Hot Links: This guy…

Stuff I’m Reading this Morning…

re: Obama’s economic remarks from the SOTU address last night.  (TalkingBizNews)

Mr. Market is (still) Wrong About Apple  (FelderReport)

Why nothing Apple does will ever be good enough.  (Wired)

The analyst who was managing Bill Ackman’s Herbalife short position has left Pershing Square.  (NYP)

Great run of asset class and market charts from Nick at (BarbarianCapital)

The new king of earnings forecasts explains why guidance will never be as important as reported results.  (LeighDrogen)

Stephen Roach is another Economic Recovery truther.  (ProjectSyndicate)

Carl Richards savages market-timing.  (BucksBlog)

Everyone agrees emerging markets are cheap – why won’t anyone buy them?  (MichaelSantoli)

Oh, maybe because the media is calling them “The Fragile Five” and their governments / economies are melting down.  (NYT)

Some pre-FOMC thoughts via Dutch Book, worthwhile perspective here.  (StoneStreet)

The “napkin notes” dad thing made me squeeze out a tear, I ain’t gonna lie.  (Mashable)

Atlanta’s 24 hour citywide traffic jam is hilarious.  You know, if you’re not it. (BusinessInsider)

Barry crushed it on The Daily Show last night!!!  (ComedyCentral)

Something I wrote about timing your blog posts.  (InvestmentNews)

This guy —–>  (NYMag)

My book, Backstage Wall Street, available at Amazon

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