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. (BusinessInsider)
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.” (MarketAnthropology)
They convicted the Martoma kid of insider trading. He faces 7 to 10 years in jail. (DealBook)
Neurotic, childish herds of investors race back into bond funds and out of stocks again. (WSJ)
“Investors have now sold $18.6bn worth of EM equities this year, versus a $15.3bn outflow in 2013.” LOLOLOL (fastFT)
How bonds act as ballast in a portfolio. (Morningstar)
Zacks breaks down the current earnings season and pulls out some trends. (Zacks)
Google quietly took a 6% stake in Chinese computer maker Lenovo Group. (Reuters)
Massive overnight plummet in Bitcoin as large exchange halts withdrawals. (BusinessInsider)
Apple’s been buying back loads of stock since its recent earnings disappointment. (WSJ)
The Chinese economic data point that might matter most. (NYT)
My book, Backstage Wall Street, available at Amazon
