Hot Links: More Fear Please

Stuff I’m Reading this Morning…

Barclays: The cool thing about this earnings season is that companies are beating estimates that were NOT ratcheted down beforehand.  (MoneyBeat)

You know who wants a correction really badly? Buffett. The Oracle now stands atop a record $55 billion cash pile, bat on his shoulder.  (Bloomberg)

Ryan Detrick: We may need some more fear before this correction can be called over.  (YahooFinance)

Goldman’s firing some hedge fund clients now that new regs make them less profitable.  (WSJ)

BlackRock makes the case for Asian stocks.  (ETFTrends)

How Portugal’s Banco Espirito Santo crumbled.  (NYT)

Russian borrowing costs shoot up, another bond sale canceled. That’s called economic justice.  (Bloomberg)

Brett Arends: Deleveraging my ass, US corporations have never had this much debt.  (MarketWatch)

John Paulson is gobbling up shares of this lesser-known pharma company.  (ValueWalk)

BMW is selling four cars every minute this year.  (Quartz)

Patrick O’Shaughnessy: We are ALL factor investors.  (YahooFinance)

Brett Steenbarger: Here’s how to shake confirmation bias.  (TBP)

Morgan Stanley is prospecting amongst lottery winners and lending them money.  (Dealbreaker)

Sick data / chart series: Bull markets, 1871 to present.  (Greenbackd)

Turns out the economy grows faster under Democratic presidents – luck?  (Upshot)

If I ever get drafted, please put me in the Norwegian military with these girls.  (Brigade)

The new book – Clash of the Financial Pundits – now on sale!


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