a rally fueled by fake news? Russell Investments
  6. From hiking rates to reducing the size of the balancesheet: First Trust
  7. Valuations matter! Real Investment Advice
  8. What’s wrong with the Neutral Momentum ETF? Price Action Lab
  9. April is historically a strong month…SO? The Irrelevant Investor
  10. Hope this isn’t you! Above the Market

What I am reading today (2 April 2017)

  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