Hot Links: The Guarantee

Stuff I’m Reading this Morning…

Mark Hulbert’s concerned that the slowdown in buybacks means the bull market may be ending.  (MarketWatch)

Michael Batnick has this guarantee for you:  (IrrelevantInvestor)

There are approximately zero short sellers left in this market.  (FT)

I’m a day late to this Jim Simons profile but you’re not going to want to miss this:  (NYT)

On the difference between price discovery and value discovery.  (WealthOfCommonSense)

Finra opens a probe into retail brokers to find out if they’re selling out their customers’ orders to the highest bidder (of course they are).  (WSJ)

Simon Lack on why companies returning cash to shareholders are doing the best thing they possibly can.  (SLAdvisors)

Cullen’s not buying into the new 1970’s comparisons, here’s why:  (PragCap)

A look at global market capitalization share by country / region.  (Bespoke)

Sick graphic from Quartz – the evolution of the S&P 500’s sector composition.  (Quartz)

james Altucher’s 10 ways to conquer your anger.  (AltucherConfidential)


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: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.