Hot Links: Kiss It Goodbye

Stuff I’m Reading this Morning…

A high level sector look at what top hedge funds bought and sold leading into Q4.  (FactSet)

Pros polled by Bloomberg are big-time worried about a bubble.  (Bloomberg)

Samsung gets nailed in patent suit, forced to pay $290 million to Apple, which has absolutely no idea what to do with more cash at the moment.  (NYP)

All kidding aside, Marissa hasn’t done much to improve Yahoo’s core business, the stock price is 75% “Asian assets” and 25% her.  (CNNMoney)

Dan Loeb buys stake in Japan’s Softbank as a way to play Alibaba’s IPO. Details here:  (Reuters)

Using Holiday Sales Forecasts as an Investment Tool is Pointless (YourWealthEffect)

Paulson’s gold hedge fund is now down 63% year-to-date yet is still capable of generating hilarious headlines.  (Bloomberg)

The fact that Wall Street guys are still passing around Pessimism Porn charts says we’re not quite in a bubble yet.  (BusinessInsider)

Finra is cracking down on “high risk” or “rogue brokers”  (WSJ)

Ken Fisher: If the broker-dealers get control of the RIA world via regulatory oversight, kiss your ass goodbye.  (ThinkAdvisor)

How Wall Street’s changed since the crisis, great chart.  (CNBC)

$48M in cocaine washes ashore in Japan  (NYP)


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.