Saturday, February 14, 2015

Weekend Readings Out of the Comfort Zone

My latest post for Forbes illustrates how we can make ourselves better through psychology--not by writing in a journal or talking to a coach--but by organizing our lives as series of workouts.  It's a great example of fresh directions coming out of the new, positive psychology.

*  Here's an insightful lesson from Cliff Asness on how leverage can work for your trading.

Gems of insight from Ray Dalio; very relevant applications of his Principles

*  A better form of trend following and other worthwhile podcasts from Abnormal Returns.

*  It would be helpful to predict the day's trading volume from knowing the volume traded in the first minute.  Here's a fascinating way to accomplish that from MKTSTK.

*   Views on currency wars from Mohamed El-Erian.

Sector rotation:  commodity-related sectors have been up lately; rate sensitive issues down.

Have a great weekend!