by the way…

Some quick afternoon links to take you into the weekend…

Warren Buffett was dead right about stocks five years ago, but oh how he was mocked.  (WSJ)

Morgan Housel: Don’t worry to much about being more intelligent, focus instead on being less stupid.  (MotleyFool)

All of a sudden Oracle shareholders give a shit about Larry Ellison’s pay package…  (DealBook)

Joe Terranova gives you the 30,000 foot view of the markets heading into November.  (Virtus)

Sean Darby (Jefferies) isn’t terribly worried about the market’s CAPE ratio  (BusinessInsider) contra: (WorldBeta)

The flows into stocks and out of bonds are verging on a sell signal – BAML  (TheTell)

Brazil is being colonized by China – and they’re not thrilled about it.  (Quartz)