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What I'm reading this morning:

Stuff I’m Reading this Morning…

“Last week we moved past the noise level to an extreme in one of the longest running sentiment polls”  (PensionPartners)

AEP: Where’s all the fear?  (Telegraph)

This is now the second longest bull market in 80 years.  (ShortSideofLong)

Ben Carlson: Here’s a list of those that should sell some stocks here  (AWealthOfCommonSense)

The Low Volatility Myth  (PriceActionLab)

The mystery of why gold’s not working with lower treasury yields.  (SoberLook)

Russ Koesterich looks at the opportunity in Indian stocks.  (BlackRock)

Hedge-Fund World’s One-Man Wealth Machine  (WSJ)

“Technical analysis drags down performance” – oh boy. Lock the doors, Rick.  (RickFerri)

Last July, Alibaba launched a money market fund to handle its own cash. The fund now has a third of the market share in China and is the fastest growing mutual fund in history.  (InstitutionalInvestor)

The mainstream financial media lacks critical understanding about frontier markets.  (InvestingFrontier)

Today’s PE ratio on as reported earnings is kind of high by historical standards – especially if the “E” suddenly drops.  (FatPitch)

Patrick Ewing Donates Bucket Of Game Sweat To NBA Hall Of Fame (TheOnion)


The new book – Clash of the Financial Pundits – now available for pre-order!

 

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