What I'm reading this morning:
- Apple reports tonight, here's your preview (Recode)
- Qualcomm is thinking about breaking itself up (Wall Street Journal)
- PayPal is worth more than Netflix. Wait, really? (Business Insider)
- Greggy on index rotation (Dragonfly Capital)
- My views on gold, for the record (TRB)
- 5 year compound return for gold miners is lowest in modern history (Short SIde of Long)
- Commodities in general are a total shitshow (Wall Street Journal)
- How ridiculous is Jet's business model? (Wall Street Journal)
- What's going on in the muni bond market this year? (Van Eck)
- ETFs Overtake Hedge Funds in Asset Stakes (CIO)
- The Greek stock market is getting ready to reopen (Financial Times)
- If Trump is worth $10 billion, maybe you are too! (Bloomberg View)
