- Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff – WSJ
- The difficulty of being a bear in a bear market – KNect365
“…Making money when everyone else is losing is easier said than done.” – Michael Batnick
- Has Value Investing Gone Out of Style? – Wisdom Tree
- Junk Bond Strength is Bullish For Stocks – McClellan Financial Publications
- The Rules of the Bond Game, Trader Vic – The Epoch Times
- Venezuela bonds hit highest since 2017 on hopes for political change – CNBC
- Carry Traders Are Winning as Emerging-Market Volatility Tumbles – Bloomberg
- China builds up gold reserves in shift away from dollar – Nikkei Asian Review
- U.S. Oil Production Is 23 Years Ahead of Schedule – Bloomberg
- 5 questions with the woman who coined the term ‘gray rhino’ – MarketWatch
- Can multiple Grey Swans add up to a Black Swan? A brief look at Brexit, tariff wars & more – benefits_pro
Bonus
- The Insane Story of How an Early Quant Investor Went Rogue — Institutional Investor
- Alternative Data in Action: Web-Scraping – Greenwich Associates
- The state of artificial intelligence – MIT Tech Review
- ‘AI’ to hit hardest in U.S. heartland and among less-skilled: study – Reuters
- Max Weber’s enduring wisdom – Economist
- The Three Revolutions Economics Needs, Edmund Phelps – Project Syndicate
- The Fourth Founding: The United States and the Liberal Order — Foreign Affairs
- The risks of a second Brexit referendum must now be run, Martin Wolf – FT
- Why Europe could be the next trade war for Trump – Sydney Morning Herald
- A bankruptcy in the Philippines sparks concerns of Chinese firms taking over a former US naval base – CNBC
- Tom Brady is a football robot here to take all our playoff records – SB Nation