10 Monday AM Reads

Good morning. Some fine reading selections to begin your work week:

• Quotes and Quips From Buffett’s 2013 Shareholder Letter (MoneyBeat) see also 8 Things I Learned From Warren Buffett This Weekend (Reformed Broker)
• The Intelligent Investor: Emerging Markets Look Appetizing … Again (MoneyBeat)
• Does Pimco Know Something We Don’t? (FT Alphaville) see also Mohamed El-Erian’s Theory for Why Companies Aren’t Spending More Money (Business Insider)
• On the Merits of Being a Financial Historian (A Wealth of Common Sense)

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