John Hussman discusses mean reversion: globaleconomicanalysis.blogspot.com/2014/05/wine-country-conference-ii-videos.html
Toll Brothers: Why All the Debt? http://investmentresearchdynamics.com/if-toll-brothers-earnings-are-so-strong-why-all-the-debt/
Stock Prop
whats-propping-up-the-market-behold-the-corporate-stock-buyback-ponzi-and-nearly-all-borrowed