Funny

• Everyone who started watching ‘Mad Money’ in 2005 now billionaires (TheOnion)

Friday Morning Reads: stock market comparisons to the late 90′s begin to surface

 

Some things I’m reading this morning:

• New data out of Japan shows economy is coming to life (BusinessInsider)
• Josh on the comparison between stocks in late 90′s and now (TRB)
• Google & Tesla: too late to touch (YahooFinance)
• A bullish market metric points to tech stocks (Ycharts)
• Gold tallies a loss of 6% in 6 sessions (Marketwatch)
• Why U.S. manufacturing can’t get off the mat (Businessweek)
• Wonk alert: anatomy of a 10k (WallStreetOasis)
• I don’t know about you, but this one bothers me…John Edwards to hit speaking circuit (WP)
• Jeremy Piven: Detroit sucks! (BlackhawkUP)
• So Jerry Seinfeld called us to talk about coffee (NPR)

Thursday Morning Reads: hedge fund managers don’t trust the fed

 

Some things I’m reading this morning:

• Hedge fund managers don’t trust the Fed, and why you shouldn’t either (Dealbook)
• We just got a bunch of crappy data (BusinessInsider)
• Japanese Q1 growth hits 3.5% as Abe impact begins to show (FT)
• Restaurant sales hit new highs as recession fades (CNBC)
• IRS hearings, and what to expect (FOXbusiness)
• Homebuilder confidence increases in May (CalculatedRisk)
• Here’s todays grad speech in case you missed it (Deadspin)
• Rich Manhattan moms hire disabled tour guides so their kids can cut in line at Disney (NYpost)

Wednesday Morning Reads: brokerage firms are becoming extinct

 

Some things I’m reading this morning:

• Brokerage firms are ‘extincting’ themselves (InvestmentNews)
• This bull is like the tech bubble, but different (Businessweek)
• What does Japan’s ‘Abenomics’ mean for the rest of the world? (TimDuy)
• U.S. deficit falls faster than expected (FT)
• Gold & silver are in liquidation mode again (BusinessInsider)
• It’s been a record 177 days since the market has corrected 5% (UpsideTrader)
• In scandal-plagued Washington, lawmaker struggles to keep track of issues (YahooNews)
• ‘Mad Men’ has become a show that induces nostalgia for itself (NewYorker)

Tuesday Morning Reads: david tepper speaks and market rises

 

Some things I’m reading this morning:

• David Tepper is still bullish on stocks (BusinessInsider)
• Chinese activity is solid (Macrobusiness)
• What the smart money is buying and selling (Barrons)
• The saddest thing about this epic stock market rally (BusinessInsider)
• Boring, diversified and still tough to beat (CapitalSpectator)
• GMO now 50% in cash (MarketFolly)
• IRS audits are condemned (NYT)
• Today’s NY Post front page (NYpost)

Monday Morning Reads: searching for signs of a market top

 

Some things I’m reading this morning:

• Searching for signs of a market top (Barrons)
• Week ahead: will economic reports spur the bulls? (CNBC)
• Every strategist on Wall Street has been wrong about this market (BusinessInsider)
• CNBCs ratings decline is bullish for investors (USnews)
• The end is where we start from: Josh talks about John Hilsenrath’s weekend WSJ article (TRB)
• Meet Dylan, the day trader (WP)
• After a decade of decline, is it time for the dollar to have its day? (Telegraph)
• With 2 small children at home, we rarely have time for a Saturday night movie. It’s why I was so disappointed the rare opportunity was wasted on ‘The Place Beyond the Pines’. Ryan Gosling was characteristically excellent, but his performance wasn’t enough to overcome a contrived and ridiculous storyline.  Here’s a review that hits home with me (Miami.com)
• A song for Derrick Rose (ESPN)

Friday Morning Reads: wall street is back

 

Some things I’m reading this morning:

• Wall Street is back (Economist)
• Two market extremes to be aware of (TRB)
• A hard day to be a short seller (Reuters)
• How much higher will stocks go? (Businessweek)
• Bernanke, blower of bubbles? (NYT)
• U.S. stock ownership stays at record low (Gallup)
• Chicago’s Logan Square is a hotbed of contemporary art (ChicagoMagazine)
• Peter Travers: The Great Gatsby film review (RollingStone)

Thursday Morning Reads: initial jobless claims fall to 5-year low

Some things I’m reading this morning:

• Initial jobless claims unexpectedly fall to 5-year low (BusinessInsider)
• Rotation into cyclicals could provide market boost (CNBC)
• Notes from the IRA Sohn conference (TRB); see also, If I had to pick one short it would be Seagate (BusinessInsider)
• When will the Fed ease off of the gas (PragCap)
• Hedge fund used car salesman plays host in Las Vegas (Dealbook)
• Bullish sentiment rises for fourth straight week (Bespoke)
• Bulls get blown out by the Heat (ChicagoTribune)

Wednesday Morning Reads: stocks are too expensive

Some things I’m reading this morning:

• Stocks are too expensive (Fortune); see also, stocks are still off 25% from their inflation-adjusted highs (Marketwatch)
• Dow 15,000: what it means, what it doesn’t mean (WSJ)
• JC Parets: the next leg of the rally (TRB)
• Cyclicals join the party (RiskReversal)
• Charlie Gasparino: all-out war to shut up Jamie Dimon (NYpost)
• Technology shares shake off weeks of bad news (Barrons)
• Alfred Hitchcock and his blondes (ClassicDriver)
• 18 great burgers in Chicago (TimeoutChicago)

Tuesday Morning Reads: bond bulls say buy the dips

 

Some things I’m reading this morning:

• Bond bulls say buy the dips (WSJ); see also, Jeff Gundlach says interest rates will stay low (BusinessInsider)
• Bullish valuation case for the S&P (DrEdsBlog)
• Doug Kass: conversing with Warren Buffet (TheStreet); see also, For Buffet, past isn’t always prologue (Dealbook)
• Revisiting reflexivity: contextualizing cause and effect (TBP)
• When deficits become a problem (TimDuy)
• Heat may have MVP, but Bulls have the series lead (NYT)