What I'm reading this morning:
- Five Strange Things That Have Been Happening in Financial Markets (Bloomberg)
- Whose portfolio holdings are more immoral - Pershing Square's or Berkshire's (Wall Street Journal)
- Macy's: Holiday retail will be a wreck this year (New York Times)
- I can't even believe the stories coming out of Yahoo these days (Recode)
- Apple's working on peer-to-peer payments (Wall Street Journal)
- Gold Miners: Maybe the worst long-term investment in the world (Bloomberg View)
- Cliff Asness in praise of market timing (Institutional Investor)
- Do people want to be fooled? (Irrelevant Investor)
