“It is the man who carefully advances step by step, with his mind becoming wider and wider … who is bound to succeed in the greatest degree.” – Alexander Graham Bell Take your time. Keep reading and thinking and meeting people and learning all you can from your work and your experiences and interactions. Keep…

I’ve heard just about all of the great investors of our time speak by now and suffice it to say that the bar for me to be impressed is pretty high. But PIMCO’S CEO and Co-CIO Mohamed El-Erian was spectacular this morning at the 2013 Investment Summit in New York City. In my mind, no…

Source: CNBC

  Source: Value Walk

Your morning financial links, expertly curated.

Welcome to the rest of 2013. I certainly hope you’ve made some money in the first five months of the year (which was not hard to have done), because the environment seems to be changing. Before I continue, I want to remind you that this is a forecast-free blog, we only discuss what is happening…

Big show tonight, starting with an interview with Jon Hilsenrath re: today’s Fed testimony and minutes. Enjoy!

I love this so much I had to nick it from my friend Cullen’s site. You’re not completely immune to this kind of behavior nor am I, keep it real. The key is to recognize this happening and to be bigger than it, above it: In 2009 buy and hold died. Almost everyone became a…

Put it this way, this is not the sign of a bottom or a young bull market… From Barron’s: Major hedge funds are reportedly buying, or have bought, massive amounts of Standard & Poor’s 500 index calls in the over-the-counter options market. The calls would increase in value if the index, now at about 1,664,…