Stuff I’m Reading this Morning…
National Association of Business Economists (NABE) survey: “expectations for hiring over the next 6 months rose to the highest level since 2006.” (CNNMoney)
Goldman: The Fed may need to buy $4 trillion worth of assets just to get the economy rolling. No biggie. (Fortune)
Expect a burst of rushed spending in China as local governments have too much money on hand. For serious. (FTAlphaville)
The Mom-and-Pop retail investor is back, moving out of bonds into stocks. (AOLDailyFinance)
Shareholder activists to wage war over the relocation costs of corporate executives. (WSJ)
Goldman ♥’s Citi – C added to conviction buy list, target 5.50. (NotableCalls)
Your guide to the four quadrants of earnings reactions. (MercenaryTrader)
Psst – wanna know why Pimco is a “downhill marathon machine”? (InvestingCaffeine)
Psst – wanna know a lot of stuff about Pimco’s Bill Gross? (Globe+Mail)
“15 Inviolable Rules for Dealing with Wall Street” – epic. (TBP)
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