Global Macro / Markets / Investing:
- Bond Market’s Dumb Money Looks Clever in $350 Billion Shift – Bloomberg
- Krugman: Crowding In and the Paradox of Thrift – New York Times
- Investors Who See ‘Froth’ in Market Go All In for Oil – Bloomberg
- World’s Biggest Wealth Fund Seeks One Dark Pool to Cut Costs – Bloomberg
North America: