How’s it going so far? I’ve saved about three dozen atrociously allocated retirement portfolios in the last few years where gold holdings out-weighed productive assets (like stocks and bonds) by 2-to-1 or more. I’ve taken accounts away from every single hyper-inflationist and deflationist celebrity doomer you can name. I consider it my sacred duty to…
Hot Links: Save the Rally!
Your morning financial links, expertly curated.
Best. Billie Jean Cover. Ever.
Video.
Private Clients are Buying While Hedge Funds Sell
Right now there’s a bit of a tug-o-war between what private clients and what hedge funds are doing about the recent patch of volatility we’ve seen in the stock market. Savita Subramanian’s quantitative research group at Bank of America Merrill Lynch does a really great job with their weekly equity flow reports. The firm breaks…
The Notorious Ber-Nan-Ke
Cartoon.
Clips from Tonight’s Fast Money
Video
Clips from Today’s Fast Money
We were live from the NYSE for Fast Money Halftime today, highlights below!
Wolf of Wall Street Trailer Hits!!!
Video.
Data Watch for this Week
Basically, wake me up Wednesday around 1:30 Eastern. All else can be safely ignored. Source: BAML
Chart o’ the Day: How’s this for correlation?
Chart