What I'm reading this morning:
- The rebound we've seen over the last few days looks like classic bear market action (Price Action Lab)
- Times are changing for US Treasury market (Financial Times)
- Wes Gray: What drives low interest rates, fear or the Fed? (Enterprising Investor)
- "almost a third of investors surveyed think that another full-blown financial crisis is due in the next three years" (MoneyBeat)
- Why Apple is not cooperating with the anti-terror authorities (The Atlantic)
- The infatuation with high-cost, low-performing investment managers is irrepressable. It's bordering on mental illness. (ETF.com)
- ...but just for fun, the new 13Fs are out - here's what your favorite hedge fund is buying or selling (ValueWalk)
- Noah Smith: The Next Big Idea in Economic Growth (Bloomberg View)
- Are We Doomed to Slow Growth? (New York Times Magazine)
- "So yes, if you’re buying gold as an inflation hedge, you are effectively buying expensive insurance for a risk you don’t need to insure." (Charles Sizemore)
- The Big Long: Somebody made a killing on all those CDOs and asset-backed loans at the bottom of the market (Bloomberg)
- The difference between what Warren Buffett and Jeff Bezos are looking for in a business (ValueWalk)
- Steve Randy Waldman comes out in support of Bernie. Here's why: (Interfluidity)
