Hot Links: True Deciders

Stuff I’m Reading this Morning…

Putin talking reckless, basically he’s like “We do whatever we want, your sanctions are hilarious.”  (CNN)

Morningstar reassess what they think about PIMCO given all the baby mama drama this winter.  (Morningstar)

The Barclays Mafia is back in business – $53 million in bonuses for the top 12 execs, while layoffs are planned for the rank-and-file.  (Bloomberg)

Hedge funds are the true deciders of where gold’s price goes.  (KidDynamite)

Pairs trade idea from Greggy: Buy copper, sell gold.  (DragonflyCapital)

That Jonny Ive interview in TIME everyone’s talking about.  (TIME)

Why are we valuing Yahoo’s core business at less than nothing?  (BloombergView)

The small cap valuation premium over large caps is fairly ludicrous at this point.  (FocusOnFunds)

36% of US adults have less than $1000 saved for retirement. I’ll give you one guess about who’s going to pay for this…  (USAToday)

When you crash a huge real estate development project and owe a lot of people money in China, you don’t just get a slap on the wrist.  (Bloomberg)

That one time where Hank Paulson told the story about how Russia tried to get the Chinese to help them crash our economy.  (BBC)

Three rules to make sure economic data aren’t bunk.  (FiveThirtyEight)

Nirvana 20 years later: an oral history with the people who were there.  (GQ)

Hilarious Japanese translations of Hollywood movie titles.  (RocketNews24)

My book, Backstage Wall Street, available at Amazon

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