Hot Links: Contrarian Bets

Stuff I’m Reading this Morning…

“It’s been a bad year for anyone who has prudentially diversified away from a concentrated equity allocation. Nearly everything else has performed abysmally.” (ResearchAffiliates)

Lil Weezy: Why 2014 could be the year the economy breaks out.  (BusinessInsider)

There is reason to believe the real Japanese breakout hasn’t yet occurred, but could soon.  (DragonflyCapital)

Shanghai stocks crushed overnight on banking system liquidity concerns. Again.  (beyondbrics)

WisdomTree launches six new ETFs to play or protect against rising rates.  (ETFdb)

iShares: These were the biggest ETF industry surprises of 2013.  (ETFTrends)

Ben Carlson: Avoid these crippling investing mistakes and you’re results will improve.  (AWealthofCommonSense)

This is how Warren Buffett looks at a balance sheet.  (ValueWalk)

“The best hedge fund managers tend to find profits in short-term, contrarian bets.”  (Bloomberg)

Think about dispersion as a second type of equity market risk in addition to volatility.  (Indexology)

Germans: Not so big with the tweeting.  (TheEconomist)

My book, Backstage Wall Street, available at Amazon

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