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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Asset managers have different approaches, and I don't wish to suggest there is only one way to run money. There are many ways one can attempt to reduce risk, improve performance, lower drawdowns and reduce volatility.
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The electronics industry expanded rapidly and the seeds for the semiconductor and software revolution were planted. The postwar period also saw the suburbanization of America, the rise of the homeowner, the build-out of the interstate highway system, and the rise of automobile culture. Credit availability expanded dramatically.
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The way we finance homes in this country is slow, filled with middlemen, who run a nonstandardized evaluation process. This makes financing a home cumbersome and difficult.
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In social media, people cannot build big followings organically unless what they are putting out to the world has value.
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The ability to select stocks, manage them over time and know when to sell them is incredibly difficult, even for professional fund managers.
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Commissions add up, taxes are a big drag, margin ain't cheap. A good accountant costs money as well. The math on this one is obvious, yet investors often fail to recognize it: Keep your costs low and your turnover lower, and you will win in the end.
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Whenever you try to pick market tops and bottoms, you are making a prediction. Guessing what stock is going to outperform the market is forecasting, as is selling a stock for no apparent reason. Indeed, nearly all capital decisions made by most people are unconscious predictions.
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Anyone can make an article longer; the skill is keeping it tight and lean.
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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.
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You had enough of a sell-off in October that you created an oversold condition. We can rally to mid-December. We might back and fill for a week or two, but the rally will support a possible 10 percent move on the Nasdaq; the S&P can get up to 1,280, while the Dow maybe gets up another 500 to 1,000 points.
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We had a nice run last week, but we can't go straight up. I wouldn't be surprised to see some back-and-fill.
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We were in this post-election trading range from November to April, and that broke down, ... The bull market has at least one more major run in it, but I think it's probably going to be sometime over the summer, when stocks get appreciably cheaper.
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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.
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When Greenspan spoke the market rallied, and when he stopped it gave the gains back.