Ritholtz's Reads: Insane Math of Tech Valuations

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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Its day two of the FOMC meeting, and apparently I am one of the few on this planet who believe keeping or removing the word “patient” is totally irrelevant. But your patience will be rewarded with our midweek morning train reads:

  • The Fuzzy, Insane Math That’s Creating So Many Billion-Dollar Tech Companies (Bloombergsee also Mind Games That Can Kill Investors (Stock Charts)
  • Stock Performance Before, During & After Recessions (A Wealth of Common Sense)
  • Commodities two-fer: Gold Futures Fall to Four-Month Low Ahead of FOMC Meeting (WSJ) and U.S. Oil Prices at Six-Year Low on Storage Concerns (WSJ)
  • 86% of active managers failed to beat market in 2014 (CNN Money)
  • The dollar is rising faster than any time in the last 40 years (Washington Postsee also Rising Dollar Is Creating Trouble for Emerging Economies (Upshot)
  • Cheap or expensive? The one thing about equity valuation that few talk about (Humble Student of the Markets)
  • For Sale: Chinese Investment Properties (The Financialist)
  • Across the Globe, Big Economies Are Falling Out of Love With Coal (Slate)
  • The Steve Jobs You Didn’t Know: Kind, Patient, and Human (Fast Company)
  • What Cockroaches With Backpacks Can Do. Ah-mazing (NPR)

What are you reading?

Tech Firms Buy Up Property For Future Growth

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