2013 saw equity market volatility ebb. (Bespoke)

Markets

The case for reflationary assets. (Market Anthropology)

Wall Street?s best trades of 2013. (Quartz)

We are now in the historically best time of the year for the stock market. (Crossing Wall Street, Ryan Detrick)

There?s more to valuation than the Shiller CAPE ratio. (The Reformed Broker)

There is still plenty of room for global payout ratios to rise. (FT Alphaville)

Hedge funds are warming to the opportunity in CMBS. (NetNet)