Tanned and rested: I’m back from vacation and raring to go:
• Investors have been pouring money into European stock funds, pulling back on U.S. shares (WSJ) see also Worst Value Opportunity Set in 25 Years (Greenbackd)
• Housing Weakness: Temporary or Enduring? (Calculated Risk)
• The Perfectly Dangerous Thing Your Clients Want (Think Advisor) see also The Two Most Important Questions For Investors (Ciovacco Capital)
• Half of U.S. Farmland Being Eyed by Private Equity (Climateer Investing)
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