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
dealing inflation pressures slowing stock tumultuous
He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.
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Four years after the bubble popped, I can't believe that companies still legitimately have enough fat that they can cut heads and that it would not affect them going forward,
created fill gets maybe might move october percent possible rally support week
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 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.
buck elsewhere fall forced less money pinch spend technology
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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Maybe the reason the VIX has dropped so low is that the options guys in Chicago are so exhausted from watching the Cubs,
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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.
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Tech stocks are probably a little pricey. But they're not stupid pricey.
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There's still upside in tech but it's going to be more grudging and grinding and choppy, it's not going to be this moon shot that we saw a year ago.
budget budgets deficit next seven three
The budget deficit is going to have to go up over the next three to seven years.
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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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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.
bar becomes cut easy eventually hurdle lower seen
We've seen expectations cut and cut and cut. When you lower the bar enough, eventually it becomes easy enough to hurdle over.