Some things I’m reading this morning:

  • Momentum slowdown: high beta stocks are no longer outperforming (DynamicHedge)
  • About that deficit (CalculatedRisk)
  • About that earnings acceleration (CrossingWallStreet)
  • Bullish predictions drive Wall Street’s casino (Marketwatch)
  • S&P 1500 most heavily shorted stocks (Bespoke)
  • Do junk bonds continue to live in the best of both worlds? (YahooFinance)
  • Where to join the great rotation into stocks (Barrons)
  • Market is coiling, which way will it break? (Minyanville)
  • ‘Here I come again, now baby”, Ted Nugent’s got a Stranglehold at the State of Union address (WSJ)