What I'm reading this morning:
- Retailers Ring Alarm Bells for the Holiday Season (Wall Street Journal)
- Andrew Lo on "Indexing's Brave New World" (CIO)
- What is a Better Strategy – Invest in Berkshire, or Buffett’s Stock Picks? (Meb Faber)
- Fun read on out of favor markets: BRICs, PITs, And PIGS (ValueWalk)
- Should you tilt toward dividend growth in Emerging Markets? (ETF Trends)
- Taking additional credit risk does not guarantee you a premium return (ETF.com)
- Is risk still being mispriced globally thanks to QE? One very informed opinion here: (Enterprising Investor)
- Bond funds' past performance isn't necessarily indicative of skill. (Morningstar)
- Ben Carlson on the failure of institutional consultant groupthink (A Wealth Of Common Sense)
- Three Goldman bankers leave for Uber as tech world raids Wall Street talent (Reuters)
- Meet the Man Behind the Best Men's Clothing Store in America (GQ)
- My friend Joe Terranova wrote a powerful post about Thanksgiving and the next 5 minutes (CNBC)
