Hot Links: Boom Bust

Stuff I’m Reading this Morning…

Today’s must-read – the WSJ’s interview with Robert Shiller on bubbles, investing, etc.  (WSJ)

Why This Pullback Is Better (and Worse) Than It Seems (SeeItMarket)

JC on risk management.  (AllStarCharts)

I’ll let you in on a little secret: there’s no such thing as value.”  (CrossingWallStreet)

Everything you need to know about the state of tech stocks.  (Morningstar)

Tiger Global and other hedge funds now invading the Valley for startups.  (Reuters)

Awesome animated boom/bust map of America.  (TBP)

Tim Cook tweets a shoutout to Satya Nadella and Microsoft’s new iPad-ready app.  (ValueWalk)

“The IRS has spoken:  Bitcoins are property, not currency.”  (CreditSlips)

Obama is more fiscally conservative than Reagan was. LOL  (BusinessInsider)

Back in the day, Apple and Google ran a much tighter talent recruiting cartel.  (Pando)

Jessica Pare looking crazy-hot in Esquire Magazine this month.  (Esquire)

My book, Backstage Wall Street, available at Amazon