My Top 10 List

Below are my picks for this week's 10 must-reads.

What are the 10 most important themes shaping up for 2014? Jim Cramer covers it all, including Europe, natural gas, mergers, China, aerospace, banks, telecom and more. Most bull markets climb a wall of worry. This one has climbed a wall of complacency. Doug Kass has a fascinating take on our "hakuna matata" market and on risk-reward going forward. Helene Meisler uses her invaluable experience as a former Shanghai resident to debunk a few myths about China then pulls up the chart to solidify her point. Chris Versace has a beef with McDonald's (MCD). Chris questions the company's strategy and leadership in this piece, scrutinizing everything from menu choices to the price of cattle. Eric Jackson breaks down BlackBerry (BBRY). When Jackson investigates different aspects of the company's business, his sum-of-parts analysis reveals the stock's value to be greater than its current price. The volatility of the past week has many investors asking if stocks are in a bubble. Gary Dvorchak analyzes current valuations vs. historic norms to find the answer. Retail rock star Brian Sozzi has a lot on his mind. Read Brian's take on earnings season thus far and on what lies ahead for some of the biggest names in retail. Toni Turner offers an interesting strategy that involves trading a stock as its earnings report approaches. Here she describes how to apply that strategy to Domino's Pizza (DPZ). Casey Hoerth takes a detailed look at domestic shale oil producers. After their recent pullback, is it time to get into some of the lesser-known names in this sector? Are we wired to fail as traders? Can we unlearn our ingrained tendencies? Read Jared Dillian's fascinating take on behavioral finance and loss asymmetry.
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