Some things I’m reading this morning:

  • This is a great post on the dangers of leverage and one bad trade (bclund)
  • Grantham: Fed policy has resulted in overpriced global assets (PragCap)
  • Three things the bears need to see (Minyanville)
  • Fed’s financial stress index falls to pre-recession 2007 levels (AEIdeas)
  • Gasparino: Tim Geithner’s book should be in the fiction section (NYpost)
  • Krugman: the Japan story (NYT)
  • Insiders now aggressively bearish (Marketwatch)
  • The tongue-lashings of Chris Christie (Bloomberg)
  • The new neurosis of a Netflix marathon (AtlanticWire)