Search Results for: "murder holes"

Murder Holes, Revisited

I have to tell you, it’s very cool how my book, Backstage Wall Street, has started to gain traction among my fellow financial advisors this winter. I’ve heard from hundreds of them and it’s amazing how much we all agree upon, how many of them have had similar experiences to mine. One of the areas…

The Death of a Murder Hole

I’ve been slaying the non-traded REIT here on the site and in my book Backstage Wall Street for the better part of five years. I’ve never heard a convincing story for why investors should want to buy one and the conflicts abuses of the sales process for these things were so obvious they could be…

Simon Lack on Non-Traded REITs

“Disclosure is a great defense. It turns out you can do some pretty egregious things to your clients if you tell them you’ll do so in a document.” My friend Simon Lack, author of the incendiary The Hedge Fund Mirage, is back with his new book, Wall Street Potholes. In it, Lack explains why there are…

Reckoning for the Rollover Pigs

An immigrant from Central America, she retired from AT&T in 2003 with an IRA set up by Tarr. Afterwards, they often discussed investments over coffee at Lew’s kitchen table, as her prized green parrot squawked in a cage with a sweeping view of the parched hills surrounding San Francisco. Lew started her withdrawals at $2,000…

Apple Reverse Convertibles: How Brokerage Firms Pervert Everything

“Mahaney joined the gang of Italian Dave, the famed sneak thief and fagin, whose group of street urchins and pickpockets were among the notorious thieves of the Five Points. Italian Dave had between 30-40 youths, between the ages of 9 and 15, whom he housed in a Paradise Square tenement building. It was here that…

Josh in the News!

For media inquiries and interview requests, please get in touch here:  Contact TRB Ritholtz relaunches robo with Betterment’s backing (Citywire) FT 300 list: the top US registered investment advisers in 2019 (FT) Josh and Barry Tweet Like Crazy. Are They Revolutionizing RIA Marketing (RIA Intel) Trump lashes out at Mexico as officials begin tariff talks…