Hot Links: Spain is Europe’s Florida

Stuff I’m Reading this Morning…

“China’s exports and imports rebounded by more than estimated last month, adding to signs that the economy is stabilizing following a two-quarter slowdown.”  (Bloomberg)

Richard Koo explains why the Fed will need the Treasurys help in unwinding QE.  (BusinessInsider)

David Merkel: Cold industries for value players, hot industries for the momentum crowd.  (AlephBlog)

Bespoke: The best (and worst) performing stocks on earnings this season.  (Bespoke)

Ed Yardeni explains the “accelerator effect”  (DrEdsBlog)

Japanese sales growth is surging.  (PragCap)

And oh yeah – remember when they said “The Japanese will never buy foreign bonds”?  LOL  (MoneyBeat)

How much longer can bull markets run without a ten percent correction? Scott Krisiloff crunches the data.  (Avondale)

Sick chart: The link between R&D spending and stock prices.  (BusinessInsider)

Jeff Matthews: Spain is the Florida of Europe – and like our Florida, the healing is now underway.  (JeffMatthews)

How do you know when a stock is broken?  (PhilPearlman)

Goldman Sachs: These are the 40 cheapest stocks in the market.  (BusinessInsider)

10 Jokes Tech Journalists Make on Twitter  (PandoDaily)

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

REMINDER: Backstage Wall Street is now on Kindle!

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