Good Tuesday morning. Here is what I am reading today:

• Wolf Ball: Why London’s bankers love Wall Street fraudster Jordan Belfort (London Evening Standard)
Uh-Oh: ​The Profits Bubble (Research Affiliates), see also Investors Most Upbeat in 5 Years With Record 59 Percent Bullish in Poll (Bloomberg)
• Why Japan’s debt hasn’t wreaked havoc yet (Vox)
• Bove’s Book-Length Defense of Big Banks Goes Long on Straw Men and Conspiracy Theories (New Republic)
• Iteration versus disruption (FT Alphaville), see also Outsider CEOs (Seeking Wisdom)
• Goodbye BRICS, Hello IndoAsia (The Money Illusion)
• Learning the Ropes About Higher Rates (WSJ)
• Is an atheist’s brain the same as a believer’s? New research says religious and non-religious minds work differently (
• Booth Babes Don’t Work (TechCrunch)
• Bill Murray here: OK, I’ll TALK! I’ll TALK! (Reddit)

Great, another snow storm coming our way.

Wall Street at the Movies: Major Finance Films and the S&P 500

Source: Bespoke Investment Group
Source: Bespoke Investment Group