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Stuff I’m Reading this Morning…

Cullen Roche: Living in a Macro World and the effect on stocks.  (PragCap)

Strategists haven’t been this bearish on stocks since 1985.  (TBP)

Asian PMIs were ass.  (beyondbrics)

On Milton Friedman’s 100th birthday, a look at why he would’ve hated Bernanke.  (ArmoTrader)

Apple into the Dow?  What would that look like, weightings-wise?  (Bespoke)

Ten reasons winners keep on winning (besides skill).  (HBR)

The Ten Crack Commandments for Traders.  (Bidhitter)

Brian Lund: No shame in sticking with what you know you’re good at.  (bclund)

Jeremy Grantham’s latest commentary.  (PragCap)

Data Mining: Human beings are very good at finding patterns that don’t exist.  (AboveTheMarket)

Gold bears come out of the woodwork now that momentum has stalled.  (HedgeWeek)

There may be much better ways of examining investment advisors than just more SEC visits.  (NerdsEyeView)

Why do all the US Olympic gymnasts have white trash names? LOLOL.  (UrbanBaby)

Psst…wanna see the biggest lollipop ever on earth in history in the world ever?  (Neatorama)

Don’t miss my daily linkfest for financial advisors this morning! (WSJFA)

 

 

 

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