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
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Markets tend to temporarily wobble, and then return to their prior behavior. So don't panic or make any decisions based on your knee-jerk emotions.
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He is a known entity that is well-respected on the academic side, in Washington and by the stock market.
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It was a matter of time before the core rate started feeling the effects of increased energy and commodity prices. Maybe it's aberrational but maybe it's the start of something more significant.
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The Fed is now at the proverbial fork in the road,
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This is one reason why recent labor numbers were lackluster, ... Accelerated deprecation put a thumb on the side of the scale in favor of increased capital expenditures instead of hiring.
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The concern is that if a lot of the gains are in energy, that's good news for energy, but not necessarily good news for the economy.
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As investors, we want to believe we are smart, insightful and uniquely talented - even though we often fail to do the heavy lifting, put in the long hours, and make the uncomfortable but necessary decisions to achieve success.
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You're talking about the best-run companies in the world. The economy is slowing, it's starting to show up in earnings and revenue, and this is going to be a tough year.
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The market never met a tax cut it didn't like and it would not be happy with a complete roll back, ... but if the economic recovery seems to be full-throated, the market might be willing to accept the rolling back of select tax cuts as a means of reducing the deficit, making John Edwards and John Kerry more appealing.
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The big issue is decelerating earnings growth. Earnings will still be higher but the ideal time to buy stocks is when earnings go from awful to not so bad as opposed to going from great to good.
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Anyone who can get away for the week does, and you end up with skeletal staffs.
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Every buck that they are forced to spend elsewhere is that much less money (spent) on other issues. With technology it may not fall dollar-for-dollar, but you have to think that it's going to pinch a little bit.
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Regardless of whether this upcoming release shows inflation today, given the supply shock to oil, we're expected to see inflation move higher in the next few months. It would certainly put a fork in the concept that the Fed has the opportunity to pause.
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Need I detail how silly this is? Home prices are up dramatically, and recently we see that mortgage rates have ticked up significantly.