Hot Links: Up At Night

Stuff I’m Reading this Morning…

US fund managers selling stocks, raising cash. Equity positions at a five-month low.  (Reuters)

Fightin’ Joe Donahue: Watch the 100-day moving average on the Nazz, S&P.  (UpsideTrader)

Andy Thrasher’s weekly technical take on the major indices / sectors is always solid.  (AThrasher)

A big sector rotation took place in March, does it stick?  (Bespoke)

Why Alibaba is buying shopping malls while Facebook buys virtual reality goggles.  (Quartz)

Is Abenomics working?  (FTAlphaville)

What keeps you up at night? For me it’s the fact that the .00001% top wealthiest households are really pulling away from the .001%.  (TheAtlantic)

Where can profit margins possibly go from here?  (PhilosophicalEconomics) and (DrEdsBlog)

ICYMI – My read on where the market stands, one quarter of the way through the year.  (TRB)

…also, re: the rigged stock market Michael Lewis spoke about last night.  (TRB)

Speaking of Michael Lewis, check out The Wolfhunters of Wall Street.  (NYT)

How big of a muppet are you? Let’s see if you buy this:  (ETF)

My book, Backstage Wall Street, available at Amazon

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