Hot Links: Lurking

Stuff I’m Reading this Morning…

Cullen Roche:  “It’s a good thing that we often focus on the negatives in our world.  That makes us more likely to make improvements, resolve problems and avoid the same problems in the future.”  (PragCap)

This week is all about Janet Yellen’s first congressional testimony.  (BusinessInsider)

What If Germany Is Booming and Nobody Noticed?  (Bloomberg)

China’s IPO market is slowly cranking back up after the government-enforced freeze.  (MoneyBeat)

George Soros just had his 2nd best year ever, earning $5.5 billion in profits and replacing Dalio as the all-time biggest money-making fund.  (FT)

John Hempton on growth stock valuations and Marc Andreessen’s theory of public company shareholders.  (BronteCapital)

Ritholtz’s annual ritual of coming clean on some bad calls.  (WaPo)

Twitter / StockTwits displacing television and conference calls as the preeminent way to get instant earnings analysis.  (BreakingCall) and (TomKeene)

Tim Armstrong (AOL) decides to be a human being for a few minutes.  (NYT)

The Bitcoin exchanges really seem to have their shit together.  (BusinessInsider)

Herb Greenberg: In praise of silent lurking on Twitter.  (LinkedIn)

Eddy on Sir John Templeton – whatever you do, don’t miss this:  (CrossingWallStreet)

Five smart things Under Armor has done to win big vs Nike and Adidas.  (Wonkblog)

Barclays data breach – thousands of the bank’s customers have their info sold as leads to rogue brokers.  (DailyMail)

The Walking Dead creator tells us what to expect as the new season gets underway.  (Underwire)

In celebration of the Beatles’ 50th anniversary, here are the business lessons we can take away from their story:  (Amazon)

My book, Backstage Wall Street, available at Amazon