Info!! Thoughts Too Ideas Going Into A Novel Week

*  Interest charge per unit of measurement volatility has non been friendly to the stock marketplace position over the final few years.  Since 2012, when 20-day realized volatility inward TLT has been inward its highest quartile, the adjacent xx days inward SPY arrive at got averaged a gain of +.35%.  That contrasts amongst an average 20-day gain of +1.35% for the residual of the sample.  Influenza A virus subtype H5N1 weaker dollar, rising gilded prices, a steepening of the yield curve, disappointing economical information releases:  are nosotros seeing outset concerns over stagflation?

*  We are all inward the trouble organisation of living; our success hinges on our self-management as well as leadership.

*  Ivanhoff Capital on the run of luck inward success.  I would country that success is the effect of putting yourself inward plenty promising situations where expert luck tin eventually come upwards your agency as well as staying out of plenty unpromising situations that yous tin avoid bad luck.  This is why belongings losers as well as selling winners apace is as well as hence damaging:  it minimizes the odds of expert luck as well as maximizes the odds of bad luck.   

*  Good book recommendations from Abnormal Returns.  I peculiarly similar Ratey's mass on practise as well as the brain.

*  On the theme of books, I was pleased to host a arts and crafts beer gathering of portfolio managers final calendar week amongst Maria Konnikova.  I volition live on posting on of import topics from her fantabulous mass Mastermind: How to Think Like Sherlock Holmes.  She also spoke nigh her upcoming book, The Confidence Game, which takes us within the heads of con artists as well as their victims.  Influenza A virus subtype H5N1 worthwhile related topic: how nosotros tin con ourselves.       

*  Concerns over demographics inward China as well as questions over its truthful increase rate;

*  The consensus for a Fed charge per unit of measurement hike has shifted from June to September.  Interesting that 70% of economists mean value the Fed volition facial expression besides long to heighten rates, non heighten them besides soon.  Is the ascension of rates on the long halt expressing that fear?

*  We're nearing a critical menses for Greece as well as the possibility of default on its debt; approximately worthwhile tweets from @MrTopStep.   

Have a groovy start to the week!
.