BLOOMBERG VIEW COLUMNS (UPDATED 9.17.15)
Whether rates are raised now or in a few months is inconsequential. Read more
Here are your morning train reads. Read more
A lot of the early action in markets is driven by emotion. Read more
Here are your Wednesday morning train reads. Read more
This week in our Masters in Business interview, we speak with Jason Zweig, the Wall Street Journal’s personal finance columnist. Read more
Here are your Tuesday train reads. Read more
The unjustified appeal of hedge funds hasn’t gone away. Read more
Here are your morning train reads. Read more
Here are your longer-form weekend reads. Read more
Here are your Friday train reads. Read more
Prosecutors promise to get tough on Wall Street. Be skeptical. Read more
Here are your morning train reads. Read more
This week in our Masters in Business, we chat with Harry Shearer. Read more
Here are your Wednesday morning train reads. Read more
Long-term investors would much rather see three 100-point days than one 300-point day. Read more
Here are your post-Labor Day train reads. Read more
Happy Labor Day! Read more
Here’s your long-form weekend reading. Read more
Here are your daily reads as we head into the three-day weekend. Read more
Here are your Thursday morning train reads. Read more
Why investors should invest and traders should trade. Read more
Here are your morning after-the-rout train reads. Read more
This week on Masters in Business we speak with Paul McCulley, former chief economist at Pacific Asset Management Co. Read more
My two-fer-Tuesday morning train reads. Read more
There are strong arguments for an increase. Read more
Welcome back to the monkey house, and the start of a new week of volatility. No worries, we have your backs with our last-week-of-the-summer morning train reads. Read more
Saturday arrives, and just in time. Pour yourself a tall mug of Two Volcanoes Guatemala Dark Roast, and settle in for our longer form weekend reads. Read more
Low-frequency investing beats high-frequency trading. Read more
What a week! You are almost to the goal line. Our morning train reads will see you through. Read more
New home sales are barely above historical recession levels. Read more
Almost recovered. Who ever would have imagined it would be this easy? Read more
Real harm was done and any recovery may be a slog. Read more
After yesterday’s reversal, it looks as if this has not finished running its course. My morning train reads. Read more
This week on our Masters in Business radio podcast, we speak with Nate Silver of FiveThirtyEight.com. Read more
My two-fer-Tuesday morning train reads. Read more
Painful, yes. But so far it isn’t clear the long bull run is over. Read more
China’s 8.5 percent drop has set the tone for the day. No matter, we have you covered with our forecast-free morning train reads. Read more
That was some week! Pour yourself some slow brewed java, and kick back with our longer form weekend reads. Read more
Maybe, but give markets the benefit of the doubt for now. Read more
The week that volatility returned draws to a close; finish strong with our morning train reads. Read more
Executive pay is a bigger issue than quarterly earnings reporting. Read more
Markets continue to digest the Will They? Won’t They? minutes, currency devaluation, and other noisy information. We have you covered in a very fine set of morning train reads. Read more
Political fellow travelers have learned from the spammers. Read more
The dog days of summer grind on as markets hunt for direction. While we await that trend, enjoy our morning train reads. Read more
This week in our Masters in Business radio podcast we speak with Leslie Gelb, president emeritus of the Council on Foreign Relations. Read more
My Two-for-Tuesday morning train reads. Read more
You know what they say about past performance. Read more
Welcome back to the monkey house. Cuba, Apple, Hedgies, Greece all get featured in our Monday morning train reads. Read more
Pour yourself some cold-brewed coffee, and luxuriate in these longer-form, weekend works of art. Read more
Heckuva week there. Finish strong with the best morning train reads in the land. Read more
Doing nothing might produce better returns. Read more
I am beginning to feel genuine empathy for equity Bears in this environment. No matter, our morning train reads will bring you up to speed: Read more
In the long run, it doesn’t amount to much. Read more
More currency wars, more red on the screen. We have you covered with the finest morning train reads in the land.Read more
This week on our Masters in Business radio podcast, we engage in a little inside baseball with Nick Murray. Read more
Here are our Two-fer Tuesday morning train reads. Read more
The central bank is no longer dealing with a financial crisis. Read more
Back from the wilds of Maine, happy to return to some actual bandwidth, forthwith. Our morning train reads. Read more
Here are some weekend long-form reads. Read more
That was fun! Here are my morning, post GOP debate reads. Read more
Ahh, its delightful out here. From the northern climes, my morning canoe reads. Read more
This week on our Masters in Business radio podcast, we speak with former Securities and Exchange Commission Chairman Arthur Levitt. Read more
