10 Monday AM Reads

My morning reads:

• Praying for an Immaculate Rotation from Bonds to Stocks (Barron’s) see also Short Looks Beautiful to Bond Investors (WSJ)
• What Bear Market? Japan Stocks Are Surging Again After Big Fall (Moneybeat)
• Why We Underestimate Risk by Omitting Time as a Factor (Bloomberg) see also Correlation and Causation (Seeking Wisdom)
• The need for less speed (Tim Harford)
• Rock Legends Guides to Eurocrisis (ECR Research)
• A Portfolio That’s as Simple as One, Two, Three (WSJ)
• Do the inflationistas really believe what they say? (Noahpinion)
• The Best $500 Billion the United States Has Ever Spent (Motley Fool/NBC) see also Will Clinton Be Our Eisenhower? (Economic Principals)
• I Don’t Care Whether You Trust me; I Won’t Add You to my LinkedIn Network (LinkedIn)
• Yes, Kickstarter raises more money for artists than the NEA. Here’s why that’s not really surprising (Wonkblog)

What are you reading?



2013’s Top Stocks…So Far
Source: Bespoke

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