Tuesday Afternoon Links

[Bloomberg] U.S. Stocks Add to Records, Dollar Gains With Oil: Markets Wrap

[Bloomberg] Goldman Sachs Warns U.S. Stocks Are Now Reaching Peak Optimism

[Bloomberg] From China's Factories to Your Shopping Cart, Price Hikes Loom

[Bloomberg] Investors Are Charging Into Emerging Market ETFs

[Bloomberg] Hedge Funds Continue to Chase the Herd With Record Momentum Bets

[CNBC] Cashin skeptical of record highs: 'We're really vulnerable'

[CNBC] The Fed and the market are having a hard time getting on the same page

[Bloomberg] ETF Investors Miss Out on the Best Commodity Trade of the Year

[Bloomberg] Dallas Police and Fire Pension Backs Cutbacks to Avoid Collapse

[Bloomberg] Hedge Funds Can't Sue Over Investments in Fannie and Freddie

[NYT] As an Age of Nationalism Dawns, a Multinational Deal Collapses