Ritholtz's Reads: A Super Bowl Ad and Good Coffee

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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Heckuva Super Bowl! Drag your tired self out of your post chicken-wing stupor with the finest morning train reads in the land:

  • More Wall Street Strategists Are Cutting Their S&P 500 Estimates (Bloomberg), but see Goldman Sachs Says Defy ‘Mr. Market’ as Recession Risk Still Low: Bank sees a 25% risk of developed world recession in next year (Bloomberg)
  • The Rise and Fall of Ziggy’s Bonds: How David Bowie’s innovation went beyond music, art, and popular culture—and into the portfolio of a major insurer. (Chief Investment Officer)
  • Understanding the Valuation Discrepancy Between Apple, Inc. and Alphabet (The Motley Fool)
  • Hedge funds keep getting crushed (USA Today), see also A Hedge Fund’s Bosses Are Fighting Over Something (Bloomberg View)
  • The Oil Rout’s Surprise Victims (MoneyBeat)
  • Quicken Loans Super Bowl Ad: No, This Isn’t Housing Apocalypse 2.0 (Real Time Economics)
  • The seven states that are doing much worse than the rest (Wonkblog)
  • How DARPA Took On the Twitter Bot Menace with One Hand Behind Its Back (MIT Technology Review)
  • The science behind a good cup of coffee (Ars Technica)

High P/E Slaughtered

Source: Bespoke

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