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
initial markets surpass top
Markets don't make a top and then slide, topping is a process. Typically markets make an initial top, back off, try to surpass it, and can't do it.
bond economy economy-and-economics far fed less market saying
The bond market is far less sanguine about the economy than the Fed is. They are essentially saying we don't see that much strength.
confident few gains major next percent session
We need to see a confirmation in the next few weeks. We need another session of gains of 1 to 2 percent for all the major indexes before I'll be confident that this is a bottom.
beliefs humans lies lying spend time white
Little white lies are told by humans all the time. Indeed, lying is often how we get through each day in a happy little bubble. We spend time and energy rationalizing our own behaviors, beliefs and decision-making processes.
asked develop founders future good google helped imagining near street views
Google's founders have had a good eye for imagining what technologies will be significant in the near future. No one asked Google to develop self-driving cars, but it helped them with street views for Google Maps.
conflicts dna exciting good heroes love neat pushes tales villains
It is in your DNA to love a good story. You know, neat tales with heroes and villains and conflicts to resolve. A good story pushes our buttons, is exciting and memorable.
almost among develop fields foreign jargon people seem shorthand work
People who work in specialized fields seem to have their own language. Practitioners develop a shorthand to communicate among themselves. The jargon can almost sound like a foreign language.
investors movements noise smoothed weekly
Yearly data put the rest of the noise into perspective. Most of the weekly or monthly random up-and-down movements get smoothed out. Ultimately, this is where long-term investors should be focused.
asset classes cyclical emerging estate fixed includes large means owning portfolio small turmoil variety
Owning a variety of asset classes means that some part of your portfolio will be doing well when the cyclical turmoil arises. A broadly diversified portfolio includes large capitalization stocks, small cap, emerging markets, fixed income, real estate and commodities.
advertising against android business credit foresight google identify led main market mobile potential search selling share threats
I credit Google for having the foresight to identify threats to its main business of selling advertising against search results. The potential loss of market share in the mobile space led them to the Android acquisition.
advertising likely pushing street wall
Any Wall Street advertising that does not go into the boring details of methodology is most likely to be pushing past performance.
begins buy cannot escaping families gifts minute spend thanksgiving
Shopmas now begins on Thanksgiving Day. Apparently, escaping the families you cannot stand to spend another minute with on Thanksgiving Day to go buy them gifts is how some Americans show their affection for one another. Weird.
conflicts love neat requiring tale villains
We love a tale of heroes and villains and conflicts requiring a neat resolution.
asset class classes knows lacking next solution
No one knows what the top-performing asset class will be next year. Lacking this prescience, your next-best solution is to own all of the classes and rebalance regularly.