What I’m reading this morning
Joshua M Brown
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
We’re going down!
Video
Five Things Smart Beta Can’t Do For You
The discussion around Smart Beta gets more ridiculous by the day
January Jobs Picture Defies Recession Chatter
this morning’s non-farm payroll report showed a continuation of two important trends:
ETF Whistleblowers Make Explosive Allegation
“The vast majority of ETPs have very low levels of assets under management and illiquid trading volumes. Many of these have illiquid underlying assets and a large group of ETPs are based on derivatives that are not backed by physical assets such as stocks, bonds or commodities, but rather swaps or other types of complex…
Mediocre Asset Management is No Longer an Actual Business
The new rules in the age of the internet – put up or shut up. If you’re not delivering alpha to the advisors and investors you want to use your products, then save the monthly outlook commentary and full-page ads in Barron’s for your mama. There’s too much information available for closet indexers charging 100…
Introducing Bill Sweet CFP® – the newest addition to Ritholtz Wealth Management
Bill brings his expertise, his clients, and a desire to add value to their lives to Ritholtz Wealth Management in his new role as Investment Advisor Representative.
Hot Links: Tough Start
What I’m reading this morning
“Sell Hubris, Buy Humiliation”
there is a tactical trade opportunity afoot as the world comes to the realization that US growth rates will not remain isolated