Hot Links: Going Gorillaz

Stuff I’m Reading this Morning…

Earnings season kicks off this week – analyst estimates predict profit growth of just.7%, the smallest YoY gain since Q3 2012.  (MoneyBeat) and (CNNMoney)

Goldman Sachs Reiterates S&P 500 1750 PT; Fed Model Implies More Upside (ValueWalk)

Chess: The Semis taking the torch from the Homebuilders would be the logical manifestation of the bullish rotation theory.  (iBankCoin)

“The main locus of econoderpitude these days involves inflation”  (Krugman)

Rosie actually really liked the jobs report this Friday – ten reasons why:  (BusinessInsider)

Japanese stocks going gorillaz again (Nobody knows what that means. But it’s provocative. It gets the people going).  (MoneyBeat)

“China’s money-market cash squeeze is likely to reduce credit growth this year by $122 billion…equivalent to the size of Vietnam’s economy”  (Bloomberg)

Thomson Reuters is ging to stop it’s paid frontrunning service. Good idea.  (DealBook)

This is the new Pain Trade:  (BusinessInsider)

Tom Brakke’s got a well-worn bond market indicator – and it’s just begun to ring the alarm.  (ResearchPuzzle)

But here are nine reasons why bond prices may be ready to snap back…  (Forbes)

The Wall Street spin machine has Corzine’s back – Bill Cohan  (Bloomberg)

Demographically speaking, USA is still #1.  (BusinessInsider)

…However, women in the US workforce are back down to 1990 levels and 5000 are retiring each day.  (FTData)

Nick Bilton on how driverless cars are going to reshape the cities we live in and change our lives.  (NYT)

Brendan Conway: Here’s why the volatility in bond ETFs this month is so important to understand:  (Barrons)

Eliot Spitzer announces a run for NYC Comptroller – it’s knives out in NYC right now!  (NYP)

Celebs break out the bikinis for July 4th weekend – slideshow:  (NYDN)

The World According to Investors Map  (TRB)

REMINDER: Backstage Wall Street is now on Kindle!

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

Read this next.