Weekend Reads for Investors: Equinox Edition

The equinox is super interesting to me. Twice per year, everyone everywhere on the face of the planet experiences exactly the same amount of sunlight and axis tilt relative to the ecliptic. Ecosystems in balance also are demonstrated to be richer and more robust. Of course, in finance, does anyone disagree with the logic of diversification? I see these phenomena, among many other signs, as nature’s way of communicating to us the need for balance in all things. Investing Of course the big story — as in the very big story, the continuing story — is the willingness of central bankers globally to underwrite an equity market put option. Consequent to recent moves by the European Central Bank (ECB), global equity markets have taken off. That, coupled with the seeming connection…


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