Ritholtz's Reads: A Cloudy Crystal Ball

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 Tuesday morning train reads:

For Stock Markets, January Is a Cloudy Crystal Ball (NYTsee also As goes early-January, so goes Nothing (The Big Picture)

Silicon Valley: We Don’t Trust FICO Scores (WSJ)

Why The Smart Money Chases Performance (A Wealth of Common Sensebut see CalPERS’ Hedge Fund Cull Helped Save $217M (Chief Investment Officer)

One Market Prediction Is Sure: Wall Street Will Be Wrong (NYT)

10 Themes to Watch for the Asset Management Industry in 2016 (Barron’ssee also Top 10 Hedge Fund Industry Trends for 2016 (HedgeThink)

Illumina Jumps into Cancer Screening with $100 Million Spin-off Grail (MIT Technology Review)

Three Theories Of Donald Trump’s Rise (FiveThirtyEightsee also Why are people talking about Marco Rubio’s boots? Here’s the real reason. (Vox)

Freedumb! Biker Injuries And Deaths Soar After State Repeals Helmet Law (Huffington Post)

A short history of the Bowie Bond (FT Alphavillesee also Bowie: The Man Who Sold Royalties and Brought Music to Bonds (Bloomberg)

Samantha Bee Prepares to Break Up Late-Night TV’s Boys Club (NYT)

What are you reading?

A tale of P/Es ratios

Source: Bespoke Investment Group

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