What I'm reading this morning:
Stuff I’m Reading this Morning…
David doesn’t like it when we oversimplify the dividends versus buybacks question, here’s why: (AlephBlog)
Chill out and let the right trades come to you, holmes. (bclund)
Baruch: Trust me, you really don’t want to build iPhones. (UltimiBarbarorum)
Ivanhoff’s Apple valuation breakdown is a revelation and required reading ahead of tonight’s earnings call. (IvanhoffCapital)
Like fracking? You’ll LOVE super-fracking. (BusinessWeek)
Dougie: “my calculation of a new fair market value for the S&P 500 of 1345 (up 20 points from my previous value)” (TheStreet)
Michael Dawson spits hot fiyah: “It’s simply not acceptable for Google to give Android away for free.” (TrendRida)
So Bravo is launching a new Jersey Shore-ish thing called The Shahs of Sunset about Persian spoiled brats in California. I know. (Deadline)
On the decision to make brokers accountable for their “advice” – investors lose round one. (WSJ)
Don’t miss my daily linkfest for financial advisors this morning! (WSJFA)
