What I'm reading this morning:
Stuff I’m Reading this Morning…
Quick! Read Matt Boesler’s January jobs report preview, number hits at 8:30 am ET. (
Erik Swarts: “The bottom line these days is that monetary policy is very much a coordinated group effort and that any short-term gains realized by one region would benefit no one in the long run – if the greater efforts failed at the exit.” (
They convicted the Martoma kid of insider trading. He faces 7 to 10 years in jail. (
Neurotic, childish herds of investors race back into bond funds and out of stocks again. (
“Investors have now sold $18.6bn worth of EM equities this year, versus a $15.3bn outflow in 2013.” LOLOLOL (
How bonds act as ballast in a portfolio. (
Zacks breaks down the current earnings season and pulls out some trends. (
Google quietly took a 6% stake in Chinese computer maker Lenovo Group. (
Massive overnight plummet in Bitcoin as large exchange halts withdrawals. (
Apple’s been buying back loads of stock since its recent earnings disappointment. (
The Chinese economic data point that might matter most. (
) NYT My book, Backstage Wall Street, available at Amazon
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