Links17662Some things I’m reading this morning:

  • Fund managers sit this one out (Barrons)
  • JP Morgan explains the simple thing that could derail the rally (BusinessInsider)
  • Rearranging your thoughts on which sectors are risky (TRB)
  • Markets will crash, the question is when (NYpost)
  • Bonds may be a key tell for stocks (CiovaccoCapital)
  • The not so great rotation (PragCap)
  • Taper returns (Macrobusiness)
  • Packers vs. Bears preview (MilwaukeeJS)