What I'm reading this morning:
- Doug Short on the new record high in margin debt (Advisor Perspectives)
- What if Everything is Overvalued? (A Wealth Of Common Sense)
- Last Thursday, Chinese stocks erased almost $550 billion in value (Bloomberg)
- The 50-year trend in corporate profit growth is 7% per annum (Dr. Ed's Blog)
- Some reasonable advice about asset allocation from Professor Shiller (Meb Faber)
- Roubini screams "fire" in a crowded theater again (Guardian)
- Frank Holmes: Behold the power of dividends and buybacks (Advisor Perspectives)
- Victor Reklaitis: Just because an index has outperformed the market, doesn't mean an ETF based on it will do the same (MarketWatch)
- Charles Sizemore has three REITs to play the aging of America (Sizemore Insights)
- Meet George Marcus, the west coast real estate billionaire you've never heard of (Bloomberg)
- Here is Michael Kitces's summer reading list for financial advisors (Nerd's Eye View)
- Turney Duff: The Hamptons Fed may need to raise rates soon, judging by home construction and helicopter usage (CNBC.com)
