Hot Links: Stoopid Bullish

Stuff I’m Reading this Morning…

Q4 GDP:  “The U.S. economy grew at its fastest pace in 1-1/2 years in the fourth quarter, but a strong rebuilding of stocks by businesses and weak spending on capital goods hinted at slower growth in early 2012.”  (Reuters)

Apple Investors Await Dividend Gusher as Cook Ponders Cash Hoard  (Bloomberg)

Ray Dalio drinks everybody’s milkshake in 2011, steers the world’s largest hedge fund to a 23% gain.  (DealBook)

Elaine Garzarelli (yes that Elaine Garzarelli) is back and stoopid bullish on stocks for 2012.  (TrimTabs)

Jeffrey Gundlach: You people in the Ginnie Mae bonds are smoking crack if you think they can’t haircut you.  (Bloomberg)

Truth versus Fiction: Choice quotations from Twain, Ellison and others.  (BrainPickings)

There have been many blog posts about traders needing perspective – but none quite as jaw-dropping as this one.  (bclund)

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



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