<b>The Takeaway:</b> Warren Buffett just scooped up 600K shares of this health care stock

Portfolio

JPMorgan: Here’s what has worked historically in rising rate environment.  (Barron’s)

Warren Buffett’s Berkshire Hathaway scooped up 600,000 shares of this healthcare stock last week.  (MarketWatch)

Adam Parker says this earnings season will be critical – because fundamentals matter again, not just stimulus.  (Business Insider)

Joe Terranova does a great job with this quarterly playbooks – check out his latest here:  (Virtus)

Ari Weinberg on choosing the bond fund with risks you can live with.  (WSJ)

Goldie on rates: 3% on the 10-year in 2013, 4% by 2016.  (Business Insider)

The Biz

Managing assets is not the same thing as running an asset management business – here are four pros who are making it work.  (Barron’s)

“Morningstar says it discovered an illegal intrusion into its systems that may have compromised some of its clients’ personal information”  (AdvisorOne)

The OCC warned JPMorgan about conflicts at its asset management unit. Seth and Summer were very stern in their warnings, Marissa could not be reached for comment.  (Financial Planning)

Outliers

Is everyone just a “smart beta” manager now?  (The Economist)

The World According to Investors Map  (The Reformed Broker)

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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.