What I'm reading this morning:
- Mike Harris sees an end-of-year reallocation panic happening - with terrible timing from a wise investing standpoint (Price Action Lab)
- The truth about the various "inflation hedges" and how they've done (ETF.com)
- The Fed should calm down with their dot plot because its not fooling anyone anyway (Conor Sen)
- John Murphy: A debate is going on within the technical community re: the Russell 2000 "head and shoulders top” (ChartWatchers)
- Andy Thrasher does a deep-dive on the head-and-shoulders pattern thing, this is so good (AThrasher)
- ex-China, the risk of an EM debt crisis is real and growing (Institutional Investor)
- Morgan Stanley: Reasons to remain upbeat on the global economy (Business Insider)
- Even Euro Disney can't cope with the economy there (DealBook)
- Legendary Fidelity stockpickers profiled in Barron's - they're good, but does anyone care? (Barron's)
- Barry's column this weekend about finding and holding the big winners was outstanding (Washington Post)
- Tren Griffin's Dozen Things series take a look at the wisdom of Jeff Gundlach (25iq)
- Jeff Gundlach recounts his meeting with Bill Gross (Reuters)
- The new Bloomberg Politics kicks down the door with a story on Jeb Bush (Bloomberg Politics)
- Hewlett-Packard will be splitting into two separate, public companies: Gray Boxes and Beige Rectangles (Business Insider)
- LOL, S&P 500 companies are going to spend 95% of all profits on buybacks this year (Bloomberg)
- Pam Anderson won't go away quietly, that's for sure. (Daily Mail)
