Ritholtz's Reads: Wall Street Heresy

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:

  • Stocks vs. the Economy: Which Ruins Which? (WSJ), but see also Has the Most Reliable U.S. Recession Predictor Lost its Value? (Bloomberg)
  • Is it time to halt the rise of the ETF machine? (FT)
  • Some Heresy on Wall Street: Look Past the Quarter (DealBook), see also The Incredible Growing Dividend (A Wealth of Common Sense)
  • Interest Rates in Wonderland (Macro Man)
  • Battered by War, Iraq Now Faces Calamity From Dropping Oil Prices (NYT), see also In Iran, New Battle Brews Over Contracts With Foreign Oil Giants (NYT)
  • Kristaps Porzingis and the Trouble with Snap Judgments (The Reformed Broker)
  • Leaked ISIS document: we’re cutting fighter salaries in half (Vox), see also Terrorism, Migrants, and Crippling Debt: Is This the End of Europe? (Vanity Fair)
  • For Once, Low Oil Prices May Be a Problem for World’s Economy (Bloomberg)
  • Resistentialism: When Technology Hates Us (IEEE Spectrum), see also Resistentialism (Wikipedia)
  • Apple’s Tim Cook Is Smarter Than You Think (Barron’s)

Avg. 1-Day % Change on Earnings Reaction Days this Earnings Season

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:
Zara Kessler at zkessler@bloomberg.net