by the way…

In case you missed it:

Great list of elemental investing books from Tadas.  (AbnormalReturns)

A really simple to use dividend screen for stock pickers.  (CrossingWallStreet)

Most bullish data point of the month: Fidelity Investments now has more money under management in bonds and cash than it does in stocks! Amazing!  (Reuters)

We're trying to find an assistant for our practice in New York City.  (TRB)

I'll be live-blogging portions of the Value Investing Congress next Monday and Tuesday, check out this agenda:  (VIC)

I'm on CNBC's Fast Money tonight at 5pm, tune in!

 

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