Some things I’m reading this morning:

  • Apple’s iPhone disappointment fans doubt on growth (Reuters); see also, Kass: worst is yet to come for Apple (CNBC)
  • David Tepper still maintains a positive view on equities (MarketFolly); see also, 5 reasons to remain cautious on equities (PragCap)
  • The appeal of investments that cost more and return less (BucksBlog)
  • Even the bond kings are rotating into stocks (TRB)
  • Why the world’s biggest hedge fund missed big in 2012 (CNNmoney)
  • Wisdom Tree’s Japan hedged equity fund is piling in the assets (IndexUniverse)
  • Boehner: Obama’s goal is to annihilate the Republican Party (TheHill)
  • Ray Lewis and Michael Phelps: an unusual friendship between Baltimore’s brightest stars (WP)