Top Trading Links: Playing With Market Kryptonite

At some point, unless you’re running a quantitative system, you have to make skill count for something.

 

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Thoughts on forecasting via the good judgement project:

“Forecasters who updated their beliefs more often, and in smaller increments, tended to be more accurate than those who made fewer, or larger updates.”

 

Do you have Planck knowledge or chauffeur knowledge? Find out for yourself over at @farnamstreet

 

RESEARCH

The global economy is at a long term inflection point. Trade Agreements like the Trans Pacific Partnership will be key in setting the flow of trade and policy in the years to come. @McKinsey has two great recent reports out. Global Corporate profits are sky high and may actually shrink in the coming years. They also look at some economic scenarios in the global economy over the next decade.

@DDCapitalFund shares thoughts on the very important long term global macro view. Economic policy reform is needed across the emerging markets, but governments across the world are mostly focused on economic warfare. This is a huge problem in the long term.

With S&P 500 Q2 earnings now 99% complete, check out @factset’s latest earnings insight report. I highlighted what stands out earlier this week.

@TheEconomist released it’s latest insights on many emerging technologies in their Technology Quarterly series.

Gartner recently updated their emerging technologies hype cycle. Who’s ready to study up on Smart Dust and Bioacoustic? Sensing?

bioacoustic sensing emerging technology

Apple is making a huge push in machine learning AKA artificial intelligence via @businessinsider

The NFL is booming with tech. Here’s a look at how it’s changing the game via @NewYorker

 

Quotable via Howard Marks:

“Don’t sell because the market is going down, rather sell if it’s a bad investment,”

 

Funny Tweet of the week via @Wu_Tang_Finance

 

Thanks for reading!

Be sure to check out our Top Trading Links archives for a goldmine of investing research and trading education.

 

Twitter:  @ATMcharts

Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.