Somet things I’m reading this morning:

  • How does Ray Dalio create an ‘All-Weather’ portfolio?  Here’s a template (CSSA)
  • Debunking the 100% recession chart (AdashOfInsight)
  • Mortgage REIT woes (24/7wallStreet)
  • What the outcome of the election might mean for your portfolio (MerrillLynch)
  • Mark Faber: Obama is a disaster, the markets should have fallen 50% (BusinessInsider)
  • Tail risks lurk in the shadows. Fiscal cliff is out in the open (SoberLook)
  • With an Obama victory, Wall Street pivots to Plan B (Dealbook)
  • Chris Matthews on Obama win: ‘I’m so glad we had that storm’ (FoxNews)
  • Was Diane Sawyer drunk during election coverage? (NYmag)
  • Penn State must stop enabling insanity (CBSchicago)