linkchainSome things I’m reading this morning:

  • Hugh Hendry capitulates and throws in his bearish towel and turns bullish (ZeroHedge)
  • Momentum continues (DynamicHedge)
  • Confusing fear bubbles with stock bubbles (InvestingCaffeine)
  • Bond market taking Fed at its word that interest rates will be low for quite some time (Econbrowser)
  • The gold contrarian bet (24/7WallStreet)
  • Think Black Friday is the best day to get a deal? Think again (LAtimes)
  • Bears defensive meltdown hard to watch (CBSchicago)
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