Emerging markets and Overseas have been phenomenal…for the Great American companies selling into them.
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Hot Links: a Bone to Pick
Read Hot Links, work, go to bed, repeat.
South Park Does Steve Jobs
Video.
Thirty Two New ETFs in Three Days
Somebody’s just brought the ETF Sampler Tray to our table, I hope you guys have a big enough appetite…
Quick Comment on the Barron's Big Money Poll
The big money managers are bullish in this weekend’s Barron’s.
Where Have All the Brokers Gone?
I have a piece up at Wall Street Journal today about the “dangerous stockbroker shortage” that is currently threatening America.
Joel Greenblatt: Value Wins
Video.
$65,800,000,000
OK, $65.8 billion. So?
Hot Links: The Head of the Snake
Your morning links, served fresh daily.
Become a Macro Strategist in Five Easy Steps!
“The old men who are going to be your primary readers are really, really into war imagery…”
