The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. You Better Be Careful And Keep Your Eyes Open by Jesse Felder.

2. What’s Normalized? by Eric Cinnamond.

3. Macro and Credit - Klondike by Martin T.

4. Globally Synchronized (Bond Yields) by Jeffrey P. Snider

5. Does the US Need A Rate Cut? No. by Daniel Lacalle.

6. Central Bank Scorecard by MI2.

7. Fiscal Money Can Make Or Break The Euro by Yanis Varoufakis.

8. It All Makes Sense If You Look At It Right: Full Week Ahead Preview by TheRealHeisenberg.

9. A Tumultuous First Half of 2019 Is Drawing To A Climax by Greg McKenna.

10. The Case Of The Missing Inflation: The Changing Demographic Picture by Louis-Vincent Gave.

11. Information Asymmetry and Strategic Early Bidding In Peer-To-Peer Lending by Tat Y. Chan, Kai Lu, and Zaiyan Wei.

12. Rate Cut On The Way by Tim Duy.

13. High Grade Bond Summation Index by Tom McClellan.

14. Insider Weekends: Brother-Sister Duo Purchase Shares of First Citizens BancShares by Asif Suria.

15. Expansions Don’t Die of Old Age by Anatole Kaletsky.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. This Time It’s Different by Howard Marks.

2. Running Out of Workers? by Dr. Ed Yardeni.

3. Macro and Credit - The Numbers Game by Martin T.

4. Bubble 3.0: A Blast From A Bubble Past by David Hay.

5. Trends and Applications of Machine Learning in Quantitative Finance by Sophie Emerson, Ruairi Kennedy, Luke O’Shea, and John O’Brien.

6. Stage Set For A Dovish Shift by Tim Duy.

7. Insider Weekends: Randal Kirk Buys Intrexon At Much Higher Prices by Asif Suria.

8. From Washington To Sinatra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview by TheRealHeisenberg.

9. The Fed Dominates the Landscape This Week With Markets Are Important Levels by Greg McKenna.

10. Interest Rates Re-Examined by MI2.

11. The Growing Risk Of A 2020 Recession and Crisis by Nouriel Roubini.

12. Commodities and The Future Of China’s Stall by Jeffrey P. Snider.

13. When Underperformance Reaches An Extreme by Tom McClellan.

14. Opioids or Price Gouging - Mallinckrodt Spinoff From Sonorant Will Give You Your Choice Later This Year by Inelegant Investor.

15. U.S. Dollar at A Key Inflection Point by Patrick Dunuwila.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Insider Weekends: Luxury Brands On The Cheap by Asif Suria.

2. Mexican Tariff Backdown To Drive Risk Recovery by Greg McKenna.

3. Just Don’t Call It A Weak Dollar Policy by TheRealHeisenberg.

4. Fed Prepared To Adjust Policy As Needed by Tim Duy.

5. Why Antitrust Threats Should Worry Wall Street by Michael Johnston.

6. High Yield Bonds Back To Bullish Mode by Tom McClellan.

7. Unconstrained Negative Interest Rates by MI2.

8. Gold In The Age of Eroding Trust by Ronald-Peter Stoeferle and Mark J. Valek.

9. The Truth About Trading Daily Timeframe Nobody Tells You by Rayner Teo.

10. Vulnerable Windows And Swinging Trap Doors by John P. Hussman, Ph.D.

11. The US Economy’s Dirty Secret by Todd G. Buchholz.

12. Relative Strength Is The Flavor In Financials by Dan Gorghuber.

13. Much More Than A Trade War by Daniel Lacalle.

14. The Rate Cuts Have Already Started by Jeffrey P. Snider.

15. Fleetcor - Citron Exposes One Of The Largest Clean Energy Frauds In US History by Citron Research.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Macro and Credit - The Lady, or the Tiger? by Martin T.

2. As Europe Keeps Falling, The Implications for Europe and Everyone Else by Jeffrey P. Snider.

3. Insider Weekends: Cluster of Purchases by Insiders of Coty by Asif Suria.

4. 3 Currency Pairs Equity Investors Need to Know by Nick Marino.

