This is an early and incomplete edition of the linkfest. Check back with us tomorrow for more.

Chart of the day

Investors are once again snapping up TIPs.  (WSJ)

Markets

Is is time for a good, old fashioned growth scare?  (Humble Student of the Markets)

Is the de-equitisation trend coming to an end?   (John Authers)

Strategy

It is tough enough to get the top. Staying there is even tougher.  (A Wealth of Common Sense)

Warren Buffett’s biggest early mistakes.  (The Reformed Broker)

More evidence that cheap stocks, based on earnings, outperform.  (Greenbackd)

Just how balanced are balanced funds these days?  (FT Alphaville)

Home bias is a universal phenomenon.  (Mebane Faber)

Finance

The sell-side equity research business is in full-scale retreat.  (FT)

Big name hedge funds are signing up to manage mutual fund assets.  (Reuters)

In part because their performance is so disappointing.  (The Reformed Broker, WSJ)

Older investors are embracing online investing.  (InvestmentNews)

Technology

Google ($GOOG) and Apple ($AAPL) now seems destined to fight it out over smart homes.  (The Information, FT, Pando Daily, TheStreet)

What the big tech companies are spending on capex and R&D.  (Asymco)

The Messaging 2.0 wave is likely over.  (TechCrunch)

Exchanges

The SEC wants to push more trading onto public exchanges.  (WSJ)

The ICE ($ICE) is going to spin-off its EuroNext stock exchanges.  (FT)

Flash Boys star, IEX Group, could get into the ETF listing business.  (ETF)

A look at Lodewijk Petram’s The World’s First Stock Exchange.  (Reading the Markets)

China

Why US investors should be wary of Chinese IPOs.  (FT)

More signs the Chinese economy is struggling for growth.  (Sober Look)

Economy

Home price growth has decelerated.  (GEI, Business Insider)

What should we make of Piketty’s data errors?  (Nate Silver)

Earlier on Abnormal Returns

What you may have missed in our Sunday linkfest.  (Abnormal Returns)

Mixed media

How to happily enjoy lottery winnings: don’t tell anyone.  (NYTimes)

Young people would happily bank with non-banks.  (FT)

College is still worth it.  (The Upshot)

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