Ritholtz's Reads: Maybe It's Time to Be in Cash

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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Wakey wakey time. Here are your morning after-the-rout train reads: 

• Most Downloaded SSRN Paper Ever Is All About Market Timing – and it suggests investors should currently be in cash (Bloomberg

• How Much Diversification is Necessary? (A Wealth of Common Sensesee also The economics of the stock market is simple really: buy and hold (The Independent

• After a 39% Rout, China Stocks Are Still Double Hong Kong Prices (Bloomberg

• I Can’t Define Short-Term Silliness but, Like Justice Stewart, I Know It When I See It (AQRbut see 5 Forces Driving the Global Stock Selloff (Moneybeat

• The Fed’s plan to hike interest rates (The Economist

• Economics Has a Math Problem (Bloomberg View

• Lessons from Dunning-Kruger (NeuroLogica

• A Nerd’s Guide To The 2,229 Paintings At MoMA (FiveThirtyEight

• Buying organic veggies at the supermarket is a waste of money (Quartz

• This cloud-like, futuristic material has been sneaking its way into your life since 1931 (Business Insider

What are you reading?

September Liftoff a Coin Flip

Source: Bloomberg Brief

This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.

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

To contact the editor responsible for this story:
James Greiff at jgreiff@bloomberg.net