Exuberance and Choosing Sides

(Bloomberg View) -- My "good riddance to February, hope March is better" morning train reads:

• Rational Irrational Exuberance? (Project Syndicate)
• Boom in Share Buybacks Renews Question of Who Wins From Tax Cuts (Wall Street Journal)
• Why Is No One Listening to Jeremy Grantham? (Institutional Investor)
• A Margin of Safety (Of Dollars And Data)
• There's a simple reason companies are becoming more publicly left-wing on social issues (Business Insider) but see CEOs Choose Sides on Gun Control at Their Own Risk (Wall Street Journal)
• Study: When CEOs' Equity Is About to Vest, They Cut Investment to Boost the Stock Price (Harvard Business Review)
• 10 breakthrough technologies 2018 (MIT Technology Review)
• Jared Kushner, Easy Mark (Bloomberg View); see also "Deep State" Takes Out the White House's Dark Clown Prince (Daily Beast)
• Trump isn't hiring enough friends and family (Washington Post)
• The secret on the ocean floor (BBC)

What are you reading?

Falls in Fertility Vs. Consumer Confidence

Source: Financial Times

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This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.

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.”

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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