What I'm reading this morning:
- Home Depot says the housing market is on fire (Wall Street Journal)
- The London Whale speaks! "JP Morgan put me up to it!" (Bloomberg)
- John Rekenthaler takes on the index fund critics (Morningstar)
- Nevada Trump supporters bite the Chinese hand that feeds them (Bloomberg)
- A new breed of trader: Coders with PhDs (New York Times)
- 3 Things Your Bond Fund Manager Doesn't Want You to Know (Morningstar)
- Andrew Left was right about Valeant (Benzinga)
- The S&P is running in place (Dragonfly Capital)
- Momentum is "seemingly stupid but it works" (Enterprising Investor)
- Startup dumpster fire / insurance boiler room trying to grow up (Wall Street Journal)
