Happy New Year! I am out atoning for my sins — of which there are many — but don’t you commit the sin to miss our morning reads:
• When you’re investing in a company, you’re really investing in human ingenuity (Crossing Wall Street) see also Betting on commodities like gold is often a bearish bet against human productivity and innovation (Pragmatic Capital)
• Michael Lewis: Occupational Hazards of Working on Wall Street (Bloomberg View)
• Why The US Dollar Is In A New Bull Market (Ryan Detrick) see also The Dollar Rally May Have a Long Way to Run (Barron’s)
• Investing: Sell! Sell! Sell! (USA Today)
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