Global Macro / Markets / Investing:
- Seven Reasons Cheap Oil Can’t Stop Renewables Now – Bloomberg
- Oil Cash Waning, Venezuelan Shelves Lie Bare – New York Times
- What sectors are cheap? Energy and consumer discretionary – Alpha Architect
- What successful short-sellers look for in a shortable stock – Contrarian Value Edge
- Rising interest rates and the risk of 60/40 portfolios – A Wealth of Common Sense
- Don’t ignore the slope of the yield curve – Economics 21
North America: