Ritholtz's Reads: The Real Hedge-Fund Winners

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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My two-fer-Tuesday morning train reads:

• Investment Fads and Themes, 1996-2015 (thereformedbroker)

• Big losers mask net gains in hedge fund assets (Reuterssee also Hedge funds and institutional investors — one unhappy marriage (FT)

• What If You Only Invested In Stocks When They Were Cheap? (Irrelevant Investor)

• Not all retirement advisers are required to give you good advice. That’s about to change. (Voxsee also Do I Have a Financial Advisor? (A Wealth of Common Sense)

• The Peter Meter: How Accurate Are Peter Schiff’s Predictions? (CNBC)

• 2015: The Best Year in History for the Average Human Being (The Atlanticsee also Here Are the Best Things That Happened During Every Day of 2015 (Slate)

• Microsoft: Faster, Stronger, Better: Satya Nadella has shifted Microsoft’s focus to the cloud. Shares could rise 30% in 18 months, plus a 2.7% yield. (Barron’s)

• Potential New Particle Shows Up at the LHC, Thrilling and Confounding Physicists (Scientific American) see also Computer Scientists and Mathematicians Are Stunned by This Professor’s New Proof (Chicago)

• My wife has depression. There’s finally a TV show that understands our relationship. (Vox)

• This one personality trait can predict your taste in music (Quartzsee also Musical Preferences are Linked to Cognitive Styles (PLOS)

Be sure to check out our Masters in Business interview this weekend with Stephen Roach, formerly Chief Economist at Morgan Stanley, currently lecturer at Yale.

A bull run for the ages

Source: Bloomberg

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