
What I'm reading this morning:
- Another drop for jobless claims this morning (Bloomberg)
- Jim O'Neill (of BRIC fame) has three good reasons to be bullish on China this year (Bloomberg View)
- The Race to Negative Yields: Historic Action in the Bond Market (Charlie Bilello)
- Here's what Jeff Kleintop is paying attention to in 2015 (Schwab)
- Five Smart Beta Predictions for 2015 (iShares)
- You've got to be f***ing kidding me: "The majority of money gathered by Gross’s new fund at Janus Capital Group Inc. came from the same Morgan Stanley brokerage where his personal financial adviser works" (Bloomberg)
- Three things Warren Buffett expects of his all-stars (Business Insider)
- Should you currency-hedge your foreign stock exposure with ETFs? (ETF.com)
- Morgan Stanley's picks and pans in the asset manager stocks (ValueWalk)
- Greg Guenther says solar stocks look like they're in big trouble (Midnight Trader)
- Seth Godin on Logo vs Brand (Seth Godin)
- New to investing? Check out Liftoff! (Liftoff)