Infograph (home made)

41% of Americans said the economy is “getting better”

Infograph.

Infograph.

How I’m playing this tape right here, right now.

Your morning linkage.

Emerging Markets Junkies, here is that dip you’ve been waiting for… The one-way trade of the last 18 months has finally seen a reversal of flows – money is now being yanked out of the BRICs at an increasing pace. From USA Today: Investors are fleeing emerging markets funds — which may in itself push…

Expect these changes at AOL when Arianna takes control.

My latest idea is for a Groupon-like service in which traders and investors across the country can band together and be issued deeply-discounted shares in a stock.

Nothing can be more damaging to a portfolio than emotional decision-making and nothing engenders more emotion than politics.