Carl Icahn: Junk bonds are expensive

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Jeremy Grantham Interview

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Weekend reads, the freelance edition

Bloomberg piece on WeWork.

Brett Arends on freelancing.

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Wednesday Reads

First mention of Buffett in the WSJ (By the way, should Buffett be considered an activist on Berkshire? It’s no longer a textile mill, after all.)

Frantic bonds, cool stocks

Or are both stocks and bonds declining at once? According to Buttonwood, the 2015 consensus bet seems to have been long dollar, short euro, long core European government bonds, long euro-area equities and long Chinese equities.

How good is your 401(k) plan?

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Latest Marketwatch piece

Click on the pic below to read the piece.

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Weekend Reads

Okay, so the weekend’s just about over, especially on the East Coast. Still, you shouldn’t miss these reads…..

Jeff Sommer of the NYTimes discusses this Morningstar fee study. Fees investors pay are declining thanks to investors choosing lower cost funds.

Richard Thaler shows “homo economicus” is a mythical figure.

Is the 4% withdrawal rate rule for retirees still valid? Tara Siegel-Bernard interviews the retired financial planner who devised the rule.

Steven Malanga discusses the dubious practice of pension funds borrowing to invest in stocks.

Dan Loeb shareholder letter

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Graham and Doddsville, Issue 24

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Tuesday Reads

Bill Gross says the bull run since 1981 that pushed stocks and bonds higher is coming to an end.

Jeffrey Gundlach recommends Puerto Rico munis.

More Gundlach — Rates have bottomed.

Jason Zweig says there are things about Buffett you can imitate and things you can’t.

Zweig again on Bogle vs. Grant.

Carl Icahn thinks high yield bonds are overpriced.

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Howard Marks interviews Joel Greenblatt

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Paul McCulley Interview

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