I’m off to Maine for some fishin’ & drinkin.’ But I won’t leave you in the lurch — my morning plane reads. Read more
Investors give too much weight to recent events. Read more
We have dug up quite an eclectic set of morning train reads for you to start your day with. Read more
Rebounding from a financial crisis takes a lot longer. Read more
Earnings season is in full swing, and we have a month of data to move the FOMC off their intended path. Oh, and the finest curated morning train reads in the land. Read more
Here are your Saturday morning reads. Read more
Financial rescues aren’t meant to help average people. Read more
The weekend is almost here, but we got you covered with morning reads. Read more
A rate increase can’t come soon enough. Read more
Hold tight: Here are your morning reads. Read more
This week on our Masters in Business radio podcast, we speak with international economist Dambisa Moyo. Read more
This should make you smarter by the time your commute ends. Read more
Your portfolio will do better if you do. Read more
Here’s the best of our Tuesday morning reads. Read more
Don’t expect any apologies from former U.S. Senator Phil Gramm. Read more
We have you covered with your morning train reads. Read more
Here you go with your Saturday reads. Read more
Not very, though incomes for many people are rising. Read more
Enjoy your Friday train reads. Read more
The miners are no longer a proxy for the metal. Read more
Here you go with some morning train reads. Read more
If electric cars take over, there won’t be much left to tax. Read more
Start the midweek with our morning train reads. Read more
This week on our Masters in Business radio podcast, we speak with Howard Marks, co-chairman of Oaktree Capital.Read more
Here are your two-fer-Tuesday train reads. Read more
We are watching the demise of the gasoline-powered automobile. Read more
Start your week right with our expertly crafted morning train reads Read more
Here’s some great stuff to read on a Saturday. Read more
A high-fee consultant delivered investment underperformance. Read more
Finish your week strong with our free-range morning train reads. Read more
That depends on whether you want to invest or speculate. Read more
Our slow aged, steel cut morning train reads. Read more
David Totok on bond-market alpha and surviving 9/11. Read more
Here are our mid-week, fourth day rally, hand-curated, morning train reads. Read more
Cheaper oil will be good for the world economy. Read more
Welcome to our Two-for-Tuesday morning train reads. Read more
China may do no better at propping up markets than the U.S. Read more
China, Greece, Iran and Russia are on the agenda for the week — and that’s before we even get to a little thing called earnings. Oh, and our free range morning train reads. Read more
Pour yourself a mug of cold brewed iced coffee, and settle in for our longer form weekend reading. Read more
Heckuva week. Wrap it up right with the finest morning train reads in the land. Read more
Suspending share sales won’t help. Read more
Our glitch-free morning train reads. Read more
This week, on our Masters in Business radio podcast, we speak with Leon Cooperman of Omega Advisors. Read more
Yesterday’s turnaround was impressive, but today’s red Chinese screens make a repeat unlikely. No matter, we have you covered with our Shanghai morning train reads. Read more
Some markets are smarter than others. Witness the Greek debacle. Read more
My Two-fer-Tuesday morning train reads. Read more
The EU demands private profits and public losses. Read more
Welcome back to the monkey house. Here are our post-referendum morning train reads. Read more
Happy July Fourth. Pour yourself a tall glass of iced coffee, and settle in for our longer form weekend reads. Read more
A mere three-day weekend will not prevent our morning reads from their daily route. Read more
My ‘start off your 4 day weekend’ morning reads. Read more
Why didn’t a meltdown in equities drive investors to the traditional refuge? Read more
What’s that? A Greek deal? Don’t bother me with that noise, I have morning train reads to consume. Read more
Ed Hyman has been voted Wall Street’s top economist by Institutional Investors for 35 consecutive years. Read more
Well, THAT was interesting. Let’s see if we can do something else today, starting with the best morning train reads in the land. Read more
This week may determine winners and losers. Read more
Tsipras is tweeting, China is down $1.2 trillion in market cap, and we have your prime cut, dry-aged morning train reads. Read more
Pour yourself a mug of slow brewed iced coffee, and settle in for our longer form weekend reads. Read more
Where you live shouldn’t distort your portfolio. Read more
Friday is here, as is the best set of morning train reads you will see. Read more
Forget stocks and look at the bond market. Read more
Our Straight Outta Compton morning train reads. Read more
Companies that trade on exchanges have dropped by half since 1996. Read more
Our remarkably, purposely, blessedly, Greek-free morning train reads. Read more
My two-for-Tuesday morning train reads. Read more
Nick Hanauer, an early Internet adopter and venture capitalist. Read more
