Hot Links: Monster Year

Stuff I’m Reading this Morning…

Erik Swarts – He’s getting lonely, but he’s sticking with his bearish blow-off top thesis.  (MarketAnthropology)

The new Wall Street: Bitchslapped by the reality that shuffling money around isn’t all that important at the end of the day.  (DealBook)

A monster year for VC: “$6.9 billion went into 997 VC deals in Internet-specific over the course of 2011, an increase of 68 percent in dollars and 24 percent in deals from the previous year.”  (GigaOM)

Goldman’s bonus day: “It’s a bloodbath. People are trying to put on a strong face but there are a lot of clenched jaws.”  (CNBC)

Is Apple worth more than Greece?  My god, I think it is!  (CNNMoney)

Tom Brakke: Don’t be afraid to allow contrary opinions in on your research process.  (ResearchPuzzle)

How to avoid becoming the next Kodak.  (MarketWatch)

Krugman on why Mitt is dancing around his own taxes.  (NYT)

China tells its five largest banks they can start lending again.  (Bloomberg)

Remember that diamond break-down pattern in the Q’s everyone was worried about?  (PriceActionLab)

Spurious correlation of the day: The higher your IQ the more likely you are to own stocks.  (CrossingWallStreet)

Seth: “There is important work for you to do where no proof is available.”  (SethsBlog)

The adventures of Tommy Humphreys continue – When Canadian gold miners invade Europe.  (TommyHumphreys)

David Bowie, just doing normal shit like answering the phone and whatever.  (Retronaut)

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




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