Hot Links: Reagan 2.0

Stuff I’m Reading this Morning…

Take the European bond yields off the top of your screens and start paying a lot more attention to currencies this year, the game has changed.  (DynamicHedge)

Howard Marks almost never gives interviews – here he tackles deflation, Dow 14,000 as statistical trick and more. Read this or I’ll shoot you in the face. (OutlookBusiness)

Morgan Stanley: Apple could explode across China if only it would roll out a $330 iPhone.  (TheTell)

“Martin E. Zweig, who predicted the 1987 stock market crash and whose newsletters influenced American investors for a quarter century, died yesterday”  (Bloomberg)

Mark Dow on the Policy Bears: “In short, the monetary tables are now turned: it’s not Bernanke who needs an exit strategy, it’s them.”  (BehavioralMacro)

So the Chinese army is hacking the United States. I’m sure its fine, don’t worry.  (NYT)

The Fed’s bond-buying versus the S&P 500 – and some recent confusion from the Fedheads themselves.  (DrEdsBlog)

Robert Reich comes out swinging at the “markets know best” meme re: minimum wage.  (BusinessInsider)

“Today’s Republicans are very good at tending the fire of Ronald Reagan’s memory but not nearly as good at learning from his successes.”  (NYT)

Goldie drops a behavioral finance research report about the biases that render earnings estimates statistically worthless.  (ZeroHedge)

A great list of websites and resources so investors can stay informed.  (DYDD)

eBay rolls out its new Pinterest-esque homepage, provides customized shopping and discovery to 400 million users.  (TechCrunch)

Michael Jordan turns 50. Here’s what it was like to guard him in his prime.  (Deadspin)

Women tend to be too smart to be writing highly certain op-eds.  (FelixSalmon)

Congrats to my friend Joe, the new Executive Editor at Business Insider!  (NYT)

Barry’s getting sick of policing his comments section for trolls and halfwits – but what’s the solution?  (TBP)

The cast and crew of Pulp Fiction take us back twenty years and tell us how the film came to be.  Must read for Tarantino / film fans.  (VanityFair)

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