
What I'm reading this morning:
- The euro hits a four-year low this morning (MarketWatch)
- Good Times Teach Only Bad Lessons (LinkedIn)
- John Gapper on Shake Shack vs McDonald's (guess which one Ray Kroc would better understand) (Financial Times)
- How do you escape economic stagnation? Drop the ideology and TRY EVERYTHING (Project Syndicate)
- Chaos in Corporate America: New Accounting Rules to Disrupt Every Industry (Dark Bid)
- Fred Wilson's 11 Tech Predictions for 2015 (A VC)
- Rick Ferri's portfolio changes for 2015 (Rick Ferri)
- The Economist gets its list of the top 25 most influential economists wrong (FiveThirtyEight)
- AEP: The year of dollar danger for the world (Telegraph)
- Can active stock picking funds make a big comeback in 2015? (wait, I thought that was supposed to happen last year?) (MarketWatch)
- Meb Faber: How did CAPE Ratio do last year? (Meb Faber)
- Wall Street's strategists weren't nearly bullish enough on 2014. (MoneyBeat)
- Last 2014 related thing I'll post, but Jeff Miller's Hot or Not was decidedly hot (Dash Of Insight)
- In 2014 I Learned That... (TRB)