
What I'm reading this morning:
- Rosie flips bearish again (Business Insider)
- Don't miss Conor Sen: Housing is about eat the US economy (csen)
- Valeant gets the Bethany McLean treatment (Vanity Fair)
- Is this the worst mutual fund of all time? (ValueWalk)
- On T Rowe's quant ambitions (Morningstar)
- If you were looking for anecdotal evidence of a bottom in steel, this could do (MoneyBeat)
- Investment theory is still in its infancy, gradually making us smarter (A Wealth Of Common Sense)
- Jason Zweig: You better hope your financial advisor has this one quality (Wall Street Journal)
- Trump got his ass kicked last week, a cycle first (Talking Points Memo)
- Congrats to Carl Quintanilla on his new series, Binge (Medium)