Hot Links: The Stock Versus The Flow

Stuff I’m Reading this Morning…

Stock versus Flow: “UNLESS THE FED IS ACTIVELY ENGAGING IN MONETIZATION AT EVERY GIVEN MOMENT, THE IMPACT FROM EASING DIMINISHES PROGRESSIVELY, ULTIMATELY APPROACHING ZERO AND SUBSEQUENTLY BECOMING NEGATIVE!”  (ZeroHedge)

Eurozone crisis: Greece faces an agonising election choice  (Guardian)

Secret polls indicate an election victory for the pro-bailout New Democracy party, Greek stocks go banoodles.  (BusinessInsider)

The Sarge: “German Chancellor Angela Merkel spoke at the Bundestag this morning, and pretty much threw debt sharing right out the window.”  (MarketRecon)

Felix Salmon: Avoid the fear-mongering over Target2, it’s not what you think it is.  (Reuters)

Chapter 1 of The Alpha Masters free on Scribd – Meet Ray Dalio.  (Scribd)

Citi technician sees a high dollar, lower euro, flatter yield curve and a stock market sell-off.  (BusinessInsider)

Did an improper foreclosure cause the suicide of Mr. Norman Rousseau?  (NakedCapitalism)

Europe’s recession is fucking up China’s soft landing.  (PragCap)

Not every political sex scandal is the man’s fault. Sometimes the temptation just cannot be passed up.  (Politico)

Nokia: How are things going at the “burning platform” these days? Not good, you guys.  (TheAtlantic)

How a “super-nerdy” paper from an undergrad at Stanford may turn the NBA upside down.  (GQ)

So we’re gonna have an Ethan Hawke comeback now? I guess he deserves one, sure why not?  (VanityFair)

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