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

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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

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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

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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

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Some things I’m reading this morning:

Monday Morning Reads: searching for signs of a market top

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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

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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

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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

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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)
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