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Sunday, May 11, 2014

Some Sunday newsreading


Here's some stuff to read:

Bonddad - weekly indicators. Everything looks fine, though he's grossly worried about 2015. Because he's a pussy.

Reformed Borker (Bork Bork Bork!) - nothing is happening. Among other things, Jeremy Siegel is putting the small cap underperformance down to "mean reversion".

Ritholtz - pay attention to what motivates commentary. In the case of doomer bullshit, they're not even trying to read the market right; they're only interested in getting you to vote Republican.

Reuters - what if Modi falls short? He's actually unlikely to be able to form a majority, so be prepared for a possible fall in gold, among other things.


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