5. It’s All Political These Days: Full Week Ahead Preview by TheRealHeisenberg.

6. Digging In, the US and China Are On the Brink by Greg McKenna.

7. Data Still Favors Rate Cut by Tim Duy.

8. Deja Vu: SBOI and Flipping by MI2.

9. Bubble 3.0: The Intersection of Bubble and Bubble by David Hay.

10. This Time Is Different, But It Will End the Same Way: Unrecognized Secular Changes in the Bond Market Since the 2008 Crisis That May Precipitate the Next Crisis by Daniel Zwirn, Jim Kyung-Soo Liew, and Ahmad Ajakh.

11. On the Fickle Correlation Between Stocks and Oil Prices by Tom McClellan.

12. Earnings Recession Ahead? by Daniel Lacalle.

13. A Greek Canary in a Global Goldmine by Yanis Varoufakis.

14. Trump’s Trade War Is Good for These Three Stocks by Robert Ross.

15. Palladium: Is the Bottom In? featuring Tom Bruni by Real Vision.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Escape - Dow DuPont Likes Corteva Coladas - Spinoff and Name Change Set for June 1 by Inelegant Investor.

2. Domestic Lira Demand a Sign of Turkish Rebound by Variant Perception.

3. It Might be Time for Markets to Take the Trade War Seriously by Greg McKenna.

4. Trade War. An Excuse To Sell? by Daniel Lacalle.

5. What Is Volatility Telling Us? by Ian McMillan.

6. Labor Market, Wage Growth, Kaplan Capitulates On Inflation by Tim Duy.

7. Hope Is Not a Strategy by Robert Eisenbeis.

8. Curves Have Pointed The Way, And It’s The Way They Still Point by Jeffrey P. Snider.

9. Vancouver, Casinos and Grandmothers by Kevin Muir.

10. Gann Tools for Better Crypto Currency Trading Outcomes by Daniel Bruno, CMT.

11. Credit’s Check Up by MI2.

12. JOLTS Data Stumble, but A-D Line Says Don’t Worry by Tom McClellan.

13. The Trend Reversal Trading Strategy Guide by Rayner Teo.

14. Not All IPOs Are Created Equal. Jumia Is a Fraud. Citron Exposes the Smoking Gun. Equity Is Worthless by Citron Research.

15. ‘Big League’ Drama: Full Week Ahead Preview by TheRealHeisenberg.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Time to Sell in May and Go Away? by Patrick Dunuwila.

2. Why a 60-65% Market Loss Would Be Run-Of-The-Mill by John P. Hussman, Ph.D.

3. Trading ‘Transitory’, Doves Down Under & Fightin’ Words: Full Week Ahead Preview by TheRealHeisenberg.

4. Skew Offers Great Opportunity by Kevin Muir.

5. Income Stagnation Is a Progressive Myth by Dr. Ed Yardeni.

6. Amedisys - The Most Vulnerable Name in Healthcare. What Gets Them First Medicare Advantage or the Department of Justice? by Citron Research.

7. The Threat of Intervention by Vyacheslav Fos and Charles M. Kahn.

8. Technical Resolution by Trey Reik.

9. The Fed and Evolving QT by MI2.

10. The Essential Guide to Chart Patterns by Rayner Teo.

11. Chasing Unicorns: IPOs to Watch in 2019 by Michael Johnston.

12. Data, Fed Updates by Tim Duy.

13. Turbocharging India’s Digital Economy by Alok Kshirsagar and Anu Madgavkar.

14. Japan Market Views by Shannon McConaghy.

15. A New VIX Indicator (That’s Really Not All That New) by Tom McClellan.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. US Dollar Breaks Out, US Economic Strength, the Fed, Oil, and EM by Greg McKenna.

