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Hot Links: Returns That Matter

Posted April 11, 2016 by Joshua M Brown

What I'm reading this morning:

  • Hedge Funds Boost Treasury 10-Year Shorts to Most Since November (Bloomberg)
  • Bill Gross: Why Interest Rates Must Rise (Barron's)
  • Global investors blowing out of Japanese equities (Bloomberg)
  • Goldman Sachs Acknowledges The Only Source Of Demand For Equities Comes From Corporate Buybacks (Benzinga)
  • Billing by Millionths of Pennies, Cloud Computing’s Giants Take In Billions (New York Times)
  • Patrick O'Shaughnessy's "Assets or Alpha" piece is epic and amazing (Investor's Field Guide)
  • Ben: "the only returns that matter are net, not gross, of all costs and costs were much higher in the past." (A Wealth Of Common Sense)
  • New Mark Dow interview at ETF.com - on emerging markets (ETF.com)
  • Larry Swedroe: Annuities are a bet against longevity (ETF.com)
  • Financial advisors need to apply some of that behavioral knowledge to their own practices (ETF Trends)
  • Wall Street Wages Double in 25 Years as Everyone Else’s Languish (Bloomberg)
  • A Dozen Things I’ve Learned from Jessica Livingston About Business and Investing (25iq)
  • The Golden State Warriors Have Revolutionized Basketball (Wall Street Journal)

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

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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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