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
last nice run straight surprised
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.
gains gave greenspan market spoke stopped
When Greenspan spoke the market rallied, and when he stopped it gave the gains back.
broke bull major market november range run sometime stocks trading
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.
followed good stock strongly suggest
The data strongly suggest that very good years in the U.S. stock market are followed by more good years.
cloud dark fed number raising reason stop whatsoever
The only dark cloud to this number is that now the Fed has no reason whatsoever to stop raising rates.
afflicted anybody basic concerned fed food gulf point shelter stop
When you stop and think about it, if the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages.
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.
bring continue less
When you see a 250-point spurt like that in less than two months, that's not sustainable. What this pullback is doing, and I think will continue to do, is bring us back to a more sustainable level.
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.
academic entity known stock washington
He is a known entity that is well-respected on the academic side, in Washington and by the stock market.
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.
afflicted anybody basic concerned fed food gulf point shelter
If the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages.
blame cranking estate fed gets inflation interest market raising somewhat stops
If the Fed stops raising rates, the market will blame them if inflation gets too hot, and if they keep cranking up interest rates, then the real estate market is at risk. It's a somewhat challenging environment.
stocks tech
If tech stocks keep going up with no pause, they will get insanely frothy.