Subject: Share the View 2: 'March Madness' Investing
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Mon, 30 Mar 2015 13:14:53 -0400 (EDT)

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Share The View

The Latest Opinions From Bloomberg View

Mar 30, 2015

bloombergview.com<=a>

<= href="http://link.mail.bloombergview.com/55086a4c3b35d051538c37cc2fu7i.=ay/VRLhiUmOwEbNACpqBce36" style="text-decoration:none;color:#00b9e7;line=height:1.6em">U.S. Economy

Mohamed A. El-Erian: "Al=hough the analytics are partial, my gut tells me it is just a matter of ti=e before the U.S. economy’s strong job growth is finally accompani=d by more buoyant wage growth, which would alleviate devastating pressures=faced by less fortunate segments of society. Hopefully, this week’= data will validate my optimism." Read more...

Politics

The Editors: "Bri=ain's political parties began their election campaigns over the weekend an= on May 7 the country's citizens will vote. To many Americans, this idea i= bound to seem bewildering -- yet, at the same time, strangely appealing. =lection campaigns that actually start and finish, and last just weeks. Cou=d that be worth a try?"

Investing

Barry Ritholtz: "=ur earlier discussion of 'The March Madness Theory of Investing' didn't si= well with some readers. The lessons we sussed out from the bracket-destro=ing results included home-country bias, how expert forecasts are about as =ood as those of nonexperts, and the impact of noise and distraction. One i=sue I want to delve into further is why predicting the future seems to be =o hard, if not impossible. That particular 'lesson' caused quite a bit of =ushback." Read more...=/a>

Ukraine Crisis

Leonid Bershidsky:

Law

Cass R. Sunstein: "The m=st illuminating free-speech case of 2015 has nothing to do with political =peech, or civil-rights protests, or hate speech, or any other issues we us=d to associate with the First Amendment. It has to do with an obscure prov=sion of the Dodd-Frank Wall Street Reform and Consumer Protection Act that=directs the Securities and Exchange Commission to require companies to inf=rm the public if their products use conflict minerals." Read more...

Ellen Pao Trial

Margaret Carlson: "Aband=n hope all ye women who enter the workplace expecting justice, or just a b=eak. Fifty years after women began agitating, litigating and lobbying to e=d sexual harassment and gender discrimination, things are a bit better, bu= the struggle is far from over. If you doubt it, consider the case of Elle= Pao." Read mor=...

News Roundup

Katie Benner (Read the news roundup)

With the watch, Apple is trying to sell high-end fashion, which pla=s by a different set of rules. Read more...

Airbnb is the “alternative accommodations”=sponsor of the 2016 Olympics in Rio de Janeiro, reports the Associated Pre=s. Read more...<=span>

Spotify could add podcasts to its service to compete with =pple, reports Bloomberg. Read more...

Jonathan Bernstein =span class="roundup-read-more" style="font-family:Arial, sans-serif;te=t-decoration:none;color:#00b9e7;font-weight:normal;font-size:17px;line-hei=ht:1.6em;text-transform:none">(Read the news roundup)<=span>

Brendan Nyhan at the Upshot explains that a divisive nomin=tion contest is unlikely to hurt Republicans in the 2016 presidential elec=ion. Read more...

The Monkey Cage’s Kim Yi Dionne on the elections i= Nigeria: Read more...<=span>

David Leonhardt with very good comment on Ted Cruz�=99s presidential campaign and the problems it poses for the press: =span class="roundup-read-more" style="font-family:Arial, sans-serif;te=t-decoration:none;color:#00b9e7;font-weight:normal;font-size:17px;line-hei=ht:1.6em;text-transform:none">Read more...

Ritholtz (Read the news roundup)

Why are interest rates so low? Read more...

Confusing today’s liquidity with tomorrow’s: Read more...

What Silicon Valley learned from the Kleiner Perkins case:=Read more...

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