
What I'm reading this morning:
- FBI arrests Frodo Baggins for securities fraud (Bloomberg)
- How I learned to stop worrying and love the commodities bust (Gadfly)
- The Blockchain grows up (Fortune)
- Wow this will keep me busy - all of Michael Mauboussin's research papers for Credit Suisse (Value Walk)
- Jefferies is bad at trading (Business Insider)
- BlackRock is bad at hedge funding (Bloomberg)
- A Christmas Letter from the Fund Industry (Evidence Based Investor)