
What I'm reading this morning:
- Buffett blows out of his Exxon position, adds a new holding in Deere (ValueWalk)
- Maybe Buffett looks at technicals after all! (yeah, prolly not) (Midnight Trader)
- JANA puked up its energy stocks also (MoneyBeat)
- Buffett and Soros join Tepper & Co in General Motors. How can this thing not work now? (MarketWatch)
- In renewed push for Fiduciary standard, White House says excessive fees cost retirement investors $17 billion a year (Wall Street Journal)
- Don't dismiss the idea of industry momentum, it can actually work (Aleph Blog)
- The Problem With Intuitive Investing (A Wealth Of Common Sense)
- Do Markets Have Memories? (A Wealth Of Common Sense)
- Everyone's hating on Yanis. I say "Play on, playa." (Wall Street Journal)
- Oh great, we're going to spend 2015 fawning over a new startup. This time it's Snapchat of all things. Goddamn it. (Bloomberg)
- Ten Wall Street Pick-up Lines to Avoid (Malice for All)
- Why Active Management Fell Off a Cliff – Perhaps Permanently (TRB)