Some things I’m reading this morning:

  • Wall Street’s number one shill: Andrew Ross Sorkin (CJR)
  • Ray Dalio: how the economic machine works (Zerohedge)
  • 4 reasons to have EM exposure now (iShares)
  • The impact of tapering and risk assets (RA)
  • Kass: the default bull market (TheStreet)
  • The biggest economic news isn’t yet scheduled (Marketwatch)
  • It works, but not all the time (AlephBlog)