A new report shows the top is pulling away from everyone else. Read more
Welcome to summer. Start it off right with our low-humidity, morning train reads. Read more
Pour yourself a mug of French roast, settle into your favorite chair, and enjoy our longer form weekend reads. Read more
The status quo is torture for all concerned with no end in sight. Read more
Cruise into your weekend with our algorithmically neutral morning train reads. Read more
High-end real estate is doing great; the rest so-so. Read more
Our locally grown, 40-day dry-aged morning train reads. Read more
Financial analysts are asked to do the impossible: predict the future. Read more
Happy FOMC day! Start it off with our organic, Yellen-free morning train reads. Read more
The former AIG chief’s legal victory is a win in name only. Read more
Our hand-crafted, Two-for-Tuesday morning train reads. Read more
Richard Thaler, founding father of behavioral economics. Read more
Eight hundred years after the Magna Carta was signed, we continue the Anglo-American legal tradition of morning train reads. Read more
Good Saturday morning. Pour yourself a double espresso, and settle in for our longer form weekend reads. Read more
Wrapping up the week, with our allergy stricken morning train reads. Read more
Employee turnover is down, but will profits rise? Read more
Heckuva rally yesterday! Could it last another 2 years? You will have to read our custom MTO (Made to Order) morning train reads to find out. Read more
A new website autopsies the flops. Read more
Welcome to mid-week. Here are our local, organically grown morning train reads. Read more
Be one of the winners, not one of the losers. Read more
My two-for-Tuesday morning train reads. Read more
Scott Galloway on marketing and branding in the digital age. Read more
What’s random and what’s significant? Read more
Start off your workweek right with our hand curated morning train reads: Read more
Welcome to the weekend! Settle into your favorite easy chair, pour yourself some Komodo blend high octane go-juice, and jump into our longer form reads. Read more
How other investors read the figures also matters. Read more
The week is almost over. Our reserved, aisle-seat morning train reads for your perusal. Read more
Hey, it’s Thursday. You are so close to the weekend, when you can start working on that summer reading list. Meanwhile, our morning train reads. Read more
Informative, entertaining or both. Read more
Made it to mid-week. We have your Brooklyn sourced, locally grown, morning train reads. Read more
Jazz guitarist John Pizzarelli on thriving in the download and hip-hop era. Read more
Humans make awful investing decisions all on their own. Read more
My two-for-Tuesday hand curated morning train reads. Read more
Denying responsibility obscures the causes of the financial crisis. Read more
Welcome to Monday! Ease back into your workweek with our slow smoked morning train reads. Read more
Pour yourself a cup of espresso roast, settle into your favorite chair, and enjoy our longer form “How” edition of our weekend reads. Read more
Dimensional Fund head David Booth’s applied lessons from University of Chicago. Read more
What? Another weekend is here already? But you can’t leave for the Hamptons just yet — our late Spring morning train reads will see you through. Read more
The worst collapses leave investors with lasting scars. Read more
For those of you complaining about the lack of volatility, I hope you are happy now! Our vine-ripened morning train reads. Read more
Democrats and Republicans might get what they want. Read more
Hand curated, dry aged, lovingly selected: Our mid-week morning train reads. Read more
Consider the range of likely outcomes. Read more
My Two-for-Tuesday, post-holiday weekend morning train reads. Read more
We know you’ve been waiting for them so here they are — your weekend reads. Read more
A show once taped on VCRs now is sampled on YouTube. Read more
Three day weekend! Get it started right with our artisinal morning train reads. Read more
It’s Fleet Week in NYC — say hello to a sailor. And full sail ahead into our morning train reads. Read more
That’s something everyone should welcome. Read more
It’s mid-week already, and your three (four?) day weekend is almost here. Until then, we have your fire-roasted morning train reads. Read more
It’s happening, but on a different schedule. Read more
Our 2-for-Tuesday morning train reads. Read more
Back to the daily routine, beginning with the best morning train reads in the land. Read more
We know you’ve been waiting for them so here they are — your weekend reads. Read more
Size is his advantage. Read more
European bond yield spikes, new all time highs on S&P500 — it was a heckuva of a week! Wrap it up with out free-range morning train reads. Read more
My “wish-our-trains-had-automated-brakes-like-civilized-societies-do” morning train reads. Read more
Nice recovery yesterday leads to green futures today for our morning train reads. Read more
Henry Blodget, former Wall Street research star, rebounds as head of Business Insider. Read more
Art auction records say more about billionaires than markets. Read more
