
What I'm reading this morning:
- Building Permits explode to the highest level in 8 years (Bloomberg)
- Janet in focus as two-day FOMC festival gets underway. Don't miss Fischer on the 2nd stage (Bloomberg)
- Goldman sees not one, but two (!) rate hikes in 2015 (ValueWalk)
- Telegraph Editorial Board to Greece: GTFO already (Telegraph)
- United Health overture puts Aetna in play (Wall Street Journal)
- Renaissance gets the go-ahead to allow employees to own its top hedge fund in their Roth IRAs (Bloomberg)
- PIMCO's doing just fine, thank you very much (Morningstar)
- You might be surprised by the relationship between high-yield bonds and rising rates (Advisor Perspectives)
- Hulbert: Five little known facts about commodities (MarketWatch)
- Don't mis the Andreessen Horowitz slide presentation - it really IS different this time (Benedict Evans)
- Real estate assclown gets his name back in the news every presidential cycle - the American Dream (Bloomberg)
- Reality is proving Piketty's "dark vision" wrong on inequality (Noah Smith)
- Start investing with us now - check out Liftoff today! (Liftoff)