
What I'm reading this morning:
- Uber just overtook rental cars as a percentage of business travel expenses (Bloomberg)
- Robo-advice may or may not be ready for a down market - we'll see (Bloomberg)
- Soros on China: What's the opposite of bullish....? (Bloomberg)
- Microsoft shares approach the dot com era highs, but the company has completely remade itself (Wall Street Journal)
- Why money manager due diligence is so hard (A Wealth Of Common Sense)
- Bill Gurley on the state of the VC market is sobering stuff (Above the Crowd)
- NEGATIVE RATES ARE CREATING A TAX, NOT A STIMULUS (Open Markets)
- How "Flowmageddon" is wrecking formerly stable mutual fund companies (Morningstar)
- Allan Roth in praise of bond funds over bonds (Wall Street Journal)
- Don't look now, but the Ag trade is heating up again (ETF Trends)
- Here are the new faces on our money (New York Times)
- Why does the Dow at 18,000 make people so angry? (TRB)