Futures are red as the bond market starts recognizing that nothing goes in one direction forever. Except our morning train reads. Read more
Don’t pay too much attention to individual data points. Read more
Ahh, good to back in the East Coast swing of things, recovering from jet lag. Here are my West Coast, Napa sourced morning train reads. Read more
Even on the road, I can’t help but collect my favorite long-form reads for your Saturday morning enjoyment. Read more
We are wrapping up a long productive fun week on the West Coast, where we ate our way from Napa to SF to Cupertino and back. The last of our West Coast morning reads. Read more
Late night at the TunnelTop bar in San Francisco, slow getting in gear this morning. Here are my noon reads. Read more
I must be fully on West Coast time, because these morning reads are coming out later and later each day. Read more
Succeeding after failure. Read more
Happy Cinco de Mayo day. Here are our West Coast derived, not so early morning reads. Read more
Good San Francisco morning! Just because I am three thousand miles from home does not mean I would abandon you. Some not-so -early morning reads. Read more
Greeting from Sunny California! Our hand-curated, longer-form weekend reads. Read more
The week comes to close, and we have you covered, with our organic, free range morning train reads. Read more
Maybe big institutional investors could make a difference. Read more
Some days the news flow is just weird. Like today. Our morning train reads. Read more
Its predictive value is minimal. Read more
The news flow never stops, and neither do we. Our hand curated morning train reads: Read more
Liz Ann Sonder, Charles Schwab’s chief investment strategist, oversees $2.52 trillion in client assets. Read more
There’s a tax, just not on dying. Read more
It’s very much a Two-for-Tuesday in our morning train reads. Read more
U.S. highways are a wreck for no good reason. Read more
Welcome back to the workweek. Let’s kick it off right with our expertly curated morning train reads. Read more
It’s the weekend, and that means our longer-form, Brooklyn sourced, artisanal reads. Read more
It can take years to recover from the frenzy. Read more
As the week comes to a close, we begin prepping you for the weekend with our expertly curated morning train reads.Read more
U.S. stock markets might go nowhere for a while. Read more
Now that the mystery of the 5-year old Flash Crash has been solved, onto our morning train reads. Read more
The legal charges against former Goldman Sachs computer programmer Sergey Aleynikov keep falling apart. Read more
Halfway through the workweek, and its time for the best morning train reads in the land. Read more
Princeton economist Alan Krueger did ground-breaking research on higher pay and jobs in the fast-food industry.Read more
Markets were in rally mode yesterday, recovering almost all of the downside from Friday’s bloodletting. Futures look like they might make that happen today. Oh, and morning train reads. Read more
People who offer investment advice to the public — including stock brokers — should have to put the client’s interests first. Read more
Welcome back to the workweek, as earnings season starts to heat up. We have you covered with our artisanal morning train reads. Read more
Pour yourself a strong mug of Côte d’Ivoire coffee, and enjoy our longer form weekend reads. Read more
Cutting taxes is often sold as a way to stimulate the economy at little or no cost to government revenue. It doesn’t work. Read more
It was a busy week, but it’s not over yet, as futures warn of downside pressure in equities. Our morning train reads will get you ready. Read more
Here’s some career advice for the former Federal Reserve chairman. Read more
The long awaited appearance of spring is in full flower in NYC, with warm sunny weather and buds blooming everywhere. Also, morning train reads. Read more
Some changes to the tax code would make it easier for Americans to save for retirement. Read more
It’s that day again, when you get to humblebrag about how much you are paying in taxes. Hence, our Uncle Sam inspired morning train reads. Read more
Barry Ritholtz interviews Rick Ferri, founder and chief investment officer of Portfolio Solutions. Read more
The U.S. presidential race heats up — 18 months prior to election. I yearn for a more civilized process, like the U.K.’s. Oh, and our morning train reads. Read more
If the U.S. can reach a deal with Iran over its nuclear program, it may yield a peace dividend. Read more
Start the workweek — and the beginning of earnings season — right with our hand-curated morning train reads. Read more
Good Saturday morning. Pour yourself a hot mug of Kenya AA coffee, and enjoy our longer form weekend reads.Read more
New York City’s pension fund might save money by bringing asset management in-house. Read more
The weeks over already — how did that happen? Finish strong with our hand curated morning train reads. Read more
Markets are like a roller coaster, rarely yielding returns that hit the average. Read more
It’s a “mixed” batch of news this morning, but we never let that stop us from curating the best damned morning train reads in the business. Read more
