Sunday links: slow money

Quote of the day

Chart of the day

BCAEuro 1114 Sunday links:  slow money

The case for a Euro stock bounce: rising forward economic expectations.  (BCA Research)

Markets

By this measure the US stock market is dramatically overvalued.  (Dana Lyons)

It’s worth asking: are investors too complacent?  (A Dash of Insight)

US states and municipalities are by and large on firm footing.  (Barron’s)

Commodities

Palladium is lone standout in the precious metals space.  (All Star Charts)

Gold forward rates are now negative.  (ETF Trends)

Why weather patterns matter for natural gas prices.  (Bespoke)

Strategy

International stocks have been down so long… (Jason Zweig)

Diversified portfolios always have some asset underperforming.  (Irrelevant Investor)

Defensive sectors tend to have positive participation ratios.  (SSRN via @quantivity)

Time

Want to win a markets-related argument? Just change the time horizon. (A Wealth of Common Sense)

Our financial lives are intertwined with perceptions about time.  (Pragmatic Capitalism)

Books

Four books that are a lot better than what is served up in Tony Robbins’ Money: Master the Game, 7 Simple Steps to Financial Freedom.  (Bason Asset Management)

A review of Kim Shannon’s The Value Proposition: Sionna’s Common Sense Path to Investment Success..   (Enterprising Investor)

Funds

Why investment teams need to be diverse.  (John Authers)

Investors are wising up by avoiding the A-shares of mutual funds.  (InvestmentNews)

Why invest in a hedge fund when you can invest in a fund’s fee-generating capabilities?  (Barron’s)

Global

Investors are pessimistic about non-US markets.  (Alpha Now)

The most important economic charts of the week.  (Quartz)

Is demography playing a role in the secular stagnation we are seeing?  (Economist)

Economy

The central paradox facing the US economy.  (The Upshot)

The Fed is more of disinflation than previously thought.  (BCA Research, Sober Look)

A look at the post-crisis transformation of the American jobs economy.  (Conor Sen)

A look back at the economic week that was.  (Big Picture)

The economic schedule for the coming week.  (Calculated Risk)

Earlier on Abnormal Returns

Top clicks this week on the site.  (Abnormal Returns)

What you might have missed in our Saturday linkfest.  (Abnormal Returns)

Mixed media

It should be obvious why Millennials are scared of stocks.  (Morgan Housel)

Recent college graduates are adding certificates to make themselves more employable.  (WSJ)

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