Hot Links: Wild Advice

Stuff I’m Reading this Morning…

China reports its best PMI number in five months, Japanese stocks rally.  (WSJ)

Ominous headline of the day: Unstoppable $100 Trillion Bond Market Renders Models Useless  (Bloomberg)

Some wild advice for Microsoft’s new CEO – like, how about giving away Windows for free and eschewing the $20 billion a year it brings in.  (WSJ)

Dan Primack: Icahn has nothing to worry about (probably).  (Fortune)

I have a quote in this NYT story about Icahn’s legacy.  (DealBook)

Roubini: Here comes the Great Globalization Backlash.  (ProjectSyndicate)

and then the King of Spain was like “later, you guys.”  (BusinessInsider)

David Merkel demolishes Modern Portfolio Theory.  (AlephBlog)

Is Google getting into the home electricity business?  (BusinessWeek)

Great business lessons from Jim Barksdale.  (25iq)

How economists are using Google to figure things out in real-time.  (WaPo)

Some super-secret pics from the set of Star Wars VII  (TMZ)

The new book – Clash of the Financial Pundits – now available for pre-order!


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.