2. One Group Will Be Spectacularly Wrong by Kevin Muir.

3. The ‘Dollar Liquidity Shortage’ Story Is Back by TheRealHeisenberg.

4. Complicated Housing & Fed Preparation by MI2.

5. Likes/Dislikes by David Hay.

6. Panicked by the Yield Curve Inversion? Time to Load Up on This Sector by Robert Ross.

7. Lofty RASI Says Uptrend Is Not Done Yet by Tom McClellan.

8. S&P 500 Run, Forrest, Run! by Dr. Ed Yardeni.

9. Some Thoughts On New Policy Strategies by Tim Duy.

10. Macro and Credit - From Dysphoria to Euphoria and Back by Martin T.

11. Europe Needs a Global Strategy by Joschka Fischer.

12. Dollar Perking Up by Ian McMillan.

13. GDP: Deja Vu by Jeffrey P. Snider.

14. Is it Springtime in Housing? by R. Christopher Whalen.

15. How I Learned to Love the Debt by John Mauldin.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Paper Tiger by Trey Reik.

2. Quantitative Tightening & Auto Sales by MI2.

3. Strategic Trading As a Response to Short Sellers by Marco Di Maggio, Francesco A. Franzoni, Massimo Massa, and Roberto Tubaldi.

4. You Are Here by John P. Hussman, Ph.D.

5. The Yield Curve Flattens: It Might Be Different This Time by Ed Yardeni and Melissa Tagg.

6. Bubble 3.0: Can An Acronym Save The World? (Part II) by David Hay.

7. On Stocks, Rusted On Bears, Bonds, And Forex by Greg McKenna.

8. Why All The Pessimism? by Ian McMillan.

9. 2-Year Yield and Fed Funds Finally in Balance by Tom McClellan.

10. The Brexit Impossibility Triangle by Emily Jones and Calum Miller.

11. Reflexivity Here in The Yield Curve & Everywhere by Seth Levine.

12. Japanified World Ahead by John Mauldin.

13. Data Dependent: Full Week Ahead Preview by TheRealHeisenberg.

14. The Long Running Circus of Uncertainty Circles Back by Jeffrey P. Snider.

15. Investing in Blank Checks featuring John Jannarone by Real Vision.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Growing the Pie by Howard Marks.

2. The Changing Nature of Market Liquidity - Understanding Banks’ Corporate Bond Inventory by Richard Woolnough.

3. Bubble 3.0: Can An Acronym Save The World? by David Hay.

4. Macro and Credit - Easy Come, Easy Go by Martin T.

5. The 200 Day Moving Average Strategy Guide by Rayner Teo.

6. Gold ‘In A Renaissance’ After Fed Makes Rate Policy U-Turn by Ronald Stoferle.

7. VIX Futures Open Interest by Tom McClellan.

8. Manufacturing Changes by MI2.

9. Monthly Macro Chart Review: April 2019 by Joseph Y. Calhoun.

10. Capitalism Gone Wild by John Mauldin.

11. The EU’s China Conundrum by Philippe Legrain.

12. Seeking Strength In Safe Haven Staples by Steve Strazza.

13. This Most Hated Risk Rally Continues As President Trump Calls For QE by Greg McKenna.

14. Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables by TheRealHeisenberg.

15. ‘Bond Trading’ Exodus, The Global Economy’s Q4 Landmine by Jeffrey P. Snider.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Wisdom From Carl The Janitor by Kevin Muir.

2. Bond CEF A-D Line Showing Big Strength by Tom McClellan.

3. Recession Signs Everywhere by John Mauldin.

4. Central Bankers - Keeping The Wheels On The Bus by TIm Taschler, CMT.

5. China (Partly) Answers For Why Markets Are Forecasting Even More Powell Rate Cuts by Jeffrey P. Snider.

6. Corporate Spinoff Monthly Roundup - March 2019 by Spin Doctor.

7. Housing Push-Pull by MI2.

8. Was the Stock Market Boom Predictable? by Robert J. Shiller.

9. Economic Data Weakens, Market Soar. Are We Repeating 2008? by Daniel Lacalle.

10. A Historical Look At Yield Curve Inversions And Equities by Ian McMillan.

11. What If Zero Interest Rates Are The New Normal? by Adair Turner.

12. Borderline: Full Week Ahead Preview by TheRealHeisenberg.

13. Stocks End A Stonking Quarter On A High, The Data This Week Is Going To Be Huge by Greg McKenna.

14. The Bond Bull Market by Lance Roberts.

15. Trading Oil And Platinum At Extremes featuring Rick Bensignor by Real Vision.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Freaking Out Over Inverted Yield Curve by Dr. Ed Yardeni.

