Hot Links: Don’t Believe the Hype

Stuff I’m Reading this Morning…

All hell breaks loose in the Turkish lira overnight…  (Reuters) and (BusinessInsider)

Let’s check in on Emerging Markets this morning…Yes, still a shitshow.  (ZeroHedge)

The market took a real hit last week, let’s assess the damage and see if it holds any clues as to what’s next.  (DynamicHedge)

I recommend you not miss Meb Faber’s Outlook 2014 piece, which includes some key stuff on valuation.  (MebFaber)

Forbes publishes a Gordon Chang story about China halting domestic bank transfers, which freaks out the market. Then  the story mysteriously disappears!  (Forbes) and (ZeroHedge)

JC on the breakout of old miner equities relative to gold itself.  (AllStarCharts)

Market seers think another taper at Friday’s FOMC meeting is a slam dunk.  (MarketWatch)

Steve Rattner on the American manufacturing comeback: Don’t believe the hype.  (NYT)

Jeff Matthews on the absurdity that is IBM makes for sublime reading.  (JeffMatthews)

Bob Seawright: What I Read.  (AboveTheMarket)

China installed more solar power in 2013 than the US has in its whole history.  (JuanCole)

Also, for the first time ever, a natural gas power proposal has lost to a rival solar big – on cost!  (HuffPo)

Ten types of trolls you meet as a trader on Twitter.  (NewTraderU)

Totes gross: “Greenspan was notorious for working at home in the bath, a habit politely tolerated by his staff. But when Greenspan presented Smith with papers that clearly had been in the tub, she bluntly told him that wouldn’t work.”  (WaPo)

My book, Backstage Wall Street, available at Amazon

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