"Everyone has a plan 'till they get punched in the mouth" - Mike Tyson

January 02, 2016

Good Reads

As many of you may know, for the past year I've written 'Top Trading Links' for See It Market. Unfortunately, things change and the linkfest will be housed here for the foreseeable future.  

Changes are coming to make this weekly post even better. I'd appreciate it if you let me know what you think about these linkfests on twitter or stocktwits @ATMcharts.

Now on to the Good Reads!

2015 was an odd year, as it was a year that nothing worked - @PensionPulse


@RyanDetrick explains how this was one of the worst years for diversified investors in recent memory.
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Howard Marks was interviewed by Finanz und Wirtschaft


“Investors are not doing what they want to do. They’re doing what they have to do. They are like “handcuff volunteers”. Today, if you want to make a decent return you have to take risks.”


China’s Hang Seng Index is at a critical juncture - @KimbleCharting


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Dividend cuts are coming at a pace that suggests economic contraction via Political Calculations


10 Economic Questions for 2016 via @CalculatedRisk




A dozen things @trengriffin learned from Michael Milken about finance






@psacosta notes flat market years have generally been followed by significant gains.


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Trading Insights:


Experienced traders can relate to @AnneMarieTrades discussion of the turning point of her trading career:






“The core problem, however, is the need to fit markets into a style of trading rather than finding ways to trade that fit with market behavior.”




News, Stats and Ideas:



Passive funds are increasingly popular these days @business - This is a major shift for industry. Of course flows to passive management kept rising in 2015 even though elite active managers won the year and we saw a massive volatility shock in August. The catalysts that might end this trend are a cyclical bear market in equities, or a new bear market in treasuries. We'll see if they comes in 2016.


Global M&A surpassed 5 trillion dollars in 2015 via @Dealogic and @businessinsider






Thanks for reading!  Happy New Year

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All ideas shown on this blog represent the authors opinion based on the data available.