Hot Links: Double Down

Stuff I’m Reading this Morning…

Wall Street to Investors: Time to Cash In Some Chips (WSJ)

David Rosenberg: Here’s how I’m preparing for the Fed’s next move.  (FinancialPost)

Andrew Thrasher’s weekly technical outlook is always a good primer for the week ahead.  (AThrasher)

ICYMI – my post from this weekend: Yes, biotech is a bubble.  (TRB)

Fine, but bubbles aren’t all bad – biotech bubbles included.  (AbnormalReturns)

Will politics be the thing that pricks the BioBubble in the end?  (UpsideTrader)

Goldman Doubles Down Its Hate On The Best Performing Asset Of 2014: Gold  (ZeroHedge)

Chess looks at the basic materials sector for opportunities.  (iBankCoin)

The Germans are referring to their new property bubble as “concrete gold”. Oh boy.  (BusinessInsider)

Agricultural commodity prices surge to start the year off.  (WSJ)

Is Carl Icahn out of his depth when taking on Silicon Valley’s giants? Or is business just business?  (Pando)

Brett Steenbarger: “The bad news is that the many technical indicators out there really just boil down to a handful of unique variables.”  (TraderFeed)

Morgan Stanley economist: My firm’s clients are too bullish right now.  (BusinessInsider)

Three dangerous economic ideas that policy makers should have ignored. They didn’t.  (Forbes)

Jason Zweig on the trouble with stock buybacks – perverse timing.  (IntelligentInvestor)

Krugman slams Nate Silver’s FiveThirtyEight for the third or fourth time.  (NYT)

Did Hyman Minsky find the secret behind financial crashes? (BBC)

Scarlett Johansson at the Captain America premiere in London. Whoa. (Telegraph)

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.