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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)

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