Hot Links: The Curse

Stuff I’m Reading this Morning…

500 financial advisors surveyed, these are their clients top five concerns, in order:  (BlackRock)

Tadas on whether diversity really leads to alpha.  (AbnormalReturns)

Jeff Kleintop on “the two year curse”  (LPL)

A look at relative strength by sector.  (Bespoke)

Ben White: How Washington Beat Wall Street  (Politico)

Gavyn Davies: How to detect a market bubble.  (FT)

How susceptible are developing country markets to the reversal of QE policy? New study finds a mathematical answer.  (Econbrowser)

Silver still looks like shit.  (DragonflyCapital)

Thank you to RIA Biz for including me in their top ten blogger list.  (RIABiz)

ICYMI – my stock market debate with Henry Blodget really took off this week, watch it if you haven’t yet (and be sure to agree with me).  (YahooFinance)

Area hedge fund manager flees East Hampton  (Observer)

My book, Backstage Wall Street, available at Amazon

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