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Hot Links: Tough Start

Posted February 4, 2016 by Joshua M Brown

What I'm reading this morning:

  • Okay, write this down: Now we're rooting for a weak dollar (Wall Street Journal)
  • “Sell Hubris, Buy Humiliation” (TRB)
  • Conoco cuts its dividend. Begun, the Div Wars have. (Bloomberg)
  • Tough Start for Markets Catches Hedge Funds Off Guard (Wall Street Journal)
  • A hedge fund has laid out why it is closing — and it is enough to set alarm bells ringing everywhere (Business Insider)
  • The Yield Curve Inverted! (kind of) (MoneyBeat)
  • Toxic Loans Around the World Weigh on Global Growth (New York Times)
  • Money managers that do not add value are losing assets in droves (Bloomberg)
  • What the f*** is going on with bank stocks around the world? (stockcharts.com)
  • This is cray - in calendar years in which the S&P 500 makes a 52-week low, you're twice as likely to finish lower (Irrelevant Investor)
  • MC Meb Faber drops a scorching new white paper on portfolio construction in a low-yield environment (Meb Faber)

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

Now go talk about it.

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Read this next.

  • November 6, 2012 Buffett in a Box: No, No, No, No.
  • November 3, 2014 The Best of TRB: 2014
  • August 11, 2011 The Fat Pitch by Macrofugue
  • @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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