Hedge Fund Defectors and Food for Thought

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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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