I would be remiss if i did not point you to two outstanding, smart, thought provoking works in the Think Tank today:

First up, bull market skeptic and Gluskin Sheff economist David Rosenberg gives us DIRTY DOZEN: Things That Could Upset the Apple Cart. I sometimes disagree with Rosie, but I always respect his intellectual acumen and methodology.

Second, savvy quant and all around sharp cookie Clifford Asness has a very provocative post, titled Keep the Casinos Open. Cliff has amassed an outstanding track record, and is extremely knowledgeable about the mechanics of markets. I always read his work closely, whether I agree with it or not.

Category: Markets, Psychology, Quantitative, Trading

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

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