Ritholtz's Reads: Hidden Messages of Earnings Calls

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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Friday’s Jobs-driven sell off gave way to Monday’s rally, which has led to today's red futures, and . . . and the beat goes on. Oh, and our morning train reads:

  • The Six-Year Bull Market in Five Charts (MoneyBeat)
  • Apple Watch Won’t Rescue Gold Bugs (Bloomberg View)
  • A Mystery in Hedge Fund Investing (NY Timessee also Swedroe: Excuses For Active Managers (ETF.com)
  • Dear Federal Reserve: *Now* is the time to raise interest rates? RLY?? SRSLY?!? (Bonddad)
  • Is Art an Asset Class? (WealthManagement.com)
  • American taxpayers should pay close attention to General Motors’ stock buyback (Quartz)
  • Feeling Nervous About a Biotech Bubble? (Bloomberg Viewbut see Investors Bet $100,000 Cancer Drug Prices Are Here to Stay (Bloomberg)
  • The Hidden Messages in Corporate Conference Calls: Earnings calls supposedly present hard numbers, but listening for the right words can be much more revealing. (The Atlantic)
  • Rosling: Are you ignorant about the world? (CNN)
  • Islamic State appears to be fraying from within (Washington Post)

What are you reading?

Muni Bonds Headed for a Rough Patch

WSJ

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

To contact the editor on this story:
Cameron Abadi at cabadi2@bloomberg.net