What I'm reading this morning:
- Mohamed El-Erian on the deeper causes of the bond rout (Bloomberg View)
- Morgan Stanley and BAC rally on earnings (ValueWalk)
- Goldman: Buy the pullback in Apple (Benzinga)
- Rich Bernstein pitches his Asset Allocation 2.0 concept (Advisor Perspectives)
- What if "mean reversion is not strong enough to reduce the volatility and uncertainty of long-term stock market returns."? (Enterprising Investor)
- Can we have a bear market without a recession? Happens all the time. (A Wealth Of Common Sense)
- Viral content publishers going the way of the dodo (Digiday)
- About That Head And Shoulders Top in the S&P500 (All Star Charts)
- Everyone is a Closet Technician (TRB)
- Gross. (Consequence of Sound)
- Cameron Crowe's time spent with the Eagles' Glenn Frey, who is dead this week at 67 (The Uncool)
