What I'm reading this morning:
- Draghi's dovish comments hit the euro, boost Euro stocks (MarketWatch)
- Stocks and the dollar can get along, you know (Dragonfly Capital)
- Goldman sours on the Japan story (Bloomberg)
- Hedge funds all look remarkably similar this year (CIO)
- Fixed income desks around Wall Street are becoming "fun sized" in time for Halloween (Bloomberg)
- India: Can Modi make it rain? (BloombergView)
- Tom Brakke: What is the half-life of an investment belief? (Research Puzzle)
- "Rejecting a pattern like the death cross in Russell 2000 on the grounds that it is not a very strong signal based on the past is wishful thinking and a formal logical fallacy since no indicator is sufficient for price action." (Price Action Lab)
- Michael Lewis on the occupational hazards of working on Wall Street (BloombergView)
