Hot Links: Triple Dip

Stuff I’m Reading this Morning…

Markets are all f***ed up this morning thanks to European economic data and more Russian bullsh*t. Stay in bed.  (BusinessInsider)

Italy somehow manages to fall into a triple-dip recession. That’s pretty outstanding work, Guiseppe. Bravo.  (ZeroHedge)

India’s top central banker is worried about a crash.  (RealTimeEcon)

The good news from India is a major market / economic reform that could serve as a big catalyst.  (Bloomberg)

M&A’s “Dark Day” – $100 billion in deals collapse in one 24 hour period!  (FT) and (DealBook)

You’re All Morons – Le Fly.  (iBankCoin)

Morgan Housel: Fear is killing your future.  (MotleyFool)

Michael Kitces: The Shiller CAPE may be of little use for market-timing, but it could certainly help with financial planning.  (NerdsEyeView)

Bridgewater alum starts a “no-fee” hedge fund. We’ll see if alternative strategies do better absent the 20%-of-profit costs.  (Bloomberg)

Do investors have any idea what they’re getting themselves into with frontier markets?  (WSJ)

China’s internet sector is already huge, but it’s about to get gargantuan (Quartz)

Six ETFs to play China and how they’re different from each other.  (ETF)

What architects don’t get about Steve Jobs’ spaceship (Fortune)

Sequoia has been beating its benchmark with stockpicking by 4% annually over 44 years. Here are their secrets:  (AssetBuilder)

Don’t feel bad, European stockpickers can’t beat their benchmarks either.  (Indexology)

Some really killer periodic tables of returns for investors to peruse.  (NovelInvestor)

Conor Sen: This is what the hedge fund industry will look like a few years from now.  (CSEN)

Russian gang somehow amasses over a billion stolen internet passwords. Sweet dreams.  (NYT)

A lament about neoliberalism – or why market-driven society may be driving us all crazy.  (Guardian)

Your boy made the Wall Street Journal today – the Life & Style page, LOL  (WSJ)

The new book – Clash of the Financial Pundits – now on sale!


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.