The materials and oil markets have continued to support the TSX over the last week and recent news of retail sales in Canada rising for two consecutive months along with inflation falling (largely due to gas prices) to the lower end of Bank of Canada targets should help add a bit of optimism to Canadian markets. There was also a bit of excitment in the markets this week with Concordia shares surging on rumours that they are in takeover talks, the executive team at Alimentation Couche-Tard locked horns with Bay Street over ownership issues and it looks like the possibility of financial aid to Bombardier from the federal government is essentially off the table. Otherwise, here are five stories we thought were worth reading this week.

1. Is mean reversion another reason to highlight the importance of diversification? 
2. The Shiller CAPE ratio (and all ratios) need to be viewed with context.
3. OPEC faces a game theory dilemna.
4. Does career risk stifle research?
5. A look at valuations across market-cap.

ICYMI, we were talking about dual-class shares over at Globe Investor the other day.