
What I'm reading this morning:
- ALERT: IMF slashes global growth forecast (Bloomberg)
- Morgan Stanley blows the quarter on weak trading results (DealBook)
- European stocks ripping ahead of the big ECB QE meeting (MarketWatch)
- Hilsenrath: The Fed's still raising rates this year, guys. (Wall Street Journal)
- Why 2015 May Not Be A Lock For the Bulls (AThrasher)
- GLD is up 8% this year, one of the top performing asset classes of 2015 (ETFTrends)
- Early January's stock market action is predictive of nothing. (Statistical Ideas)
- China attacks the problem of excessive margin in brokerage accounts (Wall Street Journal)
- What did we learn about bonds in 2014? (Advisor Perspectives)
- Google fixin' to throw Elon Musk a billion for SpaceX (Wall Street Journal)
- Defensive strategies shining amidst the return of market volatility (Indexology)
- Milton Friedman Might Have Won the Battle, but he’s Losing the War (Pragmatic Capitalism)
- How NYPD cops really feel about de Blasio (Gawker)
- Albert Edwards: I predict a riot (ValueWalk)