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What I'm reading this morning:

Stuff I’m Reading this Morning…

Wall Street to Investors: Time to Cash In Some Chips (WSJ)

David Rosenberg: Here’s how I’m preparing for the Fed’s next move.  (FinancialPost)

Andrew Thrasher’s weekly technical outlook is always a good primer for the week ahead.  (AThrasher)

ICYMI – my post from this weekend: Yes, biotech is a bubble.  (TRB)

Fine, but bubbles aren’t all bad – biotech bubbles included.  (AbnormalReturns)

Will politics be the thing that pricks the BioBubble in the end?  (UpsideTrader)

Goldman Doubles Down Its Hate On The Best Performing Asset Of 2014: Gold  (ZeroHedge)

Chess looks at the basic materials sector for opportunities.  (iBankCoin)

The Germans are referring to their new property bubble as “concrete gold”. Oh boy.  (BusinessInsider)

Agricultural commodity prices surge to start the year off.  (WSJ)

Is Carl Icahn out of his depth when taking on Silicon Valley’s giants? Or is business just business?  (Pando)

Brett Steenbarger: “The bad news is that the many technical indicators out there really just boil down to a handful of unique variables.”  (TraderFeed)

Morgan Stanley economist: My firm’s clients are too bullish right now.  (BusinessInsider)

Three dangerous economic ideas that policy makers should have ignored. They didn’t.  (Forbes)

Jason Zweig on the trouble with stock buybacks – perverse timing.  (IntelligentInvestor)

Krugman slams Nate Silver’s FiveThirtyEight for the third or fourth time.  (NYT)

Did Hyman Minsky find the secret behind financial crashes? (BBC)

Scarlett Johansson at the Captain America premiere in London. Whoa. (Telegraph)

My book, Backstage Wall Street, available at Amazon

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