What I'm reading this morning:
- Welcome Back, Volatility (BlackRock Blog)
- Iran talks: six days of living in a gilded cage (AFP)
- Sears Holdings announces a $2.5 billion sale-leaseback REIT deal. So this is what you've been waiting for since 2004. Great. (Bloomberg)
- There's a new wave of billion-dollar hedge fund startups emerging as some big shops disappoint (Bloomberg)
- Ben Bernanke blogs about secular stagnation (Brookings)
- Larry Summers disagrees with Ben Bernanke about secular stagnation (Larry Summers)
- All Hail Jeffrey Gundlach, the New Bond King (ummm, this has been apparent for four years now) (Bloomberg View)
- Larry Swedroe: This is the worst strategy I've ever seen (ETF.com)
- Charlie Munger via John Hempton: Not a fan of Valeant (Bronte Capital)
- Here are notes on everything Munger said at the DJCO annual meeting (ValueWalk)
- jack Bogle weighs in on the fiduciary standard debate (ETF.com)
- Check out our automated advisory service, Liftoff! (Liftoff)
