Perspectives From the Pros

Always happy to share credible ideas from worthy sources; these are on my current radar:

• Victor Niederhoffer puts a piece of common wisdom to the test and finds that homebuilding weakness is not necessarily bad for the stock market.
  
• Between the Hedges on the implications of Chinese funds entering U.S. markets.
• What comes after free trade? Deep integration of economic relations, including regulation, along the lines of worldwide aviation: Deutsche Bank Research.
• If housing has peaked, rates will come down: Bill Gross.
• Robert Schiller/Yale research: Institutions have grown more confident we'll avoid a crash; individuals are less confident.
• On the proliferation of automated trading and implications: CPP Trader.