Welcome to July. Here are some morning reads to start the second half of 2014:
- Active Management Is Alive and Kicking (FT)
- Everything Wrong With Investor Behavior in One Article (Reformed Broker)
- What Kind of Investor Are You? (A Wealth of Common Sense)
- Many bond-fund managers are worrying that their 2014 gains are too good to last. (WSJ) see also Countries previously off many investors’ radars -- including Zambia -- issued debt in the second quarter. (WSJ)
- Where in the World Is the Kuwait Investment Authority? (AI-CIO)
- The Pitchforks Are Coming … For Us Plutocrats (Politico) see also Why Are the Super-Rich So Angry? (New Yorker)
- The Japanese Government’s Bet Against Tesla (Slate)
- These Are Not the Wearables We've Been Waiting For (Quartz) see also Additional Thoughts on iWatch and Android Wear (stratechery)
- The Semiotics of the Speedo: Why Won’t Straight American Guys Wear Swim Briefs? (Slate)
- Sleep as a Competitive Advantage (DealBook)
What are you reading?
Mergers Hit a 7-Year High, Propelled by a Series of Blockbuster Deals
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Barry L Ritholtz at email@example.com