Hot Links: Everything Boom

Stuff I’m Reading this Morning…

Killer piece from Neil Irwin: Welcome to the Everything Boom – assets are scarce and there’s money everywhere.  (Upshot)

Tim Harford: Lamentations about the lack of volatility are premature – this is what normalcy feels like.  (TimHarford)

Ed Yardeni: Here comes the Fourth Phase of the bull market – this is the part where we all get naked and blow lines off of CD cases.  (DrEdsBlog)

My “Relentless Bid” theory got a mention in this MarketWatch explainer about why trading volume is tumbling.   (MarketWatch)

All of a sudden, Apple’s hot again and Tim Cook is the man. Funny how that happens.  (WSJ)

What’s the worst thing that could happen on Wall Street? How about a run on bonds?  (BusinessWeek)

The trouble with using traditional multiples to asses the stock market in the short term.  (ETF)

Allan Sloan’s swinging a two-handed battle axe here – Positively Un-American Tax Dodges.  (Fortune)

RIP Cupcake Bubble (this one we were all right about) – Crumbs closes 49 stores and goes bankrupt.  (WSJ)

Congrats to Cullen Roche on the release of his new book today, Pragmatic Capitalism!  (PragCap)

Classic Rock is dying out, a FiveThirtyEight investigation!  (FiveThirtyEight)

This is the first-ever issue of the Wall Street Journal, published yesterday in 1889!  (WSJ)


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

 

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