10 Monday AM Reads

Some Monday reads to prep you for the week (continued here):

• As US stocks soar, bonds offer a warning (MoneyBeat) see also The ‘other’ great bond mispricing theory (FT Alphaville)
• Our Top 100 Hedge Funds (Barron’s)
• Why US manufacturing is poised for a comeback (maybe). (WSJ) but see Germany’s success in manufacturing may hold a key lesson for the US. (WSJ)
• Noise Trading, Bubbles, and Excess Volatility in the Aggregate Stock Market: Noah Smith and Robert Shiller and Andrei Shleifer and Jeremy Greenwood vs. John Cochrane and Gene Fama and Company: Progressive vs. Degenerative Research Programs in Finance (DeLong)

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