Monday, we meet again. My bubonic plague is improving somewhat, enough that I can bring you these reads:
• How to Invest $25 Million (Penta) see also Should financial advice really cost $9 million? Some well-off investors are beginning to wonder (WSJ)
• The Modern View of the Stock Market (Morningstar)
• U.S. swimming in oil (Futures)
• Parsing Surprise Decline In Rates (WSJ)
• The capex call (FT Alphaville)
• Flows Don’t Follow Value, They Follow Performance (Reformed Broker)
• Worth a re-read: A Union That Doesn’t Want Wages? (Priceonomics)
• Sorry, But There’s No ‘Law Of Capitalism’ That You Have To Pay Employees As Little As Possible (Business Insider)
• Why We Got Fatter During The Fat-Free Food Boom (NPR)
• The book Scientology spent 27 years trying to ban (NY Post)
What are you reading?
Sector Rotation in March
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