Hot Links: The Bull and Bear Case

Posted by

What I'm reading this morning:

Stuff I’m Reading this Morning…

The inefficiency of the market isn’t an open question.  (NewYorker)

Peter Boockvar: The Bull and Bear Case for equities – now in convenient bullet-point format!  (TBP)

Enis Taner: What Are the Takeaways From Earnings So Far?  (RiskReversal)

If you’re not already invited to the Twitter party, you may want to sit this one out.  (AnObjectiveView)

Kevin Ferry: Are there enough bond pros left in the game to deal with market chaos?  (ContrarianCorner)

Reid Hoffman raised the first $10 million for LinkedIn by playing up the company’s weaknesses, not its strengths.  (Wired)

Never Shop in October and Other Secrets From a Retail Guru (BusinessWeek)

Carl Richards on the Gambler’s Fallacy: No, we are not “overdue” for a correction.  (Bucks)

BlackRock’s killing it right now. It’s good to be the world’s largest money manager in a global bull market.  (Reuters)

European car sales are racing back to pre-crisis levels…but there’s a catch!  (Quartz)

The non-tech stocks in the Nasdaq are actually outperforming the index itself.  (ETFTrends)

Hall & Oates, Nirvana and Kiss lead the nominations for a 2014 Rock and Roll Hall of Fame induction.  (RollingStone)

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.