Barry Ritholtz interviews restaurateur, TV cooking show host and cookbook author Bobby Flay. Read more
Need something to do while you await the FOMC Minutes? Start with our morning train reads. Read more
Politically driven ideology tends to make it hard to think clearly about the economy. Read more
It’s a Blue Devil morning! Our come-from-behind, morning train reads. Read more
The S&P 500’s reliance on market valuations was an improvement over price-weighted indexes, but it was far from ideal. Read more
Welcome back from the holiday weekend to a light workweek. Many schools are closed for spring break, but no worries, we have your morning train reads. Read more
Good Saturday. Pour yourself a hot mug of Brazilian arabica and enjoy our longer-form weekend reads. Read more
It’s Good Friday, and the start of Passover. Here are your 3-day weekend at home morning reads: • Opening Windows: A once-dominant … Read more
McDonald’s minimum-pay raise for workers in some of its restaurants probably isn’t enough to wean them from public aid. Read more
The news flow never stops, and neither does our braised, slow smoked morning train reads. Read more
Barry Ritholtz interviews Charley Ellis, former chairman of the Yale Investments Office and CFA Institute and founder of Greenwich Associates. Read more
No foolin’ around with our April Fool’s morning train reads. Read more
Indiana’s adoption of a law that might provide cover to gay discrimination could hurt the state’s economy. Read more
Heckuva of a way to start the week, with a giant rally — let’s see if it sticks. Meanwhile, our morning train reads. Read more
The national collegiate basketball championship offers lessons on forecasting, probability and mean reversion.Read more
Back to the workweek! Spring has sprung, the futures are green, and it’s time for our morning train reads. Read more
Welcome to the weekend. Pour yourself a mug of Guatemalan Antigua Valley coffee, settle in for our long form Saturday morning reads. Read more
Those who predicted a rise in interest rates in the past were wrong, and there’s no reason to think rates will rise soon. Read more
Where does the time go? Its already Friday, and we present the finest morning train reads in the land. Read more
Hard to believe, but this is our first morning train reads of the post-Clarkson era. Read more
Most of the people talking about the state of the financial markets have motives that they don’t bother revealing.Read more
Midweek, and the news-flow continues apace. It is our privilege to bring you the finest custom morning train reads in the land. Read more
Barry Ritholtz interviews Meb Faber, chief investment officer of Cambria Investments. Read more
The world keeps spinning, the news keeps flowing, and we sort it all out for you with our morning train reads. Read more
There are similarities between investing and trying to predict the teams that advance in the NCAA men’s basketball tournament. Read more
Start your workweek right with our artisanal morning train reads. Read more
Spring has sprung! Before you go out to enjoy that delightful warmer weather, enjoy these longer form weekend reads. Read more
It isn’t always easy to tell when we’re in a short-term cyclical stock market or long-term secular market. Read more
Good Friday morning. That week went by quickly. Finish it up with our hand curated morning train reads. Read more
A lot of what ails the U.S. can be fixed by refinancing debt at today’s low rates and issuing new bonds to finance repairs of crumbling infrastructure. Read more
Good post-FOMC rally morning. Settle in for our daily train reads. Read more
There’s less than meets the eye in the dot plot of Federal Open Market Committee’s expectations of future interest rates. Read more
Its day two of the FOMC meeting. Your patience will be rewarded with our midweek morning train reads. Read more
Barry Ritholtz speaks with Brad Katsuyama of IEX Group. Read more
There’s strong demand for high-quality sovereign debt and not enough supply, which means yields will stay low for a long time. Read more
The Dow rose 140 last Monday, was down 330 on Tuesday, +260 on Thursday, -250 on Friday (before finishing -145), while yesterday +228. And today? We have your morning train reads. Read more
Good Monday morning. Let’s jump right in with our daily train reads. Read more
The weekend is here! Pour yourself a steaming hot mug of Jamaican Blue Mountain, and enjoy our longer form reads. Read more
Between the tweet and the column falls Ritholtz’s random musings. Read more
The week is over already? How did that happen so soon! No worries, we have your artisanal morning train reads.Read more
Wall Street bonuses are huge. That doesn’t mean they’re unfair. Read more
Have I mentioned how much I hate daylight saving time? It’s why your morning train reads from your never-uses-an-alarm-clock author are late. Read more
A large majority of Americans — 70 percent — have no idea who Fed chief Janet Yellen is. Read more
Our morning train reads will help you through the rest of your miserable week of adjustment to the idiocy that is day light savings. Read more
Gold has been declining for more than three years and expectations for hyperinflation and economic collapse never materialized. Read more
