Hot Links: Ira Sohn Ideas, Mining Boom & the Four Digit Dow

Stuff I’m Reading this Morning…

David Einhorn’s NYT op-ed will be the talk of the town today.  (NYT)

Amazing coverage of the hedge fund investment ideas from the Ira Sohn Conference.  (MarketFolly)

Equity analysts’ estimates have been almost 100% too high over the last 25 years.  (Greenbackd)

Lagging or leading indicator?  Mining equipment sold out thru 2011.  (Fortune)

Who falls where on Bloomberg’s highest paid financial CEO list?  (FTAlphaville)

Simon Johnson: Make lobbyists cut their deals out in the open.  (Economix)

Hedge funds were instrumental in taking down the Disney ($DIS) insider trade plot.  (DJMarketTalk)

BP’s oil hole fight and the revenge of the dinosaurs.  (iheartWallStreet)

Several looks at whether the market is buyable again.  (AbnormalReturns)

JPMorgan ($JPM) does a Q & A on what to make of the sell-off.  (PragCap)

A quick market update from Alyx, the Four Digit Dow.  (LOLFed)

NY looking at a $40 million tab to host the first cold weather Super Bowl in 2014.  (NYP)