Hot Links: Be Different

Stuff I’m Reading this Morning…

Everything you need to know about the current asset allocation of professional investors.  (FatPitch)

Great primer: What investors should know about the repo market.  (WSJ)

The state of activist investing – sweet charts / graphs here:  (ValueWalk)

Life after Pimco: how bond manager Seidner beat his old boss Gross (Reuters)

5 takeaways from Japan’s GDP report.  (WSJ)

Larry Swedroe: Investors may be overly focused on dividends  (ETF)

How JC uses microcap stock trends to gauge investor risk appetite.  (AllStarCharts)

“The market is correcting”  (IrrelevantInvestor) and (RyanDetrick)

Rich Bernstein’s “why average investors suck” chart is making the rounds.  (TheTell) and (RBA)

Vanguard CEO Bill McNabb weighs in on the latest in ETFs, innovation.  (Vanguard)

You might want to get to know Tencent, a Chinese social / ecommerce giant that’s smashing earnings estimates.  (WSJ)

Former MIT prof and his son please guilty in hedge fund scam. (pay attention, pedigree-obsessed investors – it just doesn’t matter)  (Bloomberg)

Not sure how to feel about this development – European corporations have gone from hating the junk bond market to loving it.  (DealBook)

Get excited America! Your Boomer advisor wants to leave his wirehouse so he can use your assets as his retirement plan!  (BusinessInsider)

The WSJ made an awesome multimedia tribute page to the career of Robin Williams.  (WSJ)

Fightin’ Joe Donahue: Be different  (UpsideTrader)


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

Please see disclosures here.

Read this next.