Hot Links: Mismanagement

Posted by

What I'm reading this morning:

Stuff I’m Reading this Morning…

“The world’s biggest economies will need to refinance $7.43 trillion of sovereign debt in 2014 as bond yields begin to climb from record lows”  (Bloomberg)

How to Invest as Interest Rates Rise (WSJ) and (QueenTakesPawn)

Investors can’t dump emerging market funds fast enough.  (ETFTrends)

Passive funds have doubled their share of industry AUM in the last ten years to 27%.  (Morningstar)

Tom Brakke on the importance of seven year periods, in life and in investing.  (ResearchPuzzle)

Stratton era SEC enforcement chief: Belfort’s gang wasn’t all that clever, just old school thieves.  (WSJ)

Chart: Ten years of fund flow data from Deutsche Bank.  (FloatingPath)

Yes Silicon Valley represents a giant bubble, but which company valuations are the most egregious and which are deserving?  (DealBook)

Why 2014 could be a very interesting year in technology.  (Quartz)

Are hedge fund investors gravitating towards liquid alts and ’40 Act funds?  (CNBCNetNet)

Why are market prognosticators so prone to pessimism is stocks generally go up over time?  (Morningstar)

Did Bill Gross badly mismanage his taper bets last year?  (Bloomberg)

Fascinating: Why are the Chinese so into Mark Twain?  (NYT)

Longread: This Irish crime family is stealing all the ivory tusks they can get their hands on.  (BusinessWeek)

I can’t believe they gave MC Serch a daytime talk show. Good for him, dude’s a pioneer.  (NYP)

ICYMI: My state of the market piece from this weekend: You Are Here.  (TRB)

My book, Backstage Wall Street, available at Amazon

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.