Courage, Rebuilding and Avoiding Stupidity

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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Back to work! Make sure you are prepped with our morning train reads:

  • How Wal-Mart may revive U.S. productivity -- and its own fortunes (Investor’s Business Daily)
  • John Maynard Keynes: Courage is the key to investing (MoneyBeat)
  • The next recession is coming. Big deal. (Bloomberg View)
  • The new guard: America’s 50 most influential women (Marie Claire)
  • The best annual letters from an investor who read nearly 3,000 of them (MoneyBeat)
  • Rebuilding America: the road ahead (Merrill Lynch)
  • Weibo -- the Twitter of China -- is adding users 10 times as fast (Vice)
  • Avoiding stupidity is easier than seeking brilliance (Farnam Street)
  • Barack Obama: Now is the greatest time to be alive (Wired)
  • Fascinating: Trump women vow: We’re with him (BuzzFeed)

Be sure to check out our Masters in Business interview with Arun Sundararajan, professor at New York University’s Stern School of Business and author of “The Sharing Economy: The End of Employment and the Rise of Crowd-Based Capitalism.”

Time to pivot to fiscal stimulus?

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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