Hot Links: The Road to Outperformance

Stuff I’m Reading this Morning…

China stocks in a free-fall as inflation fears take over.  (Bloomberg)

Here’s why there’s so much disagreement in the market’s direction.  (DragonflyCapital)

The mind-blowing backstory behind 9/11’s “Falling Man” photograph.  (Esquire)

Steven Place: Think like a lazy fund manager.  (InvestingWithOptions)

The importance of sector selection – since Feb 2007 Staples up 13.5% vs Financials down 66%.  (CrossingWallStreet)

US companies are paying more to CEOs than they are in taxes.  Pitchforks are $19.99, torches 2 for $10.  (Reuters)

What’s the deal with Bill Ackman’s new stake in Citigroup?  (MarketFolly)

The road to outperformance carries with it the danger of serious misses.  (AbnormalReturns)

JC: The dollar is poised to make lower lows.  (AllStarCharts)

A list of competitors Apple has killed or maimed along the way.  (TBP)

Matt Taibbi on the GOP candidates’ hurricane reactions will scare the hell out of you.  (RollingStone)

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

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