Ritholtz's Reads: Lessons From Lagging Mutual Funds

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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Good Monday morning. Let’s jump right in with our daily train reads:

  • Remaining Rational in an Irrational Marketplace (Emotional Investorsee also Rooting For a Bear Market? (A Wealth of Common Sense)
  • How Many Mutual Funds Routinely Rout the Market? Zero (NYT)
  • Uh-Oh: 401(k) Stock Allocation Highest Since 2007 (Dan Lyons)
  • Learning From a Lagging Mutual Fund: The once-highflying Hussman Strategic Growth Fund weathered the crisis but missed the rally (WSJsee also A Dozen Things I’ve Learned from Morgan Housel about Investing and Life (25iq)
  • Shake Shack Founder Says In-N-Out “Way, Way Upped The Fast Food Game” (Buzzfeed)
  • S.E.C. Wants the Sinners to Own Up (NY Times)
  • 2014 Was the Biggest Year For Solar Power Ever (MoJo)
  • Getting the Right Mortgage: The best deal for a borrower trading up to a bigger house may differ from the one for a first-home buyer. (WSJ)
  • Have we entered the “Anthropocene”? (IGBPsee also Defining the Anthropocene (Nature)
  • Wet Wipes Box Says Flush. New York’s Sewer System Says Don’t. (NYT)
  • Seinfeld Nears Streaming Video Deal, Yada Yada Yada (WSJ)

What are you reading?

Nikkei Stock Average Finishes Above 19,000 Mark

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