My morning reads:

• How Bucket Shops Lured the Masses Into the Market (Echoes)
• Information Technology Dividends Outpace All Others (NYT)
• What really powers innovation: high wages ( see also Growth slowdowns redux: Avoiding the middle-income trap (VOX)
• The Stock Market’s Seinfeld Show (Barron’s)
• Second terms’ impact on stock market (MarketWatch) see also Washington ‘clowns’ set up 42% stock-market drop (MarketWatch)
• A Low Bar for Earnings (Barron’s)
• Keynes, trains and automobiles (The Economist) see also Why do people think economists are charlatans? (Noahpinion)
• The Jets & That Sunk-Cost Feeling (The New Yorker)
• A closer look at 2014 Corvette Stingray: video (Autoweek) see also 2014 Chevrolet Corvette: The Stingray is back (Autoweek)
• Windows 8 Fails To Lift Holiday PC Sales (Information Week)

What are you reading?


Once More, Awaiting a ‘Great Rotation’

Source: WSJ

Category: Financial Press

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

8 Responses to “10 Monday AM Reads”

  1. scecman says:

    Everyone needs to go back and read yesterday’s Reading rec titled “6 Harsh Truths That Will Make You a Better Person”. BR, it was the best, funniest and most accurate column I have read in 10 years! Now lets go out sell some f***in’ real estate!

  2. VennData says:

    GOP eyes gov’t shutdown.

    GOP. Propose your cuts. Publish their details. If you’re so hell bent for cuts, make some suggestions…

    OH! You’re really not. You really want to make Obama propose cuts, that’s really all you want… I see.

    What statesmen. You’re really getting what you want by voting for the GOP, GOP voter.

  3. Rightline says:

    I don’t recall this being posted. Worth the long read IMO….

    What a value! 50% more surprises than Byron wein for the same low price….

    Doug Kass 15 Surprises for 2013

  4. nothing spells “Luxe” (Premium Prices Paid) Branding, like..

    ‘..fanboi meets hoi polloi..’, now That’s ‘a Match made in ______..’

  5. willid3 says:

    usury prohibition for the 21st century?

    some how it seems odd that the GOP is big on being conservative and on being highly christian, but seems to ignore the prohibition on credit and usury.

  6. Joe Friday says:

    2014 Chevrolet Corvette: The Stingray is back

    After the last major revision they had to stiffen the suspension so much to get it to handle even half-way decently that it road like a truck. Hopefully this revision is an actual and not just optical improvement.

  7. willid3 says:

    money spent when we are younger on food…would be better spent on savings?????huh?

    with the just marvelous results of the 2001 and 2003 tax cuts to fall back on, some governors are going to reduce income taxes (or eliminate them all together). and replace them with more taxes on consumers. now maybe its just me but if you are in business, you are selling to some one else. and thats how you make your money. but raising sales taxes to offset the lost revenue will certainly cut your sales. much more than what you might have gotten with the income tax cut. and since you will sell less, you will cut back on employees. some how many dont get the connections as sales generates jobs. its not tax cuts no matter what some seem to think

  8. pintelho says:

    Whoa…that flows chart is crazy! What did all the Wall Streeters go to their Christmas parties and collude that you needed to all be in equities in 2013?

    BR in the previous post you say this may mean a crowded trade…but to me it looks like the bond market is the crowded trade with fewer funds flowing into it…this leads to lower liquidity no?

    When funds flow into a class that’s a good thing…adds liquidity.

    Am I just stupid?