Another day of limited blogging. Enjoy the links below:

Andrew Feinberg at Kiplinger’s attended the Value Investing Congress and found a number of interesting value stock ideas. So much so, he found a flood of ideas and more great ideas.

The Capital Spectator provides a sector scorecard for the three major S&P industry groups. Not surprisingly energy continues to lead the way in 2005.

Robert Marcin in feels the Fed has done its job, “..if the Fed does not throttle back its rate hikes, it risks throwing the entire economy into a premature recession.â€?

Craig Karmin in the Wall Street Journal on the surge of assets into Japan-focused funds. Not surprising considering their outperformance this year.

Will the rush of private equity cash into the public markets help public shareholders? Dimitra Defotis in highlights some stocks that are primed for a takeout.

Michele Gambera at makes the case for “..stagflation and a sustained boom in the commodity markets.â€?

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.