Friday’s Jobs-driven sell off gave way to Monday’s rally, which has led to today’s red futures, and . . . and the beat goes on. Oh, and our morning train reads. Read more
The addition of Apple to the Dow Jones Industrial Average shows the keepers of the index are late again to keeping track of the market. Read more
The “Masters in Business” radio podcast features Michelle Meyer, senior U.S. economist for Bank of America Merrill Lynch. Read more
Welcome back to the working week, where Apple has a reveal and other interesting things are queued up — including our morning train reads. Read more
Welcome to the weekend and the beginning of the end of winter. To celebrate, pour yourself a strong cup of coffee, and enjoy our longer-form Saturday morning reads. Read more
What to look for in today’s jobs report Read more
This has been quite the week. Here are your pre-NFP morning train reads. Read more
Another snow storm. Sigh. Hopefully, our morning train reads will help you through our winter of discontent. Read more
Adjusting stock indexes for inflation is a waste of time because corporate earnings, which drive share prices and indexes, already reflect inflation. Read more
It’s Wednesday, and we have only had two snowstorms so far this week. Read more
Good Nasdaq 5,000 morning, a long time coming to say the least. We are not letting any irrational exuberance impact our morning train reads. Read more
Barry Ritholtz chats with Joe Saluzzi of Themis Trading in this week’s ‘Masters in Business’ podcast. Read more
Rather than trying to be like Warren Buffett, investors should try to find an investing style and philosophy that suits them. Read more
Welcome back to the workweek. Here are our snowy Monday morning train reads. Read more
Settle into to your favorite easy chair, pour yourself some freshly brewed Sumatra coffee and enjoy these longer-form weekend reads. Read more
Investors can’t anticipate or exploit big events, and they should stop trying. Read more
A long week skitters to an end. And, our morning train reads:America’s trading desks are imploding (Quartz)On the Extremes: Dont take a … Read more
By helping to prevent a depression after the financial crisis, the Federal Reserve gave the Republican-controlled Congress cover to shirk its duties. Read more
It’s good not to have a job that requires annual testimony in front of idiots. Selecting 10 bulleted morning trains reads is much less stressful. Read more
This morning’s train reads were prepared with a heavy heart, but no worries, we still have you covered. Read more
Changes in rules governing retirement-plan managers and advisers will lower their fees, increase retirees’ savings and help limit tax increases. Read more
My Big Fat Greek morning train reads. Read more
Barry Ritholtz chats with Cliff Asness in this week’s ‘Masters in Business’ podcast. Read more
Wal-Mart plans to raise the wages of hourly workers because it didn’t have much choice as minimum-wage rates rise and the labor market tightens. Read more
Welcome back to the last full work-week of the shortest month of the year. Start it off right with these morning train reads:Dear Silicon Valley: … Read more
Settle into your favorite easy chair, pour a cup of joe, and enjoy our longer form weekend reading. Read more
Here are our end of week morning train reads. Read more
Happy Chinese New Year — the year of the goat. No goats, though, in our morning train reads. Read more
Another lovely day in NYC — crisp, sunny and cold. It might be warmer after you absorb our extra-strength morning train reads. Read more
Barry Ritholtz interviews Jim McCann of 1-800-Flowers in this week’s ‘Masters in Business’ podcast. Read more
Its a vacation week in the U.S., but that doesn’t mean we stop reading, and neither should you. My morning train reads. Read more
Three day weekend! No worries, we have some morning reads for you. Read more
Settle in with a big cup-o-joe, and enjoy our longer-form weekend reads. Read more
The idea that every investment decision reflects a forecast about the future is flawed. Read more
There is no reason to fear Friday the 13th, not when you have the best morning train reads in the land. Read more
Investors keep pumping money into hedge funds, even though they would do better buying index funds. Read more
Straight-outta-Brooklyn, our craft brewed, dry-aged, hand curated morning train reads. Read more
No Williams, no Colbert, and soon no Letterman and no Stewart. No worries, we have you covered with our morning train reads. Read more
Barry Ritholtz interviews Dan Alpert in this week’s ‘Masters in Business’ podcast. Read more
U.S. equities are flat for the year — a notable improvement from last month. Our morning train reads. Read more
Friday’s jobs figures were big, yet even before the release, the birther/vaxxer/flat-earther crowd had warned us about phony numbers. Read more
Welcome back to another weak of energy, volatility, Greece and snow. And of course, our morning train reads. Read more
Good Saturday morning. Pour yourself a mug of strong brew, settle into your favorite easy-chair and get ready for our long-form weekend reading. Read more
The monthly jobs numbers matter much less than the trends. Read more
