This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, January 24, 2014
Daniel Arbess on CNBC
Daniel Arbess of Perella Weinberg Partners was recently on CNBC sharing his thoughts on the markets. He likes airlines and Google. And - like every other HF in the world thinks we are in a stock pickers market.