Hot Links: Activist Bubble

Stuff I’m Reading this Morning…

Lil Weezy: The new economic data is showing a nice rate of improvement.  (BusinessInsider)

I was on Fast Money yesterday with Ivy Zelman, who is fantastic on housing.  Here’s Bill McBride’s assessment.  (CalculatedRisk)

Allan Roth: “The market is almost 90 percent professionally advised; so to pay one professional a lot of money to outsmart another professional is statistically very unlikely to work.”  (IndexUniverse)

When adjusted for inflation, moreover, the Dow is still 9 percent below the previous all-time high hit on Oct. 9, 2007.  (AlephBlog)

ADP’s track record of foreshadowing NFP each month is improving.  (BusinessInsider)

Just what we needed – an activist investor bubble!  (247WallStreet)

For some reason, real estate brokers haven’t been killed by the internet – if anything it’s helping them.  (BusinessWeek)

At SXSW this year, everyone is so over apps. Now it’s more about which ones you’re deleting than downloading.  (AllThingsD)

Once upon a time Bill Ackman and David Einhorn were boys with each other, but not anymore.  (Dealbreaker)

Don’t miss The Takeaway, my daily linkfest for financial advisors (InvestmentNews)

If you’re in NYC on April 25th, you are NOT going to want to miss STANY this year!  (STANY)

REMINDER: Backstage Wall Street is now on Kindle!

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