Stuff I’m Reading this Morning…
Good news everywhere this morning, from jobs to manufacturing to Italy… (NYT)
Fitch downgraded all the big US and European banks last night. (Bloomberg)
Jeffrey Gundlach’s portfolio confounds Morningstar analyst. Why am I unsurprised? (EconomicMusings)
Two extremely bearish previews of Europe from hedgies Bass and Platt. (Bloomberg)
Over in the Mixtape, Dinosaur Trader crushes one out of the ballpark: (Mixtape)
Batman gets eat up by the Chinese police. (TheAtlantic)
James Altucher: Lessons learned from poker. (AltucherConfidential)
Is it time for Bill Gross to disappear? (24/7WallStreet)
Christopher Hitchens passes away at 62, “the Cicero of the saloon bar”. (Telegraph)
Don’t miss my daily linkfest for financial advisors this morning. (WSJFA)
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