2. Despite Brexit, Sterling Credit Holds Up With A Surprise Front Runner by Oliver Carter.

3. ‘The Frogs Were Boiled’, So What’s Next? by TheRealHeisenberg.

4. The Real End of The Bond Market by Jeffrey P. Snider.

5. What to Make of The Yield Curve by Patrick Dunuwila.

6. Bond Rally and Data Flow Spook Traders and Investors by Greg McKenna.

7. The S&P 500: Things Don’t Look Quite Right featuring Michael Gayed by Real Vision.

8. The Keys of Predictability: A Comprehensive Study by Giovanni Barone-Adesi, Antonietta Mira, and Matteo M. Pisati.

9. Stick The Landing by Eric Cinnamond.

10. A Rare Divergence: Economic Date Vs. Financial Markets - Where Do We Go Next? by Jeff Dicks.

11. How Lumber Lost Its Mojo as Economic Indicator by Tom McClellan.

12. A Tale of Two Inflations by MI2.

13. No Free Lunch, Part 2 by John Mauldin.

14. Understanding the Fed’s Dovish Turn by Nouriel Roubini.

15. Macro and Credit - Inflationism by Martin T.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Spinoff Odds & Ends: Naspers, Alcon, GE Wabtec by Spin Doctor.

2. No Free Lunch: Valuation Determines Return by John Mauldin.

3. Japanese Conditions - Low Inflation Is Going To Stay For Some Time! by Stefan Markus Kremeth.

4. Gender, Learning, and Overconfidence: Why Females Create More Accurate Earnings Estimates by Vineet Bhagwat, Sara E. Shirley, and Jeffrey R. Stark.

5. Superlative Labor & Missing Inflation by MI2 Partners.

6. The Real Secret About Why Corporate Mergers Fail by Vitaliy Katsenelson.

7. Rudi Fronk - Seabridge Gold - Leverage Play To Rising Gold Prices by Remy Blaire.

8. Price = Sentiment by Tom McClellan.

9. Keynes Is Dead; This Is The Long Run by Charles Gave.

10. Stocks Break Higher, What’s With That? US Dollar Slips by Greg McKenna.

11. Could ‘Green Bunds’ Be A Cure For Europe’s Economic Malaise? by Wolfgang Bauer.

12. Macro and Credit - The Queen of Spades by Martin T.

13. Playing The Global Growth Slowdown With FX featuring Amelia Bourdeau by Real Vision.

14. The Fed Should Buy Recession Insurance by J. Bradford Delong.

15. Disconnecting the Fed’s Dots by Dr. Ed Yardeni and Melissa Tagg.

    Bonus: The Bull Trap Trading Strategy Guide by Rayner Teo.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Research Roundup: Inflation & The Fed by MI2 Partners.

2. If This Isn’t Stock Manipulation, I Don’t Know What Is by Jesse Felder.

3. Rainbow Convergence: Some Charting Magic by Tom McClellan.

4. The Corporate Debt Bubble Is Strikingly Similar to The Subprime Mortgage Bubble by Robert Ross.

5. The NO BS Guide to Technical Analysis by Rayner Teo.

6. Bonds: Doing the Unexpected by Dr. Ed Yardeni.

7. Other People’s Money by Mikael Syding.

8. Semiconductors, KOSPI Index and Suppressed Volatility by Russell Clark.

9. Capitalism Without Competition by John Mauldin.

10. Global Factor Premiums by Guido Baltussen, Laurens Swinkels, and Pim Van Vliet.

11. Using Comparative Inventory to Bet Against the Oil Market by Art Berman.

12. A Mixed Economic Bag in 2019 by Nouriel Roubini.

13. LIBOR Was Expected To Drop. It Dropped. What Might This Mean? by Jeffrey P. Snider.

14. Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges by TheRealHeisenberg.

15. Bull Market Complacency Is Back by Doug Kass.

The Weekly Freesource

Here are the 15 best investing and trading resources we found this week. Just click the links and enjoy!

