What I'm reading this morning:
- Hedge funds are getting cautious on stocks, leverage drops (Wall Street Journal)
- The impact of oil on stocks, earnings starting to become apparent (Wall Street Journal)
- Check out Andy Thrasher's weekly technical review (AThrasher)
- Seven golden rules of investing as markets defy gravity (Telegraph)
- There's lots of stuff you can read today, but don't miss Gavyn Davies on the global deflation shock (FT)
- Why own bonds in a portfolio? (A Wealth Of Common Sense)
- another from Ben - Should fund managers care about the behavior gap? (A Wealth Of Common Sense)
- The return of Gerald Minack: This time it's personal. (Financial Review)
- The State of the ETF Industry - stats as of December (Invest With An Edge)
- "As Chinese retail investors pour back into the world’s hottest stock market, they’re leaving their fingerprints all over the place." (Bloomberg)
- The Biggest Investment Mistakes — in the Words of Jean-Marie Eveillard, Howard Marks, et al. (Beyond Proxy)
- Seriously, WTF is even the point of this? I actually had a potential client go with a wirehouse so he could access this fund. Sorry man. (Bloomberg)
- A dozen lessons on capital allocation from Tom Murphy (25iq)
- Forecasting Follies: 2015 Edition (ETF.com)
- Can't believe the Meredith Whitney hedge fund wasn't a home run. (Bloomberg)
- Where Are Your Equity Assets Really Invested? (CIO)
- It's not you - every other speech at the Golden Globes involved Amazon or Netflix (TIME)
- Why every financial advisor should have account minimums (Investment News)
- Are these the Fail Words keeping you up at night and holding you back? Get over them. (Seth Godin)
