What I'm reading this morning:
- Sam Ro's preview of today's FOMC (Business Insider)
- Tim Mullaney: There are zero reasons for the Fed to raise interest rates (MarketWatch)
- Apple in Talks to Launch Online TV Service (Wall Street Journal)
- How a Rising Dollar Is Creating Trouble for Emerging Economies (Upshot)
- What happens to stock market returns after six good years? (Irrelevant Investor)
- Rob Bennett: Every bull market requires a conspiracy (ValueWalk)
- Smart Beta ETFs are now a $400 billion category (ETF.com)
- hey look - mutual funds are doing much better this year. Cash drag is paying off! (Bloomberg)
- Bill Gross's replacements thrive at PIMCO (Bloomberg)
- Even the best funds suffer periods of underperformance. That's probably when your sell and buy the next shiny thing you see. (Monringstar)
- How much of the recent Euro stocks rally is about fundamentals and how much is about currency? (Yardeni)
- Is Abenomics finally trickling from the markets to the real economy? Toyota gives workers their biggest raise in 13 years. (Wall Street Journal)
- Bob Shiller: Yes, there is a bubble in bonds (Project Syndicate)
- James Surowiecki in praise of short sellers (New Yorker)
- Has Howard Schultz lost his f*cking mind? (Fortune)
