Recommendation: Satya Nadella CEO of Microsoft and and author of Hit Refresh: The Quest to Rediscover Microsoft’s Soul and Imagine a Better Future for Everyone says Carol Dweck’s Mindset: The New Psychology of Success changed his life.  (WSJ)

Quote of the Day

"A lot of people will tend to look at valuation metrics or other indicators and feel the need to be “all in” or “all out” of the market. This is the gambler’s approach to investing. We’re not gambling though."

(Cullen Roche)

Chart of the Day

Lumber prices are surging year-over-year.