My morning train reads (continues here):
• Crisis stalks Europe again as deflation deepens, Germany stalls (Telegraph) but see Time to Buy Europe (Dragonfly Capital)
• The Power of Shareholder Yield (Yahoo Finance)
• Finding Smart Beta in the Factor Zoo (Research Affiliates) see also Weeding Out False Factors for Smarter Beta (Chief Investment Officer)
• A Big List of Alternative Investment Folks on Twitter (Attain Capital)
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