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
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.
budget budgets deficit next seven three
The budget deficit is going to have to go up over the next three to seven years.
painful rough round
It's been a rough week, and at the end of the month, a painful round trip,
dealing inflation pressures slowing stock tumultuous
He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.
baked coming continue earnings expect few great hike knows next rate seeing stock
Stock valuations have been stretched, everyone knows a rate hike is coming and great earnings are already baked into the stock market, so you're seeing this churning, and unfortunately, I would expect it to continue for the next few weeks.
stocks tech
If tech stocks keep going up with no pause, they will get insanely frothy.
stocks stupid tech
Tech stocks are probably a little pricey. But they're not stupid pricey.
china demand energy home including interest low unusual
If you look at which sectors have done particularly well this year, including home builders, mining, energy, other commodities, they have done well because of unusual factors, ... such as the still historically low interest rates, which are already rising, or demand from China for commodities.
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.
conflicts love neat requiring tale villains
We love a tale of heroes and villains and conflicts requiring a neat resolution.
fund incredibly manage select sell time
The ability to select stocks, manage them over time and know when to sell them is incredibly difficult, even for professional fund managers.
accountant add costs fail good investors low margin math money recognize taxes
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.
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.
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.