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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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.
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The budget deficit is going to have to go up over the next three to seven years.
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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.
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It's been a rough week, and at the end of the month, a painful round trip,
caps fruit picked small
The low-hanging fruit has been picked on a lot of the small caps already, and when the low-hanging fruit has been picked, you have to be more defensive.
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You can't fight the bond market. There's only so much the Fed can do. If investors are more concerned about economic growth slowing down in the future than inflation, they will flock to bonds.
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He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.
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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.
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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.
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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.
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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.
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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.
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We love a tale of heroes and villains and conflicts requiring a neat resolution.