Hot Links: Contrarian Bets

Stuff I’m Reading this Morning…

“It’s been a bad year for anyone who has prudentially diversified away from a concentrated equity allocation. Nearly everything else has performed abysmally.” (ResearchAffiliates)

Lil Weezy: Why 2014 could be the year the economy breaks out.  (BusinessInsider)

There is reason to believe the real Japanese breakout hasn’t yet occurred, but could soon.  (DragonflyCapital)

Shanghai stocks crushed overnight on banking system liquidity concerns. Again.  (beyondbrics)

WisdomTree launches six new ETFs to play or protect against rising rates.  (ETFdb)

iShares: These were the biggest ETF industry surprises of 2013.  (ETFTrends)

Ben Carlson: Avoid these crippling investing mistakes and you’re results will improve.  (AWealthofCommonSense)

This is how Warren Buffett looks at a balance sheet.  (ValueWalk)

“The best hedge fund managers tend to find profits in short-term, contrarian bets.”  (Bloomberg)

Think about dispersion as a second type of equity market risk in addition to volatility.  (Indexology)

Germans: Not so big with the tweeting.  (TheEconomist)

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.

What's been said:

Discussions found on the web
  1. wigs for women commented on Jan 15

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2013/12/20/hot-links-contrarian-bets/ […]

  2. Digital Transformation commented on Jan 17

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2013/12/20/hot-links-contrarian-bets/ […]

  3. replica watches commented on Jan 20

    … [Trackback]

    […] There you will find 44103 additional Information on that Topic: thereformedbroker.com/2013/12/20/hot-links-contrarian-bets/ […]