Hot Links: Back Away

Stuff I’m Reading this Morning…

Is the tech sector in a massive bubble? You tell me:  (BusinessInsider)

Jan Hatzius (Goldman): Here’s what could be coming next for the Fed.  (BusinessInsider)

Famed value investor Steve Romick (FPA Crescent) continues to back away from stocks as prices rise.  (ValueWalk)

So is this really a “stockpicker’s market”? Let’s look at dispersion and see…  (ETFTrends)

PIMCO’s Total Return has just lost the world’s largest mutual fund crown. Guess who snatched it…   (Bloomberg)

SAC Capital is officially out of the other-peoples-money game.  (Bloomberg)

Has Steven A. Cohen Bought Off the US Government?  (NewYorker)

The very wealthy have almost 40% of their assets in cash, just 25% in stocks – Citi.  (NetNet)

More than half of American workers made less than $27,000 last year, a lower median annual wage than 1998.  (AlJazeera)

Ari Weinberg: Why smaller hedge funds are converting to the mutual fund wrapper.  (WSJ)

Is Business Insider in talks with Gawker to merge?  (TalkingBizNews)

“I want to be a millennial when I retire” – LOL  (NYT)

Are Oakley’s new Asian Fit sunglasses racist or just science?  (Quartz)

Here’s how your favorite candies got their names.  (Buzzfeed)

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.

Read this next.