Hot Links: Canadian Subprime

Posted by

What I'm reading this morning:

Stuff I’m Reading this Morning…

Mitt Romney: What I Learned at Bain Capital.  (WSJ)

Citigroup is ripping $400 million away from John Paulson’s funds. Wait – where the f*** did Citigroup get 400 million dollars from?   (Reuters)

Jason Zweig: “there’s no reason why investors need to let their portfolios be rattled by the traders flickering around them at blinding speed.”  (TotalReturn)

The 10 biggest hedge fund hotel stocks.  (PragCap)

On the similarities between 2012 and 1987. Great.  (SeekingAlpha)

China’s facing a huge buildup of unsold goods, bags and boxes of shit all over the place.  (NYT)

The GOP looks ahead, establishes a new commission as party policy to look into reestablishing gold’s like with dollar.  (FT)

Active ETFs – only $7 billion in AUM so far, but all the big shops want in.  (ETFTrends)

Is Canada about to waltz into its very own sub-prime debacle?  (EuroPacificCapital)

The death of the homepage meme is starting up as more site traffic begins coming in “sideways.”  (NiemanLab)

Tadas: We need a broader definition of alpha.  (AbnormalReturns)

Things Apple is Worth More Than: A full year’s worth of prescription medication sales.  (TAIWMT)

Don’t miss my daily linkfest for financial advisors this morning! (WSJFA)

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.