What I'm reading this morning:
- The mighty AEP tees off on Chinese capital flight (Telegraph)
- ETFs have taken over the options market too, they account for 70% of all volume (Bloomberg)
- The first week of January sucked - how much meaning is there to be had? (Indexology)
- Strategists and Analysts in Near Agreement on 2016 EPS (Factset)
- Being a vocal market-timer is a great way to end your career (Bloomberg View)
- "unconstrained" bond funds are totally constrained - because the shareholders are calling the shots (A Wealth Of Common Sense)
- JC: "We’re down 9% from the all-time highs in the S&P500 and I see people acting like 2-year olds that just had their favorite toy taken away from them." (All Star Charts)
- Those massive wirehouse retention deals are about to run off. Will they stay? (Wall Street Journal)
- Read this and try not to throw up all over yourself. BTW, I give them 3 years, max. (Vanity Fair)
