Thanks for checking in with us for this early morning linkfest. Good luck out there today.
Some market divergences to keep an eye on. (Market Anthropology)
Howard Marks always asks “is it cheap”? (Clusterstock, Pragmatic Capitalism)
The industrial sector seems to have gotten ahead of itself. (EconomPic Data)
How to value a growth company – Andy Kessler’s ‘rule of 10.’ (WSJ)
Reverse causation at work. Buy-side analysts tend to upgrade stocks held by hedge funds. (All About Alpha)
Pension funds are once again piling into hedge funds. (WSJ)
Are any traders making money intraday any more? (The Minimalist Trader)
Happy third blogiversary! (the research puzzle)
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