What I'm reading this morning:
- Hedge Funds Boost Treasury 10-Year Shorts to Most Since November (Bloomberg)
- Bill Gross: Why Interest Rates Must Rise (Barron's)
- Global investors blowing out of Japanese equities (Bloomberg)
- Goldman Sachs Acknowledges The Only Source Of Demand For Equities Comes From Corporate Buybacks (Benzinga)
- Billing by Millionths of Pennies, Cloud Computing’s Giants Take In Billions (New York Times)
- Patrick O'Shaughnessy's "Assets or Alpha" piece is epic and amazing (Investor's Field Guide)
- Ben: "the only returns that matter are net, not gross, of all costs and costs were much higher in the past." (A Wealth Of Common Sense)
- New Mark Dow interview at ETF.com - on emerging markets (ETF.com)
- Larry Swedroe: Annuities are a bet against longevity (ETF.com)
- Financial advisors need to apply some of that behavioral knowledge to their own practices (ETF Trends)
- Wall Street Wages Double in 25 Years as Everyone Else’s Languish (Bloomberg)
- A Dozen Things I’ve Learned from Jessica Livingston About Business and Investing (25iq)
- The Golden State Warriors Have Revolutionized Basketball (Wall Street Journal)
