Book list: 20 books every trader should know about (or avoid) including One Good Trade: Inside the Highly Competitive World of Proprietary Trading by Mike Bellafiore. (Brian Lund)
Quote of the Day
"When the flood comes, the stupidity of our current nickel-and-dime bickering and ideological bitchfights will be laid bare for all to see."
(Joshua Brown)
Markets
- It's been three and half years since a real correction. (thereformedbroker.com)
- The bull market is tired. (humblestudentofthemarkets.blogspot.com)
- Japanese stocks are trading at 15x earnings. (ft.com)
Strategy
- Dividend paying stocks are no shelter from an overvalued market. (etf.com)
- Why you should make your portfolio more 'dynamic.' (blogs.cfainstitute.org)
Finance
- The curse of the IPO pop. (pando.com)
- Expect more health care-related IPOs. (online.barrons.com)
- The post office could start looking more like a bank. (blogs.wsj.com)
Infrastructure
- India is still facing an infrastructure deficit. (knowledge.wharton.upenn.edu)
- Infrastructure investment is not risk-free. (ft.com)
ETFs
- Some ETFs have some significant single stock exposure. (online.barrons.com)
- The ETF Deathwatch for May 2015. (investwithanedge.com)
China
Global
- Europe's CFOs are facing a negative rate conundrum? (ft.com)
- Why was the ECB so slow on the monetary trigger? (ft.com)
Economy
- In a world awash in new technologies just how good are our inflation measures? (blogs.ft.com)
- Why you can safely ignore the Q1 slowdown. (thereformedbroker.com)
- Quantifying how much gasoline prices affect consumer sentiment. (econbrowser.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: factors vs. assets. (abnormalreturns.com)
- Top clicks this week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday linkfest. (abnormalreturns.com)
