Hot Links: Group Effort

Stuff I’m Reading this Morning…

Quick! Read Matt Boesler’s January jobs report preview, number hits at 8:30 am ET.  (BusinessInsider)

Erik Swarts: “The bottom line these days is that monetary policy is very much a coordinated group effort and that any short-term gains realized by one region would benefit no one in the long run – if the greater efforts failed at the exit.”  (MarketAnthropology)

They convicted the Martoma kid of insider trading. He faces 7 to 10 years in jail.  (DealBook)

Neurotic, childish herds of investors race back into bond funds and out of stocks again.  (WSJ)

“Investors have now sold $18.6bn worth of EM equities this year, versus a $15.3bn outflow in 2013.” LOLOLOL  (fastFT)

How bonds act as ballast in a portfolio.  (Morningstar)

Zacks breaks down the current earnings season and pulls out some trends.  (Zacks)

Google quietly took a 6% stake in Chinese computer maker Lenovo Group.  (Reuters)

Massive overnight plummet in Bitcoin as large exchange halts withdrawals.  (BusinessInsider)

Apple’s been buying back loads of stock since its recent earnings disappointment.  (WSJ)

The Chinese economic data point that might matter most.  (NYT)

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:

Please see disclosures here.