Hot Links: Sleeping Giant

Stuff I’m Reading this Morning…

November Non-Farm Payrolls comes out this morning at 8:30 am. It will be the most important jobs report of all time, as usual. The only preview you need is here:  (BusinessInsider)

Commodities suck, time to buy?  (FT)

Everyone calls bullshit on Mulally not joining Microsoft.  (Barrons)

Sheila Bair looks at the $4.1 trillion BlackRock and sees nothing but systemic risk.  (Fortune)

Is the sleeping giant finally awakening? Some ETFs to play China with.  (ETFTrends)

Stop giving yourself opportunities for failure.  (AbnormalReturns)

Richard Bernstein’s latest:  The biggest themes of 2014.  (BusinessInsider)

On the insanely competitive guest-booking environment on financial TV (who the f*ck are these guests that are being fought over? I can’t even imagine.)  (BusinessInsider)

Top Ten Highest Paid CEOs of 2013 (TIME)

For a trader, Jerry sure knows an awful lot about how the economy works. Great primer here:  (ArmoTrader)

Meb Faber unpacks a well-known quantitative sector rotation model, is impressed with its simplicity.  (MebFaber)

Jon Stewart vs Blackstone is kind of interesting…  (Fortune)

Nelson Mandela Becomes First Politician To Be Missed (Onion)


My book, Backstage Wall Street, available at Amazon

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