Good morning. Here’s my early morning reading:

• Technical and Fundamental Arguments Against the Secular Bull Thesis (Reformed Broker), see also S&P 500 Falls Most Since November Amid Valuation Concern (Bloomberg)
• What You Know About Retirement Investing Is Wrong (WSJ)
• No, it’s not another housing bubble (Columbia Journalism Review)
• I’ve Seen the Future of Health Tech and It’s Going to Improve Your Life in 2014 (TechCrunch)
• Amazon’s bogus anti-Apple crusade (Salon)
• China’s water shortage is so bad it could turn out the lights (Quartz)
• Four reasons Google just bought a thermostat company (Quartz), see also Nest’s CEO Tony Fadell explains why he teamed up with Google: it’s about infrastructure (Gigaom)
• Indefensible Kissinger (Politico)
• Business Models for 2014 (stratechery)
• How to legalize cannabis safely without curbing liberty (FT.com)

What are you reading?

Investors Rethink Bets on the Dollar