Barry Ritholtz
Barry Ritholtz
Barry Ritholtz is an American author, newspaper columnist, blogger, equities analyst, CIO of Ritholtz Wealth Management, and guest commentator on Bloomberg Television. He is also a former contributor to CNBC and TheStreet.com...
NationalityAmerican
ProfessionAuthor
CountryUnited States of America
august buying create good lead nervous saw since surprised three weakness weeks
We've been up for so long since May, two or three weeks of weakness is not a big deal. I wouldn't be surprised if we saw the doldrums of August lead to a nervous September, and that's how we create good buying opportunities.
anyway capital early less moved pulled purchases spent tech year
We may see some of the capital expenditures spent this year were more or less pulled through from early 2005. All these tech purchases would have been done anyway but they've just been moved forward.
gains gave greenspan market spoke stopped
When Greenspan spoke the market rallied, and when he stopped it gave the gains back.
accountability financial nonsense
One thing I detest most about the financial press is the lack of accountability. All sorts of nonsense is said without penalty.
mistake errors luck
Rather than engage in the sort of selective retention that so many investors tend to do and pretend mistakes never happened, I prefer to own them. This allows me to learn from them and, with any luck, avoid making the same errors again.
technology example company
History is replete with examples of tech firms that were marginalized by new companies and technologies.
bounce few last nice surprising
We've got a nice snapback today. We got shellacked over the last few days, so it's not surprising to see a little bounce back.
continue dry home interest next rates rise universe year
We very much benefited this year from the still-low interest rates, with the Home Depot's and Lowe's of the world doing well, ... The whole universe of homebuilders and mortgagers did really well, too, but as interest rates continue to rise next year, that's going to dry up some.
course digest economic encourage fed gradual maybe meeting news next rate signs skip slow stay
There is a lot of economic news to digest between now and the next meeting. If we see economic signs that are positive, then that would encourage the Fed to stay on the course of gradual rate hikes, but if things slow down then maybe they would skip a meeting or two.
drag markets
When markets are rallying, cash in the portfolio is a drag on performance, returning about zero.
enormous recruiting retaining
A well-designed 401(k) plan is an enormous competitive edge when recruiting and retaining employees.
correctly dependent future guessing happen
Have a well-thought financial plan that is not dependent upon correctly guessing what will happen in the future.
guessing happen history next people shows terrible
History shows us that people are terrible about guessing what is going to happen - next week, next month, and especially next year.
funds high investment investors minimum money require windows withdraw
Hedge funds are not especially liquid. Many are 'gated' - meaning there are only small windows when you can withdraw your money. They typically have a high minimum investment and often require investors keep their money in the fund for at least one year.