Hot Links: True Deciders
Posted March 18, 2014 by Joshua M Brown
What I'm reading this morning:
Stuff I’m Reading this Morning…
Putin talking reckless, basically he’s like “We do whatever we want, your sanctions are hilarious.” (CNN )
Morningstar reassess what they think about PIMCO given all the baby mama drama this winter. (Morningstar )
The Barclays Mafia is back in business – $53 million in bonuses for the top 12 execs, while layoffs are planned for the rank-and-file. (Bloomberg )
Hedge funds are the true deciders of where gold’s price goes. (KidDynamite )
Pairs trade idea from Greggy: Buy copper, sell gold. (DragonflyCapital )
That Jonny Ive interview in TIME everyone’s talking about. (TIME )
Why are we valuing Yahoo’s core business at less than nothing? (BloombergView )
The small cap valuation premium over large caps is fairly ludicrous at this point. (FocusOnFunds )
36% of US adults have less than $1000 saved for retirement. I’ll give you one guess about who’s going to pay for this… (USAToday )
When you crash a huge real estate development project and owe a lot of people money in China, you don’t just get a slap on the wrist. ( Bloomberg )
That one time where Hank Paulson told the story about how Russia tried to get the Chinese to help them crash our economy. (BBC )
Three rules to make sure economic data aren’t bunk. (FiveThirtyEight )
Nirvana 20 years later: an oral history with the people who were there. (GQ )
Hilarious Japanese translations of Hollywood movie titles. (RocketNews24 )
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.