1. Cause and Effect by MI2 Partners.

2. Everything You Wanted to Know About MMT (But Were Afraid to Ask) by Kevin Muir.

3. Corporate Spinoff Monthly Roundup - January 2019 by Spin Doctor.

4. State Of The Union: The Art Of No Deal by Remy Blaire.

5. Political Reality Meets Economic Reality by Howard Marks.

6. Quarterly Webinar EVA with David Hay.

7. What Should We Then Expect (From Investing)? by John Mauldin.

8. As Goes January…? Really? by Tom McClellan.

9. Stocks: Something for Worriers by Dr. Ed Yardeni.

10. December 2018 Commentary by DoubleLine Capital LP.

11. Turtles All The Way Down by John P. Hussman, Ph.D.

12. 2016 All Over Again? by Elena Moya.

13. Currency Returns in Different Time Zones by Zhengyang Jiang.

14. Macro and Credit - The Zeigarnik Effect by Macronomics.

15. Fear or Reflation Gold? by Jeffrey P. Snider.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. Housing and Millennials by MI2 Partners.

2. Best Way to Short China? by Kevin Muir.

3. Spinoff Odds and Ends: M&A Edition-Gannett, The Best DIgital FIrst Can Get? by Spin Doctor.

4. Why Blaming ‘Algos’ For The Decline Is Really Just An ‘Inverted Stock Tip’ by Jesse Felder.

5. Business Confidence Is Starting to Crack by Patrick Watson.

6. Why You’ll Regret Not Investing in Dividend-Paying Stocks by Robert Ross.

7. How Should We Then Invest? by John Mauldin.

8. Junk Bond Strength is Bullish For Stocks by Tom McClellan.

9. This Century’s Suez Crisis by Louis-Vincent Gave.

10. The Complete Guide to MACD Indicator by Rayner Teo.

11. The Shift from Active to Passive Investing: Potential Risks to Financial Stability? by Kenechukwu Anadu, Mathias Kruttli, Patrick McCabe, Emilio Osambela, and Chae Hee Shin.

12. $TWTR Will be A-Ok Because of AOC by Citron Research.

13. Catalyst for Gold Locked and Loaded? by Trey Reik.

14. Incrementum Inflation Signal Update: Reversal To “Rising Inflation” by Mark J. Valek and Ronald-Peter Stoeferle.

15. Hussman Market Comment January 2019 by John P. Hussman, Ph.D.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. AAPL Still Following Its Quarterly Pattern by Tom McClellan.

2. How Video Games Make Hundreds of Millions of Dollars Per Month in Microtransactions by Marin Katusa.

3. Fed Themes & The Consumer by MI2 Partners.

4. The Platinum Opportunity - Part 2 by Shree Kargutkar.

5. Here’s What Really Happens to Gold When Interest Rates Rise by Robert Ross.

6. Quarterly Webinar with David Hay.

7. Trading as a Business - The Essential Guide by Rayner Teo.

8. The Role of Bitcoin in Well Diversified Portfolios: A Comparative Global Study by Anton Kajtazi and Andrea Moro.

9. Economic Brake Lights by John Mauldin.

10. Fed’s R-Star is a Black Hole by Dr. Ed Yardeni.

11. Wayfair Has Become a Case Study in Diseconomies of Scale by Citron Research.

12. The Heart of the Matter by John P. Hussman, Ph.D.

13. October Pest by Elena Moya.

14. Macro and Credit - Explosive Cyclogenesis by Macronomics.

15. The Nothing of US Trade by Jeffrey P. Snider.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. The Start of The Loonie Bull Run? by Kevin Muir.

