<b>The Takeaway:</b> Builder confidence soars

Portfolio

On the correlation between inflation and stock market performance. (Crossing Wall Street)

Builder confidence at the highest levels since 2006. Email to the housing market doubter near you. (Calculated Risk)

Where’s all that volatility we were supposed to be bracing for? (The Reformed Broker)

The Biz

Should brokers be forced to disclose their compensation packages to clients when moving firms? (Research Puzzle)

Merrill snags eight big producers from rival regionals and wirehouses. Just picturing those signing bonuses… (Financial Planning)

Cerberus scrambling to get out of the assault rifle business. Good call. (DealBook)

Outliers

The showstopper at BAML’s leveraged finance group holiday party tells you all you need to know about “the culture”. (Dealbreaker)

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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.