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.