Hot Links: Worstest Trade Ever

Stuff I’m Reading this Morning…

All eyes on the Spanish ten-year this morning, the fireworks have begun.  (MarketBeat)

A close look at Whitney Tilson’s latest portfolio holdings yields quite a few surprises.  (ZeroHedge)

Morgan Stanley’s desperate attempt to be bullish on China stocks.  (AlsoSprachAnalyst)

But Deutsche Bank is all like “No, dude, Chinese stocks are cheap for a reason – the growth model is broken.”  (beyondbrics)

The iPhone 5 will have a 4 inch screen vs the current 3.5 inch one.  And I’m a total size queen so you know I’m upgrading.  (WSJ)

Facebook just bumped up its offering size.  Again.  This time by 25% more shares.  (SEC)

Here are the hedge funds that are profiting from JPM’s Worstest Trade Ever.  (TermSheet)

Speaking of JPM, if this is true then I just give up. Fuck it, man, I’m going to a cabin in the woods to write children’s books.  (DealBook)

“Not only is the 2012 smartphone owner downloading more apps, they are increasingly spending more time using them vs. using the mobile web — about 10 percent more than last year.”  (NielsenWire)

Joe Fahmy: 7 Reasons I’m Sitting in Cash.  (JoeFahmy)

Wait til you hear about the massive series of fundraising parties Obama has planned for the Charlotte convention.  (Politico)

The 8 craziest prom stories of 2012.  (TheWeek)

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




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