I will be going off the grid for a day or two but no worries — I 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 matters is financial instability risks didnt rise during temp period which rates were higher” said nobody… (FT Alphaville)
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