A few of the reasons Barry Ritholtz is concerned about the next 30-90 days: hot money seems to...

|By:, SA News Editor

A few of the reasons Barry Ritholtz is concerned about the next 30-90 days: hot money seems to be rotating from speculation to speculation, rather than inflows accumulating longer-term holdings; traditional measures such as P/E and return on capital suggest stocks aren't cheap; defensive sectors have found a bid, which often telegraphs a reduction of buying by fund managers.