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Hot Links: An Investor and a Gentleman

Posted November 19, 2014 by Joshua M Brown

What I'm reading this morning:

  • Fund managers' exposure to US stocks is at a 15 month high (Fat Pitch)
  • Strategic beta works really well, if you can control yourself. (Irrelevant Investor)
  • Stock buybacks boost returns — but often cover up sins (MarketWatch)
  • The latest M&A boom is going to end badly - Hulbert (MarketWatch)
  • Vince Farrell was a smart market commentator, a good investor and a gentleman. RIP (ValueWalk)
  • Hugh Hendry: Basically, I have no idea what I'm doing (I'm paraphrasing) (MoneyWeek)
  • There are two reasons a broker sells an A share mutual fund: Either they love themselves or hate your guts. (The Certifiable Planne)
  • Uber has an asshole problem (Vox)
  • But it also has something called "God View" which sounds pretty awesome (The Verge)
  • Disney's making so much money off Frozen it's almost unbelievable (New York Times)

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Read this next.

  • March 30, 2011 Too Much Chatter
  • March 26, 2012 The Hedge Fund Candidate
  • February 20, 2018 Clips From Today’s Halftime Report
  • @reformedbroker

Joshua M. Brown

I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them.  For disclosure information please see here.

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