Hot Links: You Missed a Trillion

Stuff I’m Reading this Morning…

“The Securities and Exchange Commission is preparing new rules to boost oversight of mutual funds, hedge funds and other firms as part of an effort to gain insight into whether the $50 trillion asset-management industry poses risks to the financial system”  (WSJ)

S&P 500 Beating World Most Since 1969 Doesn’t Spark Flows  (Bloomberg)

Alibaba’s US IPO roadshow kicks off this morning at the Waldorf in Manhattan – here’s what large investors want to know:  (Bloomberg)

Start the week off right – Andy Thrasher’s technical rundown will get you oriented.  (AThrasher)

How is the Scotland independence push affecting markets this morning?  (MoneyBeat)

Krugman’s advice to Scotland before it moves too quickly:  (BusinessInsider)

Bull markets are just as difficult as bear markets – especially if you have no plan.  (WealthOfCommonSense)

Sir Larry Swedroe: Your plan is a joke without discipline.  (ETF)

You Missed $1 Trillion Return Agreeing With Fed Naysayers  (Bloomberg)

Morgan Stanley: The more out of sync the global economic regimes are, the longer the cycle could be extended. Isn’t it ironic? Don’t you think?  (BusinessInsider)

Neil Irwin’s guided tour of how the American family is actually doing these days – great piece:  (Upshot)

Rosie: the focus on income inequality and on the top 1 percent is distracting everyone from actual improvements in the economy.  (BloombergView)

Apple’s iPhone is too expensive in China, which is why it’s been a flop so far.  (MarketWatch)

Only 6% of doctors are happy with their jobs. Have they considered the Janitorial Arts?  (Vox)

On Obama’s commitment to fighting terror: “Think of a ham-and-egg breakfast. The pig makes a much bigger commitment than the chicken.”  (NYP)

The biggest risk investors face is not volatility, but how they react to it.  (WealthOfCommonSense)

Simon Lack: What kind of financial “advisor” sells his clients non-traded REITs?  (SLAdvisors)

ICYMI: Crowdsourced Terror, Hyper-Competition and the Acceleration of Acceleration.  (TRB)

15 advisers you need to follow on Twitter.  (InvestmentNews)

This is so cool: A Dozen Things I’ve Learned From Josh Brown  (25iq)


The new book – Clash of the Financial Pundits – now on sale!

 

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