Hot Links: Enough Already

Stuff I’m Reading this Morning…

Cam Hui: Discussing one’s investment process does not constitute offering advice.  (HumbleStudent)

BlackRock fixed income chief on the Fed’s QE: “Enough already.”  (TheTell)

Another take on Sell in May from Dan Greenhaus via the Weez.  (BusinessInsider)

Is Jeff Gundlach a leading indicator?  (InvestmentNews)

Russ Koesterich: Yes, last week’s data was disappointing, here are three actions you can take.  (iSharesBlog)

Japan is the most interesting story in economics right now ever.  (WaPo)

Nouriel and Jim Rickards have a Twitter bitchfight over gold.  (BusinessInsider)

John Crudele: “Ben Bernanke must go. But he is also indispensable.”  (NYP)

American Civil Engineers Society gives the nation a grade D on our infrastructure – are our bridges really falling down?  (Bloomberg)

Has Facebook’s billion-dollar purchase of Instagram a year ago paid off?  (CuriousCapitalist)

Bob Seawright on the nature of randomness.  (AboveTheMarket)

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

REMINDER: Backstage Wall Street is now on Kindle!

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