Good Monday morning. Here is an interesting way to start off your week:

• How did broad asset classes perform in 2013? (Mebane Faber), see also Your guide to EM compartmentalization (FT Alphaville)
• Does the Small-Cap Premium Exist? (Morningstar)
• Trading Rules To Live By (All Star Charts), see also 6 reasons your investments stink (MarketWatch)
• Europe can be optimistic -- in the Long Term (WSJ)
• Parsing Bernanke’s Legacy (MoneyBeat)
• Why Was the Housing Bubble So Much More Damaging than the Dot.Com Bubble? (Jared Bernstein)
• The Choreography Of Design, Treasure Hunts, And Hot Dogs That Have Made Costco So Successful (FastCo), see also The Death of the Mall (REwired)
• Will there be a Battery Singularity by 2025? (Next Big Future)
• What makes us happy: Experiences or Possessions? (FT), see also The changing face of psychology (The Guardian)
Today’s WTF headline: Hitmen For Hire: Academics unlock the secret behavior of Britain’s contract killers (The Guardian)

What are you reading?

Global Woes Fail to Send Cash into US Stocks

Source: WSJ
Source: WSJ

To contact the author of this article: Barry Ritholtz at
To contact the editor responsible for this article: Alex Bruns at