Is the week over already? Here are my pre-nonfarm payroll morning train reads. Read more
Grilled Cheese Truck market valuation may be a sign of excess in financial markets. Read more
These markets keep getting more interesting, if that’s even possible at this point. Here are the best curated morning train reads in the land: Read more
Bonds in 2015 are off to their best start in at least 40 years. Read more
Our free range, hand selected, micro-brewed morning train reads. Read more
That was a fun reversal yesterday. Let’s see what today holds, after you peruse our slow aged morning train reads.Read more
Listen to Barry Ritholtz interview angel investor Howard Lindzon in this week’s ‘Masters in Business’ podcast. Read more
There are lessons for investors in the Seattle Seahawks’ Super Bowl loss. Read more
Now THAT was a game. Here are my post-Superbowl morning train reads: Read more
That’s the first time we’ve had two consecutive negative months in several years. No worries, we have some longer form weekend reads while you digest that Read more
John Bogle’s investing philosophy needs some updating to reflect new findings. Read more
The work week is ending, the Superbowl is almost here, and we have our guaranteed 13.5 PSI morning train reads.Read more
Here are the post Fed day morning train reads: Read more
Apple’s blow-out earnings show just how inept Wall Street analysts are. Read more
We survived the snowpacalypse, with both electricity and internet access intact. Hence, our free range morning train reads. Read more
Wild swings in financial markets tend to reflect random noise as much as new information. Read more
My morning “Snowpocalypse Not” cancelled-trains-can’t-get-into-the-office-even-if-I-wanted-to AM reads. Read more
The notion that all U.S. job growth can be traced to the energy industry and Texas is flawed and biased. Read more
Here are our ‘pre-Juno snowstorm of the centur’ morning train reads (while the trains are still running). Read more
Barry Ritholtz interviews Bill Gross in Part 2 of the ‘Masters in Business’ interview. Read more
Pour yourself a strong cup of Sumatra, settle into your favorite chair, and enjoy our longer form weekend reads.Read more
Busy week snuck by when we weren’t looking. No worries, our morning train reads are primed to go. Read more
Enjoy what little you have left of the work week, and be happy you are not hobnobbing with the oh-so-very annoying folks at Davos. Read more
Greetings this morning from Bainbridge Island! Here are your locally-grown morning reads. Read more
Welcome back to a holiday shortened work week. We have your hand-curated morning train reads ready to go. Read more
Markets are closed for the Martin Luther King Day holiday in the states, but no worries, we still have your reads queued up. Read more
Settle into your favorite easy chair, fill a mug of hot joe and enjoy our longer form weekend reads. Read more
Barry Ritholtz talks with Bill Gross in this week’s Masters in Business podcast. Read more
Comparing the well-being of the poor today and royalty from centuries ago is irrelevant. Read more
Heckuva week, but it’s almost over. To tide you til the weekend, here are our morning train reads. Read more
The central banks of the three big developed economies have taken different approaches to economic recovery, with three different results. Read more
Futures are all over the place this morning. Here are some other things to pay attention to today. Read more
Futures look soft, as the United States seems to be taking directions from Europe. Our morning train reads. Read more
Bill Gross speaks to Barry Ritholtz on the Fed, crumbling infrastructure and, of course, getting fired at Pimco. Read more
Futures look to regain most of yesterday’s sell off — kinda just like yesterday’s futures looked (didn’t work out too well). Our morning reads. Read more
Barry Ritholtz and Patrick O’Shaughnessy talk about how millennials can invest in this week’s ‘Masters in Business’ podcast. Read more
Just how did Bill Gross’s investment track record rate in his final years at Pimco? Read more
A new week begins, a fresh chance to see what will be. Our morning train reads. Read more
Good Saturday morning. To cap off a fast moving week, pour yourself a strong cup of joe, and settle into your favorite chair for our longer form, weekend reads: Read more
Between the markets, the bone chilling cold, and the terrorist attack in Paris, this weekemd cannot get here soon enough. Of course, we have your morning train reads. Read more
Despite single-digit temps in New York City, we have your early morning reads warmed up and ready to go. Read more
Here’s what Barry Ritholtz hopes to see happen in the new year. Read more
Futures are higher this morning, but we never know what that means. Let’s see if today’s bounce has any staying power or not. Oh, and, morning train reads. Read more
American say for the first time that poor leadership is the country’s biggest problem. Read more
Good oil-will-eventually-find-a-bottom morning train reads. Read more
Economic and market forecasts in 2014 were wildly off-target. Read more
Welcome to the new year! Let’s get you started with our hand curated morning train reads. Read more
