Links

Global Macro / Markets / investing: Raging Bull Markets: How Young Men’s Hormones Unsettle Finance – Bloomberg How major asset classes performed in June 2015: in short not so hot – Capital Spectator North America: Puerto Rico’s Pain Is Tied to U.S.

Global Macro / Markets / Investing: Bitcoin Is Unsustainable – Vice Loads of Debt: A Global Ailment With Few Cures – New York Times Blackstone and BlackRock Are Getting Into Each Other’s Business – Bloomberg North America: U.S.

Global Macro / Markets / Investing: How equity markets react to crises – Disciplined Investing The S&P 500 is working its way towards oversold – The Short Side of Long Why do so many investors persist in trying to beat the market?

Global Macro / Markets / Investing: Profits vs Growth – avc.com Boom in once-scarce ‘rare earth’ metals ends in US miner’s bust – Financial Times The Fear Factor Behind Stock Prices – Bloomberg View North America: Dropout-Turned-Ph.D.

Global Macro / Markets / Investing: What’s Really Warming the World?

Global Macro / Markets / Investing: Are Quants the New Systemic Risk?

Global Macro / Markets / Investing: Bitcoin Bucket Shop Kicks Bucket – Bloomberg View Why You’re Paying Too Much in Fees – Wall Street Journal The Shale Industry Could Be Swallowed By Its Own Debt – Bloomberg Bonds for Buybacks Never Bigger in U.S.

Global Macro / Markets / Investing: Do the Poor Make More Rational Financial Decisions Than the Wealthy?

Macro & Markets Internal and external balance – Michael Pettis…a superb read… Central banks can save the world – Reuters, Hadas Rout Extends to Corporate Bonds as Borrowing Costs Increase – Bloomberg What Level Will the Bund Yield Breach Next?