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)