Below are a few articles I am reading this weekend. The Graham Value portfolio will be updated tomorrow.
The War for Spain (pdf) – John Mauldin
Time to put the doomed Euro out of its misery – The Telegraph
ECRI Weekly Leading Indicator: The Growth Index Continues to Improve – Doug Short
Will U.S Avoid a Recession (Part 3) and Part 4 Here – Gary Shilling, Bloomberg (Part 2 and Part 1)
Biases That Cripple Smart Decision-Making – The Emotion Machine
James Bianco on Dividend Paying Stocks (courtesy The Big Picture)
9 Trillion Reasons Not to Be Selling Stocks Right Now – David Kotok
More on this topic
(What's this?)
Early Industry Leaders
(Samurai Trader, 5/13/13)
Finally, knowing your President!
(The Political and Financial Mark..., 5/15/13)
Business Travel Personality
(Michael James on Money, 5/14/13)