
What I'm reading this morning:
- The "Inside Amazon" hit piece that everyone is talking about (New York Times)
- Revenue growth now negative for two straight quarters (Financial Times)
- The revenue growth you seek is hiding behind the energy crash (Dr. Ed's Blog)
- Urban Carmel's weekly market summary rocks (Fat Pitch)
- Bloomberg View's editorial board on the potential for bond market trauma (BloombergView)
- Ritholtz filets your neighborhood Chief Strategist (Washington Post)
- The 13F's are out - here are all the stocks top hedge funds like (ValueWalk)
- New paper suggests that hedge fund managers tend to be more passive than you'd think (Chief Investment Officer)
- "A virtually flat S&P 500 for 133 days this year may be an indication that the efficient market hypothesis is taking its revenge." (Price Action Lab)
- Good returns coupled with low volatility produce a false sense of security (A Wealth Of Common Sense)
- Disney is the winner (survivor) of any large-scale cord-cutting movement (MarketWatch)
- There are thousands of repetitive articles about every topic of the day because the thirst for clicks is real. (New York Times)
- The commission model is about to die, brokers are postulating that this means a decline in service. Nope. (Wall Street Journal)
- Here's one better way for small investors to get started without being taken advantage of - Liftoff (Liftoff)