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Hot Links: God’s Hedge Fund

Posted February 3, 2016 by Joshua M Brown

What I'm reading this morning:

  • Goldman Sachs Says It May Be Forced to Fundamentally Question How Capitalism Is Working (Bloomberg)
  • Even God Would Get Fired as an Active Investor (Alpha Architect)
  • For Alphabet, the Path to Becoming the Most Valuable Company in the World (New York Times)
  • John Hempton: Mr Ackman, I forgive you. Mike fooled almost everybody... (Bronte Capital)
  • The letter BlackRock's Larry Fink just sent to CEOs everywhere about short-termism (Business Insider)
  • Having too many ETFs actually raises the cost of investing - study (CIO)
  • The technical picture for the S&P 500 is not great (Lightspeed Trading)
  • Yahoo: Yes, we're for sale and we have suitors (Barron's)
  • Ben Carlson: When diversification works (A Wealth Of Common Sense)
  • There's no such thing as exact appraisal in the world of securities analysis (Irrelevant Investor)
  • The problem with buybacks at companies with negative sales growth (Institutional Investor)
  • Amazon takes a bold leap into the future: hundreds of physical bookstores (Wall Street Journal)

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

Now go talk about it.

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Read this next.

  • October 3, 2014 A Goldilocks NFP Report
  • October 10, 2011 Top 10 Ben & Jerry's Occupy Wall Street Flavors
  • October 23, 2015 (Cue Fireworks)
  • @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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