Hot Links: Shortie’s Revenge

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What I'm reading this morning:

Stuff I’m Reading this Morning…

Hilsenrath sees the taper continuing at the January 29th Fed meeting.  (MarketWatch)

Deutsche Bank dropped a bomb on investors over the weekend.  (StockTwits)

Will 2014 see the reemergence of the short-sellers? Will they have pasty-white skin and bad teeth after so much time underground?  (BusinessInsider)

Animal Spirits return around the globe.  (Bloomberg)

Jeff Gundlach’s outlook for 2014.  (AdvisorPerspectives) slides here: (DoubleLine)

Wear a three-piece suit each day and work 100 hours a week to demonstrate how important your job must be. Or kill yourself, up to you.  (NewYorker)

Bob Shiller op-ed: Hard to believe there’s still ongoing support for “rational” economic models after everything we’ve seen.  (NYT)

Warren Buffett chases performance too: Both Berkshire protege stockpickers beat the S&P last year, are rewarded with $7 billion each to invest.  (WSJ)

Speaking of Berkshire, could a dividend finally be in the cards after fifty years without one?  (FTAlphaville)

Is it time to turn our ideas about asset allocation completely upside down?  (Alphabaskets)

Non-traded REITs are for dumbasses.  (ValueWalk)

The richest 85 people in the world control the same amount of wealth as the bottom half of all human beings. Sounds about right.  (Guardian)

My book, Backstage Wall Street, available at Amazon

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