The Takeaway: Lead — yes lead — could shield investors from Treasury yield spike

Portfolio

Scott Krisiloff: It’s very hard for top Dow stocks in any given year to repeat that performance in the following one. (Avondale)

Some bank stocks that still have room to run even after last year’s sector dominance. (iBankCoin)

The Biz

This month’s Bloomberg Markets Magazine looks at the top 100 hedge fund managers. (Bloomberg)

Congrats to Morningstar’s top mutual fund managers of the year. (Advisor One)

Who were the hedge fund industry’s biggest winners in 2012? (Reuters)

Don’t feel bad, almost everyone on Wall Street got 2012’s calls wrong. (Bloomberg)

State Street files for six more active ETFs. (ETFdb)

Outliers

What’s the best way to capitalize on a Treasury yield spike? What if I told you it was lead (ld)? (Focus On Funds)

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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.