Entrepreneur and angel investor Chris Dixon has a characteristically smart and succinct post on the key question for investors considering the Facebook FB IPO: "can they find another business model that generates significantly more revenue per user without hurting the user experience?"
� Eddy Elfenbein on the astonishing bond bull market.
� At least Greece is not Japan. Yowzas.
� The man who beached JP Morgan's JPM 'Moby Iksil'. (No relation.)
� Financial stocks still generally stink, in Roger Nusbaum's book: "The broad sector ETFs are generally heavy in Citigroup C , Bank of America BAC and JP Morgan JPM all of which we prefer to avoid."
� Yeah, size matters in investing � ask Bill Gross and Pimco Total Return ETFBOND investors.
� Dan Loeb's Third Point filed a new 13-F showing he bought more AppleAAPL , Yahoo YHOO and GoogleGOOG .
� Meanwhile, David Einhorn dumped his 3 million shares of YahooYHOO but is holding onto his Apple AAPL .
� The bull case for Cisco CSCO from Jacob Steinberg.
� A discussion of the �art of short selling� with Kathryn Staley (who wrote the book).
This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.
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