Ritholtz's Reads

Hedge Fund Defectors and Food for Thought

Here are your morning reads.

Welcome back to the fun! Kick off your week with the finest morning train reads in the land:

  • Goldman: We’ve Reached "Maximum" Bullishness and That’s Bad News for U.S. Stocks (Bloomberg); see also This Market Selloff May Be Different (Bloomberg View)
  • Hedge Funds’ Latest Defector: Family Offices (Chief Investment Officer)
  • How Much Do We Really Know About Global Trade’s Impacts? (New York Times Magazine)
  • Guide to a Healthy, Wealthy, and Wiser Retirement (Barron’s)
  • Beyond the iPhone (Stratechery)
  • A dealer trainer tried to buy a car; he now calls car dealers "clueless" (Green Car Reports)
  • St. Louis Is The New Startup Frontier (FiveThirtyEight)
  • The odds of human extinction, “mother of all tail risks” (Financial Times)
  • What Happens in the Brain When We Misremember (Scientific American)
  • The Essential Economics Lessons Inside Danny Meyer’s "Setting the Table" (Forbesbut see The Thrill of Losing Money by Investing in a Manhattan Restaurant (New Yorker)

Be sure to check out our Masters in Business interview with impact investor Matthew Weatherley-White of the Caprock Group.

The Case for Natural Resource Equities

Source: GMO

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 Ritholtz at britholtz3@bloomberg.net

    To contact the editor responsible for this story:
    Brooke Sample at bsample1@bloomberg.net

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