As investors head into the dog days of summer, they are consuming a swath of corporate earnings.
With summer upon us and the S&P 500 Index (INDEXSP:.INX) at all-time highs, are traders getting lulled to sleep? Or is it the other way around: Never short a dull market?
No doubt there is plenty of noise to contend with. But earnings have been coming in at a pretty good clip and perhaps its a better backdrop for stock picking (or focused trading/investing).
We have a lot of great research and insightful articles this week. Without further adieu, here is “Top Trading Links”.
MARKET INSIGHTS
Fund Managers Current Asset Allocation – Urban Carmel
The global debt crisis – Chris Ciovacco
A look at the Nikkei 225 into next week’s BoJ meeting – Jason Leach
Investors have been pouring money into major emerging market bond funds – Daily Wealth
Did the S&P 500 just enter a new bull market? – LPL Research
Is a low VIX sending a warning? – Paban Raj Pandey
The most important element to trading – Steve Burns
Smart Money is positioning for a rotation into financials – Joe Kunkle
Higher oil prices trigger supply increase – Shane Obata
NEWS & RESEARCH
Beware of 13F Institutional Ownership data – Wesley Gray
Three steps to get up to speed on any subject quickly – Nir & Far
Three Insightful Concepts from ‘The One Thing’ – Ivaylo Ivanov
How to be productive – Barking up the Wrong Tree
Podcast: How to be less terrible at predicting the future – Freakonomics
The four tools of discipline – Farnham Street
Be sure to check back next weekend for another edition of Top Trading Links. Thanks for reading!
Twitter: @ATMcharts
Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.
