What I'm reading this morning:
- Gary Shilling to stock market investors: Welcome to my reality (Bloomberg View)
- I would say it's premature to call Yahoo's Tumblr deal a "flop", but Fortune already is. (Fortune)
- Google getting into finance, backing Credit Karma - an "Expedia for financial services products" (VC Dispatch)
- Excellent profile of Daniel Ivascyn, the new Pimco captain (Wall Street Journal)
- Which of the "Guru" ETFs should you buy (if any)? (ETF)
- God, I love this post from Cullen: "We Are All Charlatans!" (Pragmatic Capitalism)
- Jeremy Olshan, Archbishop Editor of MarketWatch, is a buddy of mine, but we disagree on the whole Pictures of Sad Traders thing - I like 'em. (MarketWatch)
- Before you race away from active bond management into an ETF, consider these potential problems (Aleph Blog)
- There are two risk premiums in the bond market - term and credit. Only one really pays us for our risk, though. (ETF.com)
- Middle class Indians, in India, are really excited about US homes as investment properties (New York Times)
- Congrats to Bill Ackman and Pershing Square on their initial public offering (DealBook)
- We launched an automated advisory service for young investors who are just getting started (I'll tell you more soon) (WealthManagement)
