Thursday Morning Reads: global markets roiled by Nikkei’s slide

Some things I’m reading this morning:

• Global markets roiled by Nikkei’s slide (CNBC)
• A little dissent within the ranks of the Fed made for a large reversal in U.S. stocks (NYpost)
• Linn Energy is a buy (TheStreet)
• 5 lessons Europe can learn from Abenomics (Marketwatch)
• Chinese economy enters contraction with first sub-50 PMI print since October (Zerohedge)
• 4 global transitions and 4 global experiments equals 1 unusual market (TheAtlantic)
• Paul McCartney writes letters in support of Pussy Riot (PaulMccartney.com)
• Vampire Weekend returns with a new album.  Hear some of the tracks here (TRB)

Wednesday Morning Reads: 4 reasons why this market is going much higher

 

Some things I’m reading this morning:

• Goldman: four reasons why this market is going much higher (TRB)
• Headed for euphoria (SoberLook)
• How Washington humbled Jamie Dimon (WP)
• 10 high conviction purchases made by our ultimate stock pickers (Morningstar)
• Home Depot earnings beat expectations (USAtoday)
• Explaining Apple’s Irish tax strategy (FOXbusiness)
• Anthony Weiners makes it official: he’s running for mayor (NYdailynews)
• Blackhawks facing first adversity of the season (ESPNchicago)

Tuesday Morning Reads: a double bottom for gold?

 

Some things I’m reading this morning:

• Equity risk premiums and stocks (MusingsOnMarkets)
• Boom or bubble? (NewYorker)
• How Jamie Dimon became a risk factor (HarvardBusinessReview)
• A double bottom for gold? (Bespoke)
• Mohamed El-Erian: we should listen to what gold is really telling us (FT)
• Forget Apple, forget Google, Home Depot has topped them all (YahooFinance)
• Mary J Blige hit with a $3.4M tax bill (NYpost)
• The Garfield Park Conservatory is a beautiful place to drink a beer (ChicagoMag)

Monday Morning Reads: have we entered full stock market melt up mode?

 

Some things I’m reading this morning:

• it’s quite possible we have entered full stock market melt up mode (UpsideTrader)
• Is this the best time for investors? Don’t bet on it (WSJ)
• Leon Cooperman thinks this bull market has legs (Barrons)
• Earnings are a margin story, but for how long? (WSJ)
• And there goes the Japanese market spiking again (BusinessInsider)
• What stock to buy? Don’t ask an economist (NYT)
• How technology redefines norms (Reuters)
• Fred Armisen closes out ‘SNL’ run with help from indie rock royalty (RollingStone)

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)