
What I'm reading this morning:
- Wall Street weighs in on Apple's quarterly report (Business Insider)
- Apple hasn't given us a single data point on the watch (Recode)
- Jeff Currie (Goldman) is talking about sub-$1000 gold. (MarketWatch)
- Hedge funds are getting ready for the next big short: Junk bond ETFs (Wall Street Journal)
- China’s looming stock market disaster is part 1929 America, part 1989 Japan (Quartz)
- How Badly Has The Fed Been Punishing Savers? (A Wealth Of Common Sense)
- It's pretty easy to replicate a hedge fund portfolio with ETFs (Indexology)
- Dollar-weighted returns tell a dismal story about how Hussman investors have fared (Aleph Blog)
- Commodities have become a bottomless pit across the board (Bloomberg)
- Pump-and-dump dirtbags in Florida arrested for the JPMorgan hack (USA Today)
- Yahoo has absolutely no idea what to do with itself. Mayer's talking about refocusing as a search engine. (Quartz)
- Summer reading season isn't over! Tadas has book recommendations for you: (Abnormal Returns)
- 50 Cent: My true net worth is like $4 million and everything is rented (Business Insider)
- Barry interviewed Howard Marks for this week's Masters In Business. Listen here: (TRB)
- Hackers manage to break into a Jeep and kill its engine while someone is driving. Sleep tight. (Wired)