10 Friday AM Reads

July 12, 2013 9:45am by Barry Ritholtz

My morning reads:

• The odds of who will be Next Chairperson of the US Federal Reserve (Paddy Power) see also Jon Hilsenrath Is Not Who You Think He Is (Business Insider)
• Bond Investors Can Run, but They Can’t Hide (Moneybeat)
• The rich blow their money on hedge funds, instead of lottery tickets (The Atlantic) see also Hedge Funds Are for Suckers (Businessweek)
• In Defense of Concentrated Portfolios (Aleph Blog)
• Why John Maynard Keynes Supported the New Deal (Echoes)
• Bruising Quarter for Bond Fund Managers (WSJ) but see Stocks Embark on a Summer of Love (WSJ)
• SEC Lifts Ban on Hedge Fund Advertising. Hilarity Ensues (Businessweek)
• How to Profit from the Shiller Cape Ratio (A Dash of Insight) see also Big Names, Big Market Calls (A Dash of Insight)
• The Dropbox Opportunity (Stratechery)

What are you reading?

Price discounts the news

Source: Charts etc.

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. The Compound Media, Inc., 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: https://ritholtzwealth.com/blog-disclosures/

twitter

facebook