Hot Links: Wealth Machine

Stuff I’m Reading this Morning…

“Last week we moved past the noise level to an extreme in one of the longest running sentiment polls”  (PensionPartners)

AEP: Where’s all the fear?  (Telegraph)

This is now the second longest bull market in 80 years.  (ShortSideofLong)

Ben Carlson: Here’s a list of those that should sell some stocks here  (AWealthOfCommonSense)

The Low Volatility Myth  (PriceActionLab)

The mystery of why gold’s not working with lower treasury yields.  (SoberLook)

Russ Koesterich looks at the opportunity in Indian stocks.  (BlackRock)

Hedge-Fund World’s One-Man Wealth Machine  (WSJ)

“Technical analysis drags down performance” – oh boy. Lock the doors, Rick.  (RickFerri)

Last July, Alibaba launched a money market fund to handle its own cash. The fund now has a third of the market share in China and is the fastest growing mutual fund in history.  (InstitutionalInvestor)

The mainstream financial media lacks critical understanding about frontier markets.  (InvestingFrontier)

Today’s PE ratio on as reported earnings is kind of high by historical standards – especially if the “E” suddenly drops.  (FatPitch)

Patrick Ewing Donates Bucket Of Game Sweat To NBA Hall Of Fame (TheOnion)


The new book – Clash of the Financial Pundits – now available for pre-order!

 

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.