What I'm reading this morning:
- Why the new hot money in Treasurys means future volatility for the asset class (Bloomberg)
- 5 top Wall Street bankers explain why the IPO market has dried up — and when things will pick up again (Business Insider)
- "Liquid Alts" Face Regulatory Reckoning (Wall Street Journal)
- Ackman and Pearson: The Inside Story (Fortune)
- Hedge funds trying to pull out of their VC investments (Bloomberg)
- Thomas Bruni on actionable vs useful (All Star Charts)
- Value investing works because investors are distracted by glamor (ETF.com)
- Factor investing won't work for chasers (Pension Partners)
- Rekenthaler offers a look for the laymen at whether or not indexing creates market distortions (Monringstar)
- Cullen Roche vs Short-termism (Pragmatic Capitalism)
- A behind the scenes look at Buffett's investment process, thanks to the government's crisis inquiry (Vintage Value)
- Ben Carlson on selecting ETFs (A Wealth Of Common Sense)
- Simon Lack on Las Vegas (SL Advisors)
