10 Tuesday AM Reads

Welcome back my friends to the linkfest that never ends: Its the first work day back since Summer ended, but we have you covered  (continues here):

• For stocks, September can be the cruelest month. (WSJ)
• Why is the Shiller CAPE so High? (Philosophical Economics)
• Size Matters (Barron’s)
• The strategic flight (TRB) see also A Global Passive Benchmark with ETFs and Factor Tilts (GesaltU)

Continues here


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