10 Wednesday AM Reads

My morning train reads:

• The world’s greatest stock picker? Bet you sold Apple and Google a long time ago. (Washington Post)
• Tom Dorsey: “I don’t make judgment calls, ever. We’re purely rules-based.” (WSJ) see also Pisani: Why are sell-side stock market analysts so wrong? (CNBC)
• Small Caps Are In The Danger Zone (Irrelevant Investor)
• Germany’s Insistence on Austerity Meets With Revolt in the Eurozone (NYT) see also Germany’s Industrial Engine Takes an Awkward Holiday, but Eurozone’s Largest Economy Isn’t on Brink of Collapse (WSJ)

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