Top Reads of 2014

In the spirit of the year end lists, below are my favorite reads from 2014.  Pour yourself another glass of eggnog as this is a lot of material…

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Predicting Stock Market Returns – Star Capital

The Final Bubble Frontier – Deutsche Bank

Agony and Ecstasy – Chase

Capital Allocation, GIRY 2014 and Cash to Shareholders– Credit Suisse

Trendfollowing through the Rates Cycle – PIMCO

and one resource, Research Affiliates new portal

Anything I missed?