Hot Links: Story of the Summer

Stuff I’m Reading this Morning…

Big trend: US companies fleeing the country for tax inversions.  (Economist)

Story of the Summer: The Fed’s not worried about inflation but Wall Street is getting hysterical.  (BusinessInsider)

Frank Holmes on the gold comeback.  (AdvisorPerspectives)

Andy Thasher’s weekly technical rundown is always great.  (AThrasher)

8 of 9 Sector SPDRs hit record highs this week.  (StockCharts)

ETF assets smash through $1.8 trillion in AUM,  (ETF)

Nobody’s making money from Facebook and Twitter ads except Facebook and Twitter.  (WSJ)

Russ Koesterich on Japan: Land of the Falling Stocks.  (BlackRock)

Ben Carlson’s notes from the Morningstar Investment Conference.  (WealthofCommonSense)

Is the Fed behind the curve? Jeff Miller investigates!  (DashofInsight)

Finance Blogger Wisdom: Tadas weighs in on his own questions.  (AbnormalReturns)

My firm caught a mention in Barron’s this weekend re: emerging market ETFs.  (Barrons)

Mohamed El-Erian talks England and Soccer.  (BloombergView)

Why behavioral economics is cool.  (HuffPo)

We Officially Have Our First Wall Street Economist Talking About The ‘Yo’ App  (BusinessInsider)

Nine habits you need to stop right now!  (FarnamStreet)

Hedge fund titan Nelson Peltz is no longer the only star in the family – his daughter is the star of Transformers 4.  (NYDailyNews)

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.

Read this next.