Hot Links: Mental Disorders

Stuff I’m Reading this Morning…

Euro Zone GDP numbers came out overnight – all the action here:  (MoneyBeat)

Barclays: EM stocks are cheap, here’s the proof:  (PragCap)

Bill Ackman has raised the stakes in his Herbalife bet.  (NYPost)

What should we make of continuously falling earnings estimates for the S&P?  (ValueWalk)

I could have told you this – New study concludes that falling stock prices lead to increased hospitalizations for mental disorders.  (PsyPost)

“a large portion of China’s $1.8 trillion in trust products may be headed for default this year”  (Quartz)

Why the Comcast / Time Warner deal should be blocked.  (NYMag)

Nasdaq opening up an exchange for shares of private companies to trade.  (BusinessWeek)

A technician’s take on Stocks vs Bonds at the current moment.  (AllStarCharts)

Ben Carlson: The most overused analogies in finance.  (AWealthofCommonSense)

Vitaliy Katsenelson: Why I love Amazon but I won’t buy its stock.  (InstitutionalInvestor)

Over the last 114 years, half of all bear markets took place without an economic recession.  (StockTradersAlmanac)

Windhaven’s 3 Principles of Risk Management.  (

The real Clicks n’ Mortar – How about a tour of Eric Schmidt’s new $22 million Hollywood mansion?  (Forbes)

Charlie Munger’s “weird” little newspaper company.  (Bloomberg)

You may have seen Mark Axelowitz—a managing director at UBS Private Wealth Management—on television before.”  (BusinessInsider)

Pandora will start targeting political ads based on the music you listen to. Not sure how they’ll interpret my “Dead – Nugent” station.  (WSJ)

Sports Illustrated revealed the Swimsuit Issue cover last night. It’s quite a thing.  (SportsIllustrated)

My book, Backstage Wall Street, available at Amazon

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