What I'm reading this morning:
- Oh cool, Japan's back in recession. (Wall Street Journal)
- Stock futures off on Japan news, in need of a breather (Wall Street Journal)
- The idea that Japan needs to be focused on fiscal discipline right now is embarrassing. (Paul Krugman)
- Japanese stocks hit this major inflection point just as the data indicates recession - coincidence? (Kimble Charting)
- Is the dollar rally cracking? (MoneyBeat)
- A possible set-up for ex-US stock markets to outperform (Fat Pitch)
- India's one of the hottest equity trades on the planet (Ivanhoff)
- Ric Edelman: The future will include robo-advice, it won't BE robo-advice (ETF.com)
- Valuation from All Angles: S&P 500, Russell 2000, and the 10 GICS Sectors (Philosophical Economics)
- US consumers are out at the restaurants and bars in force (MarketWatch)
- Apple's upside crash (Dan Nathan)
- John Oliver is crushing it on HBO (Vulture)
- Paris Hilton and Amanda Bynes went at it in a night club this weekend (Page Six)
- Hong Kong's a big city - someone has to make the bagels (CNNMoney)
