Hot Links: The Velvet Rotation

Posted by

What I'm reading this morning:

Stuff I’m Reading this Morning…

BAML’s Michael Hartnett sees a scenario where bond yields and equities move up together in some sort of “Velvet Rotation”, which I believe is a term he picked up from HBO’s “Behind the Candelabra” movie.  (FTAlphaville)

Tesla Supercharger Network Expands To Become Almost Feasible (FloatingPath)

ABout those guys who claim to have “predicted the crisis”…  (Noahpinion)

Is the energy sector about to break out (finally)?  (TheArmoTrader)

Emerging markets ETFs have not had a grea go of lately and are now sitting on long-term support levels.  (ETFTrends)

How many internship applications do you think Goldman Sachs got this year?  (MoneyBeat)

Frazer Rice is worried that he’s going to be pushed into the iWatch and that he’s going to love it.  (FrazerRice)

The Starbucks of marijuana.  (TIME)

Four different visions of what New York’s Penn Station could be rebuilt as.  (WNYC)

The 11 strangest fads throughout history.  (DeathandTaxes)

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: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

Read this next.