What I'm reading this morning:
- BAML makes up a reason to downgrade Apple after a 15% drop in the stock (Benzinga)
- Laszlo was on my show yesterday, made a berserk bull call (ValueWalk)
- Cord-cutters, the strong USD are the pebbles in Disney's shoe (Wall Street Journal)
- Citadel's Ken Griffin is obsessed with protecting himself from the next 2008 (Wall Street Journal)
- The Spanish economy just blew analyst expectations out of the water (Business Insider)
- Greece is in a permanent depression unless a hundred billion euro writedown happens (Telegraph)
- 3 reasons Google won't be Twitter's buyer (Recode)
- This year "small cap growth" is leading, next year it'll be something else. Chasing style leads to underperformance (A Wealth Of Common Sense)
- Pensions: "the 10 states writing the biggest checks to Wall Street managers" have no alpha to show for it (CIO)
- Batnick: "One of the biggest psychological challenges of investing is that there is always something out of the norm." (Irrelevant Investor)
- How Big Business Is Lining Up With Hillary (Politico)
- Rising rates are the number one concern of financial advisors right now - Fidelity (FA Magazine)
- Cloud upstarts Box and Dropbox will be dead in two years - person with knowledge of the situation (Business Insider)
- For His Next Trick, Barefoot Genius Aims to End Broker Rip-Offs (Bloomberg)