2. Fed Inflation Reassurance by MI2 Partners.

3. Chartbook “In Gold We Trust 2018” by Ronald-Peter Stoeferle and Mark J. Valek.

4. The Trade Deficit Isn’t The Boogeyman by John Mauldin.

5. BANG: The Ultimate Anti-Passive Investment by Jesse Felder.

6. Incrementum Crypto Research Report - October Edition by Demelza Kelso Hays and Mark J. Valek.

7. A-D Line Diverging by Tom McClellan.

8. An Intelligent Dilemma by Michael Johnston.

9. The “V” or the “L” by Eric Cinnamond.

10. The Complete Guide to Doji Candlestick Pattern by Rayner Teo.

11. China’s Syndromes by Dr. Ed Yardeni.

12. The Music Fades Out by John P. Hussman, Ph.D.

13. China’s Nineties Fears, Not Just Japan by Jeffrey P. Snider.

14. Macro and Credit - The Armstrong Limit by Macronomics.

15. US Long Rates: Is The Giant Anaconda About to Turn? by Richard Woolnough.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. A Historic Divergence in Stock Market Breadth by Jesse Felder.

2. The End of The Incessant U.S. Bid? by Kevin Muir.

3. A Note of Caution - General Equity Market by Tekoa Da Silva.

4. Housing Constriction by MI2 Partners.

5. The Gold/Oktoberfest - Beer Ratio Revisited by Incrementum AG.

6. Semper Gumby by Jared Dillian.

7. Gold Now Bound to The Yuan by Tom McClellan.

8. Sprott Gold Report: Physical Matters by Trey Reik.

9. The Right Price: Are Pretium Resources and Detour Gold for Sale? by Marin Katusa.

10. Bubble 3.0: The Biggest Bubble Inside The Biggest Bubble Ever by David Hay.

11. China for The Trade Win? by John Mauldin.

12. Corruption, Government Subsidies, and Innovation: Evidence from China by Lily H. Fang, Josh Lerner, Chaopeng Wu, and Qi Zhang.

13. Tick Tock Where Does The 2-Year Stop? by Eric Cinnamond.

14. Cup and Handle Pattern Trading Strategy Guide by Rayner Teo.

15. US & UK Inflation: Goldilocks and The Bear? by Ben Lord.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. The Monster Eurodollar Option Trade by Kevin Muir.

2. Why Bitcoin is Technically an Inflationary Currency - Even Though its Purchasing Power is Increasing by Demelza Hays.

3. SBOI Records and Tax Cuts by MI2 Partners.

4. The Oil Market’s Massive Repricing by David Hay.

5. The Horror of Passive Income by Jared Dillian.

6. What Happened to the Eurodollar COT Model? by Tom McClellan.

7. Avoid the Con Artists. Here’s the Critical Demand Secret in the Copper Market by Marin Katusa.

8. Chinese Growth Spurt by John Mauldin.

9. Ten Years After the Financial Crisis: A Conversation with Timothy Geithner by Andrew Metrick.

10. How to Use Trailing Stop Loss (5 Powerful Techniques That Work) by Rayner Teo.

11. Namaste: A Party Not to Sell Your Shares?? by Citron Research.

12. 2008-2018: Don’t Look Back in Anger by Elena Moya.

13. Macro and Credit - The Money Illusion by Macronomics.

14. Keep an Eye on MOMO by Ivaylo Ivanov.

15. Further Diverging Productions by Jeffrey P. Snider.

The Weekly Freesource

Here are the 15 best investing and trading articles we found this week. Just click the links and enjoy!

1. Labor Share and Inequality by MI2 Partners.

2. Things Fall Apart (Part 2) by W. Ben Hunt.

3. DJIA/Gold Ratio by Tom McClellan.

4. Deutsche Bank Bottom by Kevin Muir.

5. Real Estate Realities by Michael Johnston.

6. China's Command Innovation by John Mauldin.

7. Would You Rather with Warren Buffett by Eric Cinnamond.

8. What if...? by Dr. Ed Yardeni.

9. Eternal Sunshine of the Spotless Mind by John P. Hussman, Ph.D.

10. EMs: How Many One-offs to Call it a Crisis? by Elena Moya.

11. Macro and Credit - The Korsakoff Syndrome by Macronomics.

12. Momentum Stocks Are Great Leading Indicators by Ivaylo Ivanov.

13. The Current State of Quantitative Equity Investing by Ying Becker and Marc R. Reinganum.

14. Switzerland Facing Effects of Consumer Debt Binge by Variant Perception.

15. It's A Dollar-based Boom Shortage More Than Anything by Jeffrey P. Snider.