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Some things I’m reading this morning:

  • Why the pain trade is higher (AlphaCapture)
  • The only category where active fund management is winning (InvestmentNews)
  • Is the party coming to an end? (Bespoke)
  • Emerging markets stocks lag behind most since 1998 (Bloomberg)
  • Is the market seeking an excuse to correct? (Barrons)
  • John Hancock’s TV ad is brilliant & disturbing (ChicagoFinancialPlanner)
  • China already stomping on property (MacroBusiness)
  • A photo that makes North Korea look a lot less scary (WP)
  • Should you have a 2nd kid now, or wait a few years? (WSJ)
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