Hot Links: The Next Japan

Stuff I’m Reading this Morning…

As the S&P finishes a sixth straight up-week and we head toward 1800, this is the technical rundown of what you need to know:  (FatPitch)

Why stock market investors need to keep their eyes on the junk bond market.  (AllStarCharts)

The case for overweighting the financials into year-end.  (BCAResearch)

Is China the next Japan, demographically speaking?  (BusinessInsider)

Krugman on “Europe’s remarkable achievement”  (NYT)

Musical chairs as some massive hedge funds cut their Bank of America stakes while new ones take their place and begin to buy.  (Bloomberg)

Paul Tudor Jones has been adding to both the consumer discretionary SPDR and the emerging markets ETF this quarter.  (Bloomberg)

Warren Buffett’s bought himself 40 million shares of Exxon Mobil according to the new 13F, what’s he been selling?  (Reuters)

John Paulson’s sticking with gold in his latest 13F filing.  (Bloomberg)

Here’s your complete summary of all hedge fund position changes.  (ZeroHedge)

FINALLY! The first Portugal ETF is now live!  (ETFdb)

Passive management is not the same thing as passive investing.  (AllianceBernstein)

Are US households now finished deleveraging?  (Quartz)

Never too early – BusinessWeek’s massive preview of 2014 is live:  (BusinessWeek)

Twitter gets a 4.5% weighting in the social media ETF.  (ETFTrends)

Elon Musk’s Solar City issues bonds backed by the full faith and credit of the sun. Can’t mess with this guy.  (NYT)

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.