10 Thursday Reads: Embarrassed Bulls and Noble Lies

Barry Ritholtz is a Bloomberg View columnist. He founded Ritholtz Wealth Management and was chief executive and director of equity research at FusionIQ, a quantitative research firm. He blogs at the Big Picture and is the author of “Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy.”
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Here are my morning reads:

• World Led by U.S. Poised for Fastest Growth Since 2010 (Bloomberg) see also David Rosenberg: U.S. economy in 2014 has more upside than many think (Financial Post)

• A Noble Lie on Market Timing (Morningstar)

• Bullish Sentiment is Now Officially Embarrassing (Reformed Broker) but see Risk from bubble trouble is overblown (FT)

• Planning your year-end charitable giving (Fidelity)

• Have you noticed? Equities are the new bonds (FT Alphaville) but see As stocks hit record highs, so do profit warnings (USA Today)


• Snapshots of retail sales are coming in blurry (WSJ)

• Today's Volcker Rule, Now With Even Less Volcker! (Bloomberg)

• Intel's Missed "Opportunity" (strat?chery)

• Scientists Discover a Jewel at the Heart of Quantum Physics (Wired)

• Parents are buying their kids all the wrong toys (Quartz)

What are you reading?



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This column does not necessarily reflect the opinion of Bloomberg View's editorial board or Bloomberg LP, its owners and investors.

To contact the author on this story:
Barry L Ritholtz at britholtz3@bloomberg.net