What I'm reading this morning:
- Apple's earnings were insane last night (LA Times)
- Some of the highlight's of Apple's report, mindblowing stuff. (MoneyBeat)
- Apple's China strategy is really paying off now (NY Times)
- Greek stocks - especially banks - now in freefall as confrontation with lenders looms (Bloomberg)
- ...Bob Shiller: Yeah, but you should be buying Greek stocks anyway. (Bloomberg)
- The Shake Shack IPO sees an uptick in pricing (Business Insider)
- Jeff Gundlach pitches gold at the Inside ETFs conference because it yields more than Swiss sovereign bonds, LOL (Barron's)
- Morgan Stanley's CEO says the Fed will raise rates this year. Too bad his chief economist says March 2016. (Bloomberg)
- In 2006, James Montier identified nine "perfect" value investors. They haven't earned their keep vs an index almost a decade later. (Advisor Perspectives)
- The Dow should be rallying more from falling oil, but it's not. (MarketWatch)
- A non-consensus view on the cloud (hint: the phrase "wave of failures" is used) (Beyond Proxy)
- Would Keynes Have Been Fired as a Money Manager Today? (A Wealth Of Common Sense)
- Five Things We Learned at Inside ETFs (ETFdb)
- Looks like we got ourselves a ballgame (TRB)
