Hot Links: Solar Boom

Stuff I’m Reading this Morning…

Jeff Saut: BTFD is still the only game in town.  (BusinessInsider)

Ed Yardeni: Don’t be mistaking dips for corrections.  (DrEdsBlog)

Home Depot up 3 sticks in the pre-market on a rockin’ earnings report.  (YahooFinance)

European stocks back at 3-week highs now that everyone hates them again.  (MarketWatch)

Solar Boom Driving First Global Panel Shortage Since 2006 (Bloomberg)

US corporate taxes aren’t that bad. – Sorkin  (DealBook)

Mohamed El-Erian: How to survive a secular stagnation.  (BloombergView)

Digging up an old letter from Google’s founder on the ten-year anniversary of their IPO – did they accomplish their mission?  (WSJ)

Quantifying the impact of performance-chasing.  (TBP)

10 High-Conviction Purchases by the Ultimate Stock-Pickers (Morningstar)

Famed SNL announcer Don Pardo dies at 96(!), but what a voice!  (Crains)

This is the heroic insurance salesman who blew the whistle at MassMutual and was compensated by the SEC.  (NYT)

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