Hot Links: We’ve Been Waiting

Stuff I’m Reading this Morning…

“Goldman’s Top Economist Just Made The Call We’ve Been Waiting 5 Years To Hear”  (BusinessInsider)

The small business optimism survey just smashed through 96.6 – a level it hasn’t seen since 2007.  (RealTimeEconomics)

Small caps help extend the rally.  (StockCharts)

Greg Harmon: How I read sentiment.  (DragonflyCapital)

Buffett’s about to H.A.M. into solar and wind energy!  (BusinessInsider)

Mohamed El-Erian: What if the Fed has created a bubble (again)?  (BloombergView)

Matt Levine: The Vix is broken.  (BloombergView)

Wall Street is super-bored.  (BusinessInsider)

Meanwhile, the financial services sector in India is super-excited.  (beyondbrics)

On the explosion in leveraged loans investing.  (Indexology)

Time Warner wants to give Vice Media more than $2 billion.  (SkyNews)

For the first time since 2008, MetLife is able to buy back stock.  (Bloomberg)

 Financial advisors help their clients’ kids plan their weddings. Not me. Other financial advisors. (InvestmentNews)

How to win an argument.  (FarnamStreet)

“If you try to delight the undelightable, you’ve made yourself miserable for no reason.”  (SethsBlog)

The new book – Clash of the Financial Pundits – now available for pre-order!