What to Read - Links

The first link is to a blog post by David Merkel.  I was going to do my own post on market cycles, but since Mr. Merkel already did a good concise one I will just share the link instead.

http://alephblog.com/2013/07/20/the-rules-part-xlv/


This second article is by Morningstar and provides more ammunition for my Contrarian Manager strategy which I posted about earlier.
http://news.morningstar.com/articlenet/article.aspx?id=603031


This last post is also about contrarian investing and where to look for potential ideas.
http://goinfront.com/blog/article/the_everyone_hates_it_portfolio


Enjoy