Hot Links: Take One for the Team

Stuff I’m Reading this Morning…

Citi’s commodity team is out with a very provocative call on oil: Demand Growth – The End Is Nigh.  (FTAlphaville)

Massive short-positions materializing in these popular dividend stocks.  (247WallStreet)

Apple has a really tough spring and summer ahead of it, but with innovation and new products on the other side.  (AllThingsD)

Greggy with a warning on the muni bond ETF price action.  (DragonflyCapital)

Krugman: “Cyprus should leave the euro. Now.”  (NYT)

Matt Levine’s interesting plea re: CalPERS remaining active investors boils down to “take one for the team.” I think…I don’t know, he’s so sophisticated I sometimes have to read his thingies twice.  (Dealbreaker)

A reminder on stock market psychology, from G.C. Selden a hundred years ago…  (RiskReversal)

The best financial-crisis-in-the-making indicator? Massive inflows of foreign money.  (TBP)

How bad is Jeff Loria (Marlins), the worst owner in baseball?  (Buzzfeed)

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

REMINDER: Backstage Wall Street is now on Kindle!