Morning Reads on Our Radar Screen

Takeaway: A quick look at some stories on our radar screen.

Keith McCullough – CEO

Ray Dalio Patched All Weather’s Rate Risk as U.S. Bonds Fell (via Bloomberg)

Europe exits recession (via CNNMoney)                      

Venezuela Names Third Central Bank President This Year (via Bloomberg)

Israel Strikes 2 Gaza Sites Hours Before Start of Talks (via New York Times)

Chinese Billionaire Huang Readies Iceland Bid on Power Shift (via Bloomberg)

 

Morning Reads on Our Radar Screen - ray dalio

 

Kevin Kaiser – Energy

Energy Firm Makes Costly Fracking Bet—on Water (via WSJ)

Apple: The Secret Reason It Has So Much Cash (via CNBC)

 

Matt Hedrick – Macro

Merkel Blasts Tax Rises as ‘Poison’ as She Starts Campaign (via Bloomberg)

 

Josh Steiner – Financials

New York and U.S. Open Investigations Into Bitcoins (via New York Times)

Softer U.S. Mortgage Rule Said to Be Proposed at End of August (via Bloomberg)

 

Jonathan Casteleyn – Financials

Dalio Patched All Weather’s Rate Risk as U.S. Bonds Fell (via Bloomberg)

 

Jay Van Sciver – Industrials

U.S. Moves to Block US Airways-American Airlines Merger (via WSJ)

 


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McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

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