On the bookshelf: Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations Corporations by Tobias Carlisle.

Felix Salmon, “No longer is being an investment banker seen as the best way for a young, talented graduate to make lots of money and achieve great worldly success. Smart kids are moving to San Francisco rather than New York or London.  (FT)

Signs of an overheated market.  (The Fat Pitch, Ryan Detrick)

Valuation is not a timing tool.  (Barry Ritholtz)

On the dangers of outsourcing your market insights.  (TraderFeed)

Can momentum be arbitraged away?  (Systematic Relative Strength)

Three keys to investing in energy stocks.  (Millenial Invest)

Every investor needs a pit crew.  (StockCharts Blog)

Silicon valley is coming after Wall Street.  (FT)

Janet Yellen made the right call on inflation this Summer.  (Joe Weisenthal)

Bundling, unbundling and app apathy.  (Abnormal Returns)

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

Uber is just the beginning: dynamic pricing is coming.  (Technology Review)

Can a social network that limits the stream raise the discourse?  (Nieman Lab)

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