Hot Links: Biggest Systemic Risk in the World
Posted July 29, 2014 by Joshua M Brown
What I'm reading this morning:
Stuff I’m Reading this Morning…
Yes, the Chinese stock market IS catching fire. (Bloomberg
Barry setting the record straight re: the impact of rising rates on the stock market. (BloombergView
Why negative divergences shouldn’t necessarily make us nervous. (Ivanhoff
CAPE is interesting but fairly useless at predicting much of anything most of the time. (Reuters
What’s the biggest systemic risk in the world right now? Guess! (RealTimeEconomics ETFTrends
What you should know ahead of tonight’s Twitter earnings report. (Recode
Michael Batnick: Why would you want to rely on any strategy that doesn’t keep you in the market? (IrrelevantInvestor
So Ackman hasn’t quite delivered the “deathblow” top Herbalife, but he’s definitely f***ed it up a lil bit. (MoneyBeat BronteCapital
Tesla partner Mobileye is this week’s hot IPO to watch. (ValueWalk
Is this the “biggest ETF story of the year”? (ETF
34% of all ETF inflows this year are going to products that are based on an MSCI index. Whatupwiththat? (ETFTrends
Reddit needs to stay weird, even if it grows up. (NYT
What are you willing to bleed for? (SethsBlog
“Tasks that you are driven toward by Gain produce more significant positive results in your life and your business than tasks that you are driven toward by Prevent Pain.” (FarnamStreet
Save this for the weekend, but save it for sure: All Things Charlie Munger (ValueWalk
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