10 Monday Reads

My morning reads to start your week:

• Here Comes the Next Hot Emerging Market: the U.S. (WSJ)
• The Fundamentals of Market Tops (The Aleph Blog) see also Finding the best four-year market forecaster (MarketWatch)
• Wall Street betting billions on single-family homes in distressed markets (Washington Post)
• Copper Plunges To 18-Month Low– FCX Tumbles With It (ChartWatchers)
• Hedge Fund Gold Wagers Defy Worst Slump in 33 Years (Bloomberg) see also A Technical View for Gold (ChartWatchers)
• Fracking comes to China (CNNMoney)
• Japan Inc. Hesitates to Invest as Yen Spurs Nikkei Rally (Bloomberg)
• How much of Reinhart/Rogoff has survived? (FT.com)
• Why is a commissioner on the Securities and Exchange Commission giving broad investing advice? (Self-Evident)
• This Is the Modern Manhunt: The FBI, the Hive Mind and the Boston Bombers (Wired)

What are you reading?


Stock Rally Strikes a Defensive Tone

Source: WSJ

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