Hot Links: Welcome to Omaha

Stuff I’m Reading this Morning…

13F’s are rolling in, here’s what Paulson, Buffett, Icahn, Ackman and Einhorn have bought and sold:  (WSJ)

We’re getting closer to tap-and-pay cellphones.  (GigaOM)

Jonathan Hoenig on how to bet against bonds.  (SmartMoney)

OpenTable has been one of the hottest stocks in the universe, here are the bull and bear cases.  (FelixSalmon)

John Crudele: Bond market is laughing at Bernanke’s QE2 attempt.  (NYP)

Even the gods of investing hit cold streaks.  (HowardLindzon)

Must-read for tech traders – consolidation in the storage space is far from over.  (DealBook)

“Welcome to Omaha, Todd Combs”.  (Fortune)

Evan Newmark with some no-brainer deficit fixes.  (MeanStreet)

Don’t get to excited about the stock market’s “wealth effect”.  (TBP)

Eminem goes from the brink of death to being (once again) the biggest rapper of the year.  (RollingStone)