Book list: Six books Richard Thaler recommends including the forthcoming Pre-Suasion: A Revolutionary Way to Influence and Persuade by Robert Cialdini.  (Marketwatch)

Quote of the Day

"(I)f you believe in factors enough that you are willing to move away from the simple, cheap, market portfolio, don’t do it via tilt. Do it in a way that gains true exposure to factors."

(Patrick O'Shaughnessy)

Chart of the Day

What Blackrock’s ($BLK) earnings tell us about the global investing environment.