Ritholtz's Reads: There Is No Tech Bubble

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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Our Straight Outta Compton morning train reads:

  • There Is No Tech Bubble (Pieriabut see Crowded: Is private equity in the bubble of all bubbles? (CIO)
  • How Should We Think About a 60/40 Portfolio? (Irrelevant Investor)
  • Wall Street Diverges as Morgan Stanley and Goldman Sachs Take Opposite Paths (Bloomberg)
  • Hedge Funds Score Big Gains: After several lackluster years, money managers are raking in profits, fueled in part by booming M&A (WSJ)
  • How It’s Made Series: Beats By Dre (Boltsee also Apple Music and the Future of the Music Industry (Re/Code)
  • Curation & Algorithms (Stratechery)
  • The Stiff Competition to Work in German Prisons (Marshall Projectsee also How Germany Does Prison (Marshall Project)
  • How to Save the U.S.-China Relationship (New Yorker)
  • The trip back home often seems to go by faster -- but why? (LA Timessee also The return trip effect: Why the return trip often seems to take less time (NCBI)
  • The man who keeps finding new species of shark (BBC)

What are you reading?

U.S. Economic Output Is Revised to Show Smaller Contraction

NYTimes

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