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Hot Links: Reasonable Advice

Posted June 1, 2015 by Joshua M Brown

What I'm reading this morning:

  • Doug Short on the new record high in margin debt (Advisor Perspectives)
  • What if Everything is Overvalued? (A Wealth Of Common Sense)
  • Last Thursday, Chinese stocks erased almost $550 billion in value (Bloomberg)
  • The 50-year trend in corporate profit growth is 7% per annum (Dr. Ed's Blog)
  • Some reasonable advice about asset allocation from Professor Shiller (Meb Faber)
  • Roubini screams "fire" in a crowded theater again (Guardian)
  • Frank Holmes: Behold the power of dividends and buybacks (Advisor Perspectives)
  • Victor Reklaitis: Just because an index has outperformed the market, doesn't mean an ETF based on it will do the same (MarketWatch)
  • Charles Sizemore has three REITs to play the aging of America (Sizemore Insights)
  • Meet George Marcus, the west coast real estate billionaire you've never heard of (Bloomberg)
  • Here is Michael Kitces's summer reading list for financial advisors (Nerd's Eye View)
  • Turney Duff: The Hamptons Fed may need to raise rates soon, judging by home construction and helicopter usage (CNBC.com)

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

Now go talk about it.

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  • February 1, 2011 Barron's Pharma Stock Takeover List
  • September 29, 2009 Hot Links: Wild Street
  • @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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