Hot Links: A Broken Machine

Stuff I’m Reading this Morning…

“The US economy is a broken machine, burdened by an oversized financial sector and policy failures abounding in taxation, trade, and regulation.” (CafeAmericain)

Eddy and I agree on the Cyclicals, they are underperforming and will continue to do so.  (CrossingWallStreet)

Gregor Macdonald on the state of the copper markets and incredibly low production.  (Gregor.US)

Tom Brakke: Be careful about dismissing risk and the false diversification of sister products.  (ResearchPuzzle)

Prieur Du Plessis: Don’t be surprised if emerging markets stocks come racing back from behind.  (Investment Postcards)

John Carney on the failure of hedge fund regulation.  (NetNet)

Kevin Spacey’s Margin Call movie about the financial crash is a “cinematic disaster”.  (Film)

Awesome insights – How technology doesn’t just disrupt, it can resurrect dying industries as well.  (Ivanhoff)

Don’t miss my daily linkfest for financial advisors!  (WSJFA)