Welcome back, my friends, to the linkfest that never ends. It's the first work day since summer ended but we have you covered:

  • For Stocks, September can Be the Cruelest Month (WSJ)
  • Why Is the Shiller CAPE So High? (Philosophical Economics)
  • Size Matters (Barron’s)
  • The Strategic Fight (TRB) see also A Global Passive Benchmark with ETFs and Factor Tilts (GesaltU)
  • Beating the Market, as a Reachable Goal (NY Times)
  • The Quote Stuffing Trading Strategy (Nanex) see also How HFT Quote Stuffing Caused the Market Crash of May 6, and Threatens to Destroy the Entire Market at Any Moment (Zero Hedge)
  • Blanchflower: The European Central Bank Is a Crawling Tortoise -- Six Years Behind the Curve on Stimulus (The Independent)
  • Apple Partnering With American Express on New iPhone Payments System (Re/Code) see also Apple Said to Team With Visa, MasterCard on iPhone Wallet (Bloomberg)
  • Movement to Declassify 9/11 Information Gathers Momentum (Washington’s Blog)
  • The Future of Sex Toys Is Tied in Patent Hell (Daily Dot)

What are you reading?

It's Hot in California

Source: Bloomberg
Source: Bloomberg

To contact the author of this article: Barry Ritholtz at britholtz3@bloomberg.net.

To contact the editor responsible for this article: Alex Bruns at abruns@bloomberg.net.