Meb Faber's new book: Shareholder Yield [Meb Faber]
Explanation of Tepper's chart: Equity risk premium is high (this is bullish) [The Big Picture]
On confirmation bias and the perma-whatevers [Abnormal Returns]
The end is where we start from [Reformed Broker]
On emotional finance [Research Puzzle]
What record profit margins imply for future profitability and the market [Greenbackd]
It's time to fight the Fed [MicroFundy]
The low return of high yield [Contrarian Corner]
Missed Visa and Mastercard? Then keep an eye on this one: Fleetcor (FLT) [Old School Value]
The bull case on Hospira (HSP) [Forbes]
An overview of a hedge fund favorite: Dollar Tree (DLTR) [Aegaia Research]
Time to change the channel on media stocks [CNBC]
On the 'spying' Bloomberg terminals [CNBC]
Will Wall Street's Bloomberg terminal addiction break? [NYMag]
Steelmakers develop new iron recipes [WSJ]
Thoughts on a potential Verizon & Vodafone deal [VODVZ]
Two strategies: The Washington Post vs the NYTimes [Monday Note]
Forget gold, the gourmet cupcake market is crashing [WSJ]
Wednesday, May 15, 2013
What We're Reading ~ Analytical Links 5/15/13
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