Hot Links: Happy Sequester Day!

Stuff I’m Reading this Morning…

February PMIs from around the globe are out, it’s almost all bad.  (BusinessInsider)

Are you an investor or a speculator? Jason Zweig’s two-part masterpiece is here:  (TotalReturn) and (TotalReturn)

Bill Ackman and the Terrible, Horrible, No Good, Very Bad Day.  (Reuters)

Commuting to work has always sucked.  (TIME)

The PIMCO Total Return ETF turns one, happy birthday!  (Morningstar)

Andrew Mason (Groupon): “I got fired.”  (ChicagoTribune)

Carl Icahn: I love this Herbal shit!  (Dealbreaker)

$800 billion sitting in funds of funds. Rich people aren’t as smart as you think they are.  (Hedgeweek)

The jumbo mortgage market is on fire again. Here’s what’s going on (besides the fact that virtually all government policies are seemingly pursuing an objective of economic inequality): (TheBasisPoint)

Can I interest you in a hundred or so pictures of girls with abs?  (TheChive)

Don’t miss The Takeaway, my daily linkfest for financial advisors (InvestmentNews)

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:

Please see disclosures here.