What I'm reading this morning:
- China trying to rein in shadow banks to prevent civil unrest (Bloomberg)
- The Black Swan comes to the realm of politics (New York Times)
- Donald Trump takes the reins of a divided Republican Party (Washington Post)
- The electoral map says it's still Clinton's race to lose (New York Times)
- Trump: Don't be scared of me in the Oval Office (New York Times)
- Guess what the number one predictor of mutual fund performance is... (Morningstar)
- Congrats to my friend Bob Seawright on his 1000th blog post - and it's a good one (Above the Market)
- Don't be tricked by share price momentum - it often has nothing to do with company fundamentals (Institutional Investor)
- The Worst Bear Market That Nobody Ever Talks About (Irrelevant Investor)
- My notes from Ira Sohn (Part I) (TRB)
- My notes from Ira Sohn (Part II) (TRB)
- My notes from Ira Sohn (Part III) (TRB)
