Stuff I’m Reading this Morning…
Crude oil going banoodles on the Iraqi terror takeover. (
May Retail Sales disappoints. Guess it was the polar vortex again. (
You should be reading these five financial bloggers. (
S&P’s Howard Silverblatt on the return of the stock split (maybe). (
Do We Need a Recession for a Meaningful Correction in Stocks? (
Contrarians: These are the nine most hated stocks on Wall Street, based on analyst coverage: (
Paul McCulley’s first note since returning to PIMCO tackles inflation and interest rates. (
Pick a factor, any factor – given enough time, almost all of them beat the cap-weighted S&P 500. (
…However, Bill Sharpe has plenty of not-so-nice things to say about Smart Beta. (
Erik Swarts: Last years class of ugly ducklings still holds the most promise and potential going forward. (
No bond bubble? Really? Introducing the securitized burrito: (
Barry: Why calling market tops is so hard. (
Don’t worry, you’re probably a better investor than the Harvard Endowment Fund, which blows. (
“What is more likely to have a positive surprise: a market with high valuations, above trend profits, and high expectations, or a market with dirt cheap valuations, below average profits that can revert to the mean, and overwhelmingly negative sentiment?” ( ResearchAffiliates )
The new book – Clash of the Financial Pundits – now available for pre-order!
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