Global Macro / Markets / Investing:
- Checking in on some market breadth measures – Short Side of Long
- How to reduce portfolio risk without going to cash – Pension Partners
- What traders have in common with climate change deniers – The Irrelevant Investor
- Value is at best a nebulous concept – Pragmatic Capitalism
- Investors are fleeing core bond funds for more exotic fare – Morningstar
- Millennials could use a good dose of inflation – Money
- When is housing too expensive a hedge to hold? – Principles & Interest
North America: