Hot Links: Bluff in May

Stuff I’m Reading this Morning…

Here come the Dow 20,000 calls 😉  (DragonflyCapital)

Barry: Okay, show me the exuberance…  (TBP)

Bluff in May and Sell in June.  (PriceActionLab)

And right on cue, the cyclicals kick down the door, a sixer of Schlitz in hand and a girl on each arm. “Is it cool if we party with you guys?”  (RiskReversal)

Hooray! “Hedge funds using debt-trading strategies honed on Wall Street are expanding at a record pace as they profit from risks big banks are no longer taking.”  (Bloomberg)

BAML: Hedge funds are the only net buyers of stocks right now.  Really?  (ValueWalk)

Four behavioral biases investors need to recognize and overcome.  (Investopedia)

“The world is going faster. A lot faster. Does that mean that you have to become faster in order to survive and prosper?”

Adam Warner’s ideas for CNBC – some real and some hilarious.  (Schaeffers)

Heir to the Rothschild banking empire finds the new world of global finance to be not so simple.  (Bloomberg)

Slideshow: What would Gatsby drive?  (GQ)

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.