Some things I’m reading this morning:

  • Bond bulls say buy the dips (WSJ); see also, Jeff Gundlach says interest rates will stay low (BusinessInsider)
  • Bullish valuation case for the S&P (DrEdsBlog)
  • Doug Kass: conversing with Warren Buffet (TheStreet); see also, For Buffet, past isn’t always prologue (Dealbook)
  • Revisiting reflexivity: contextualizing cause and effect (TBP)
  • When deficits become a problem (TimDuy)
  • Heat may have MVP, but Bulls have the series lead (NYT)