Tuesday links: positive carry potholes

This is an early and abbreviated edition of the linkfest. We will catch up with you tomorrow.

Scott Simon, “The road to hell is paved with positive carry.” (WSJ)

Breaking down global bond market allocations.  (Capital Spectator)

Debunking the Hindenberg Omen.  (MoneyBeat)

What are we to make of higher margin debt numbers?  (Greenbackd)

Is it crazy to be 100% in stocks?  (Total Return)

Promoted stocks stink.  (Aleph Blog)

The key to finding the next Berkshire Hathaway ($BRKB): capital allocation.   (BeyondProxy)

Hedge funds are ramping up their emerging market exposure in the face of QE tapering talk.  (Money Game also FT)

Hedge fund returns data gets revised all the time.  (John Rekenthaler)

Is investor buying of homes now a problem?  (NYTimes)

Journalists are now jumping to startups.  (BuzzFeed)

Another not-so positive review of Meredith Whitney’s The Fate of States: The New Geography of American Prosperity.  (Muniland)

This is the perfect Pinterest picture.  (Wired)

Another reason to slather on the sunscreen.  (Well, WSJ)

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