Hot Links: A Destabilising Force

Posted by

What I'm reading this morning:

Stuff I’m Reading this Morning…

Izzy: “There is a destabilising force pounding its way through the global economy, generating untold chaos in its wake. You can’t see it, you can’t touch it, and you definitely can’t kill it. At best, you can scare it away (temporarily). Sometimes, if you’re lucky and it serves your interests, you can woo it back as well.”  (FTAlphaville)

The Needle and the Damage Done – Greg Harmon on $SPY and the withdrawal of stimulus (DragonflyCapital)

Looking at past stock market drops for clues about this one.  (USAToday)

The most important chart for corrective markets – how much upside is required to make back your losses?  (ZorTrades)

You don’t even know how bad the fourth quarter was for Big Oil.  (MoneyBeat)

Are ETFs to blame for the rapid ripping-out of capital from the emerging markets?  (FT)

How Thomson Reuters is mining financial data from Twitter.  (TechCrunch)

The amazing true story of how Jack Bogle failed, lost his job, and then had the epiphany that would change investing forever.  (RickFerri)

Rob Bennett on the differences between buy-and-hold and “valuation-informed” indexing  (ValueWalk)

The outlook for preferred stocks.  (Indexology)

Why the 60/40 portfolio still works, despite investors’ desire to dump one side or the other when things get rough.  (ETF.com) and (ETFTrends)

Now-private company Dell is about to lay off a whopping 15,000(!) employees.  (ZeroHedge)

Is today the day they find out you’re a fraud?  (TheOnion)

My latest for The Daily Beast – How Goldman Sachs Rescued Libya  (DailyBeast)

Sports Illustrated introduces Gigi Hadid and Sara Sampaio, rookies appearing in this month’s annual swimsuit issue.  (SportsIllustrated)

My book, Backstage Wall Street, available at Amazon

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

Read this next.