Links, y’all.

Video.

Former mutual fund manager-turned-investment advisor Wade Slome (Sidoxia) had some pretty sharp words for Pimco and its media manoeuvrings on his Investing Caffeine blog this morning.

Talking to investors recently, I have noticed a very specific sentiment change. I can’t say whether September 30th brokerage statements were the trigger, but they are aware of the relentless drum beat of new highs and they want to be a part of it.

A new poll says consumers will spend less this year than last year on holiday shopping. I say false.

Goldman upgrades Citi, the four quadrants of earnings reactions, Pimco as “downhill marathon machine”, rules for when you have to deal with Wall Street and more. Much more.

Happy birthday to the iPod, the most game-changing piece of technology of the last decade.

The New Jersey Treasurer estimates its unfunded liabilities relating to lifetime health benefits for current and retired teachers is $36.32 billion.

“We owned most of their debt, so now they work for us.”

In case you missed this the other day, I found a note from some guy who’s apparently taken a bit too much advice from the permabear camp. Enjoy!