Just a bit of what I am trying to get through today in case you’re not interested in wading through it all yourself:

• THE MERCANTILIST THREAT TO GLOBAL REBALANCING

• The ABC’s of Hedge Funds: Alphas, Betas and Costs

• Defending the All Weather Portfolio

• The Narrative fails

• A Dozen Things I’ve Learned About Investing from Daniel Kahneman

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