Global Macro / Markets / Investing:
- Market sentiment turns negative – Joe Fahmy
- Did the Fed miss the boat on the junk bond bubble? – Pragmatic Capitalism
- Bond funds continue to see inflows – Disciplined Investing
- Why it isn’t surprising Treasury yields are continuing to decline – Market Anthropology
- No single measure of risk tells us all that much about our investments – A Wealth of Common Sense
- Are cash flows a better predictor than earnings (paper)? – SSRN
- Why you should be reading more research papers on investing – BetterBeta Trading
- California Drought Transforms Global Food Market – Bloomberg
- Five Years of Futility Breaking for Bears as Shorts Drop – Bloomberg
- With bulls like these, who needs bears? – The Reformed Broker
North America: