I'll be off the grid for a day or two; but don't worry, we have your morning reads ready to go:
- Charlie Munger's Investing Principles (A Wealth of Common Sense)
- There is No Bond Bubble (Barron's) see also Does the New Bond Market Conundrum Tell Us Anything? If So, What? (Washington Center for Equitable Growth)
- Wild Emerging Market Statistics (Irrelevant Investor)
- ""What really matters is that financial instability risks didn't rise during the temporary period in which rates were higher," said nobody." (FT Alphaville)
- Wayfaring on CAPE's Edge (Statistical Ideas) see also Rational Exuberance (Servo Wealth Management)
- Money Chases Non-U.S. Real Estate at Record Rate in ETFs (Bloomberg)
- America's Growing Food Inequality Problem (WonkBlog) see also How Data Made Me a Believer in New York City's Restaurant Grades (FiveThirtyEight)
- As Robo-Advisers Gather Assets, the Model Remains Unproven (Institutional Investor)
- Notes on the Celebrity Data Theft (Nik Cubrilovic) see also iCloud Flaw Not Source of Celebrity Photo Leak (TidBITS)
- Shenzhen Trip Report -- Visiting the World's Manufacturing Ecosystem (Joi Ito)
What are you reading?
Current rally is near average in magnitude and above average in duration
This column does not necessarily reflect the opinion of Bloomberg View's editorial board or Bloomberg LP, its owners and investors.
To contact the author on this story:
Barry L Ritholtz at email@example.com