Hot Links: Primitive

Stuff I’m Reading this Morning…

The market is freaked about Morgan Stanley as CDS trading shows.  (FTAlphaville)

The Dividend Income versus Total Return debate for retirement portfolios.  (InvestWithAnEdge)

The United States is actually 11 countries in one, posits a fascinating new book by Colin Woodard.  (Bloomberg)

Fightin’ Joe Donahue on the State of the Stock Market is not to be missed.  (UpsideTrader)

Cullen: Economically speaking we are following Japan, and now our stock market is as well…maybe.  (PragCap)

Never forget – the final endgame is Greek default, it is only a matter of when, not if.  (HumbleStudent)

The Mongolian stock market, off 40% this year, is still too primitive to take seriously.  (beyondbrics)

Roberto Sinn: “This is NOT a trending market, it is a market caught in a violently oscillating range.”  (StockSage)

In praise of skipping the short-term noisy charts and just focusing on the monthly.  (Buttonwood)

Apple is worth more than the cost of the Civil War – times four!  (ThingsAppleisWorthMoreThan)

Dynamic Hedge: A major market event / opportunity is right around the corner.  (DynamicHedge)

Are robots about to replace me and Kedrosky and Tadas in the linkfest game?  (AbnormalReturns)

Don’t miss my jam-packed linkfest for financial advisors this morning at WSJ!  (WSJFA)

 

 

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