10 Thursday AM Reads

Here are my morning reads:

• World Led by U.S. Poised for Fastest Growth Since 2010 (Bloomberg) see also David Rosenberg: U.S. economy in 2014 has more upside than many think (Financial Post)

• A Noble Lie on Market Timing (Morningstar)

• Bullish Sentiment is Now Officially Embarrassing (Reformed Broker) but see Risk from bubble trouble is overblown (FT)

 

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