Happy Fed Week everybody! I’m not entirely sure if ‘happy’ is the right word there. It will be interesting to keep an eye on everything as the week goes on though that is for sure. My crystal ball is STILL in the shop, so we will just need to wait and see. (I really need to find a new crystal ball repairman)

Here’s what I’ve been reading this morning:

‘Evolution of the S&P 500 Composition’ – Josh Brown – The Reformed Broker

‘High Capital Gains, Low Expected Returns: A Frustrating Combination’ – Justin Sibears – Newfound Research

‘The Greatest Bubble of All-Time?’ – Ben Carlson – A Wealth Of Common Sense

‘The Worst Phrases That Stock Market Forecasters Love To Assert’ – David Fabian – FMD Capital Management

‘S&P 500 Gets Its First New Sector Since The Dot-Com Era’ – Corrie Driebusch – The Wall Street Journal

ENJOY!

tim

Tim’s Top Links – 9/19/16