Some things I’m reading this morning:

  • Stocks are too expensive (Fortune); see also, stocks are still off 25% from their inflation-adjusted highs (Marketwatch)
  • Dow 15,000: what it means, what it doesn’t mean (WSJ)
  • JC Parets: the next leg of the rally (TRB)
  • Cyclicals join the party (RiskReversal)
  • Charlie Gasparino: all-out war to shut up Jamie Dimon (NYpost)
  • Technology shares shake off weeks of bad news (Barrons)
  • Alfred Hitchcock and his blondes (ClassicDriver)
  • 18 great burgers in Chicago (TimeoutChicago)