What I'm reading this morning:
- Should the Fed consider their global responsibilities before raising rates? Do they have any? (Financial Times)
- The US dollar is the most crowded trade in the world (Business Insider)
- Andy's weekly technical rundown is always a good starting point (AThrasher)
- S&P 500 trading with the highest forward PE in 11 years (FactSet)
- On the rebound in bond yields (Ed Yardeni)
- Why you don't want more than 4% of your country working in the financial sector (Buttonwood)
- Nasdaq 5000, then and now (Barron's)
- Nothing infuriates the RIA community like the annual Barron's Top Advisor list (Malice for All)
- “Saying something is ‘academic’ means it is irrelevant in almost every language…and that is what we're trying to change.” (CIO)
- Four Reasons to Boost Your Foreign-Stock Exposure (Wall Street Journal)
- Money managers are going overseas with fresh cash, here's why (MoneyBeat)
- Frank Holmes: Surprise! Europe is beating economic expectations. (ValueWalk)
- Building a portfolio to win the only thing that matters - the future (GestaltU)
- What are the kids talking about? Your secret decoder ring here. (The Upshot)
