10 Tuesday AM Reads

A rich brew of my morning reading material. (Breathe deeply the dark roasted links and caffeinated aroma!):

• S&P 500 in Cheapest Bull Market Since Ronald Reagan (Bloomberg) see also Bonds Switch Signals End of Cult of Equity (CNBC)
• Day 13: Wall St. Happy With Fiscal Cliff Negotiations, But Skeptics See Photo-Op (The Daily Beast)
• Dividends: U.S. Deeper in Recessionary Territory (Political Calculations)
Cuban: What I Really Think About Facebook (Blog Maverick)
• Vulture Capitalism Ate Your Twinkies (The Nation) see also Private Equity and Hostess Stumbling Together (DealBook)
• Soros Buying Gold as Record Prices Seen on Stimulus (Bloomberg)
Rubio: All Eyez on Him (GQ) see also Why Doesn’t Florida Senator Marco Rubio Know How Old the Earth Is? (Slate)
• American manufacturing is coming back. Manufacturing jobs aren’t. (Wonkblog)
• September delinquencies skyrocket 7.72%, foreclosure filings decline 20.4%, shadow inventory grows (OC Housing News) see also Zillow expands home search to include shadow inventory (HousingWire)
• Cheer up, Papa John’s. Obamacare gave you a good deal. (Washington Post)

What are you reading?


U.S. Capex: Beyond the Fiscal Cliff

Source: BCA Research

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