Hot Links: Broker Nap Time Posted November 10, 2014 by Joshua M Brown What I'm reading this morning: Ben Carlson on the Dunning-Kruger Effect (A Wealth Of Common Sense) "Event-driven" is like throwing spaghetti at the wall. (Bloomberg) Macro guys who were begging for volatility ended up getting in October - be careful what you wish for (Bloomberg) The only two charts you need to see today re: the stock market and its "belief" in the economic recovery: (Zero Hedge) Meanwhile, it's the best year for non-farm payrolls since 1999! (Calculated Risk) But non farm payrolls and other economic measures do not assure stock gains (Wall Street Journal) Is this the new secular bull market? Barry makes the case. (Washington Post) Remember, stocks almost always rally after the midterms - Yardeni (Dr Ed's Blog) Chinese stocks rallying on the "through train" link between Hong Kong and Shanghai, which is now a week away (Bloomberg) This linkage will change Chinese stocks forever (MarketWatch) Russia and China sign a major new gas deal (Financial Times) Great Investors Think in Terms of Probabilities (Pragmatic Capitalism) Investors who overweight alternatives are frequently fooled by smoothed volatility measures (ETF.com) Merrill Lynch's new plan to regain relevance for the Thundering Herd: Nap time, wheatgrass and on-site gurus. (Reuters) If your broker sends you a "happiness" letter, it may a sign that the account is getting churned (Wall Street Journal) These are the two EM countries you shouldn't go near with a ten-foot pole (which probably means you should and not watch) (The Economist) "Why don't I fight with people on Twitter?" (Quora) Now go talk about it. facebook twitter linkedin Read this next.December 25, 2008 Fun With Math: Williams-Sonoma (WSM)June 15, 2009 The Avon Lady Army AdvancesAugust 9, 2016 Chart o’ the Day: Maybe STFU for a little while?