The Takeaway: The hedge that needs its own hedge

Portfolio

Rick Ferri: When two competing investment theories are presented with no definitive proof of which is better, the simpler one is better. (RickFerri)

Tim Seymour: Don’t sleep on Brazilian stocks. (Emerging Money)

Paulson’s gold fund, hopefully you bought it as a hedge against stock market gains. (Focus On Funds)

The Biz

State Street rakes in over $11 billion in new ETF money last month, including $6.6 billion into domestic equity funds. (Financial Planning)

“Our research suggests that the risk of running out of money is higher than usual today, especially for bond-heavy portfolios…” (AllianceBernstein)

Outliers

The ladies love Lloyd’s new beard. And Kevin Roose might be in search of some new topics to write about. (New York Magazine)

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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.