What I'm reading this morning:
Stuff I’m Reading this Morning…
Markets are all f***ed up this morning thanks to European economic data and more Russian bullsh*t. Stay in bed. (BusinessInsider)
Italy somehow manages to fall into a triple-dip recession. That’s pretty outstanding work, Guiseppe. Bravo. (ZeroHedge)
India’s top central banker is worried about a crash. (RealTimeEcon)
The good news from India is a major market / economic reform that could serve as a big catalyst. (Bloomberg)
M&A’s “Dark Day” – $100 billion in deals collapse in one 24 hour period! (FT) and (DealBook)
You’re All Morons – Le Fly. (iBankCoin)
Morgan Housel: Fear is killing your future. (MotleyFool)
Michael Kitces: The Shiller CAPE may be of little use for market-timing, but it could certainly help with financial planning. (NerdsEyeView)
Bridgewater alum starts a “no-fee” hedge fund. We’ll see if alternative strategies do better absent the 20%-of-profit costs. (Bloomberg)
Do investors have any idea what they’re getting themselves into with frontier markets? (WSJ)
China’s internet sector is already huge, but it’s about to get gargantuan (Quartz)
Six ETFs to play China and how they’re different from each other. (ETF)
What architects don’t get about Steve Jobs’ spaceship (Fortune)
Sequoia has been beating its benchmark with stockpicking by 4% annually over 44 years. Here are their secrets: (AssetBuilder)
Don’t feel bad, European stockpickers can’t beat their benchmarks either. (Indexology)
Some really killer periodic tables of returns for investors to peruse. (NovelInvestor)
Conor Sen: This is what the hedge fund industry will look like a few years from now. (CSEN)
Russian gang somehow amasses over a billion stolen internet passwords. Sweet dreams. (NYT)
A lament about neoliberalism – or why market-driven society may be driving us all crazy. (Guardian)
Your boy made the Wall Street Journal today – the Life & Style page, LOL (WSJ)
The new book – Clash of the Financial Pundits – now on sale!