Pour yourself a hot cup-o-joe, settle into your favorite easy chair, and enjoy our longer form weekend reads. Read more
Presenting my first-market-day-of-the-new-year morning reads. Read more
Barry Ritholtz’s morning reads. Read more
My nasty head cold is starting to break, just in time for celebrations this evening. Oh, and our morning reads. Read more
My morning pre-holiday reads. Read more
If someone doesn’t want you to see something, that guarantees it will get more attention than it deserves. Read more
I’m not quite back from vacation, and fighting off a nasty head cold. But DayQuil and our reads will get us through the day. Read more
Barry Ritholtz takes a brief respite from traveling to bring you these longer-form weekend reads. Read more
Good Saturday morning. Pour yourself a strong cup of Joe and settle in for our longer-form weekend reads. Read more
Investors have little understanding of the events unfolding before their own eyes. Read more
The week is coming to an end, as is the calendar year. Here’s one of our last morning train reads to round out the year. Read more
Does it make sense? That’s the first question everyone should ask about anything related to finance. Read more
As we rapidly approach the week’s — and the year’s — denouement, its important to keep some perspective (William Goldman was right!). Our morning train reads. Read more
My post holiday party, how did I get home from Brooklyn, morning reads. Read more
Surveys of market sentiment offer little information that’s useful to traders. Read more
The news flow is fraught with distractions and irrelevancies, but we have your back. Read more
Barry Ritholtz interviews Bill Grueskin in this week’s ‘Masters in Business’ podcast. Read more
This hasn’t been a great year for most hedge funds; expect more of the same next year. Read more
This is the last full work week of the year before the holidays erupt. We got your over fresh reads, butter melting and ready to go. Read more
Pour yourself some Arabica coffee, settle into your favorite easy chair and enjoy our longer-form weekend reads.Read more
What the pickup in the economy means for stocks, bonds and the Federal Reserve. Read more
It’s finally Friday, the end of a rough week that saw oil heading to $50. Here are our morning train reads. Read more
With gas prices falling, now is the time to raise the federal fuel tax to pay for improving roads. Read more
Here are our early morning train reads, now with even less insider trading. Read more
Welcome to the middle of the week with our hand-curated morning train reads. Read more
The idea that the U.S. government cooks the books on economic data doesn’t hold up to scrutiny. Read more
Barry Ritholtz interviews real-estate expert Jonathan Miller in this week’s Masters in Business podcast. Read more
Is today the day that oil finally catches a bid? If prices keep falling this fast, Elon Musk won’t need all those batteries. Here are our reads. Read more
A few gift ideas for your favorite hedge-fund manager (or anyone else). Read more
The holiday season is in full swing but it won’t interfere with our morning reads. Read more
Good Saturday morning. Settle into your favorite easy chair, pour a hot cup of Joe and enjoy our longer-form weekend reads. Read more
Watch the trend in the monthly jobs report, not the number in any one month. Read more
Have we reached the end of the week already? No worries, we have you covered with our hand-crafted morning reads. Read more
Giving to charity is personally fulfilling and it helps those in need, but some charities are better than others in channeling donations to where they are most needed. Read more
It’s been a surprisingly strange week as December rushes headlong towards the end of the year. Read more
In the latest “Masters in Business” podcast, Barry Ritholtz speaks with Lakshman Achuthan, co-founder and chief operations officer of Economic Cycle Research Institute. Read more
We’re midway through the week — well, almost. Here are my morning reads to help carry you through. Read more
The stories devised to explain why gold will rise, even though it has fallen for four years, are exercises in valuing narrative over analysis. Read more
My straight-from-Brooklyn, ironically-goateed morning reads. Read more
There’s lots of gloom about the latest Thanksgiving holiday weekend retail sales, though the truth is that the surveys don’t give an accurate picture of how retailers performed. Read more
I’m back from the holiday and five pounds heavier. Our morning train reads, however, are the same lean format you’ve come to know and love. Read more
How are you surviving the holiday weekend? I hope you can find time to enjoy some coffee and settle into your favorite chair for our longer-form weekend reads. Read more
Attention shoppers: your Black Friday reads are here. Read more
Happy Thanksgiving. Here are our Turkey Day reads. Read more
Forecasts for large increases in holiday retail sales, designed to get consumers into stores, are highly inaccurate and should be ignored. Read more
My pre-Thanksgiving reads for your traveling enjoyment. Read more
Too much of what passes for debate about financial markets is massaged and manipulated to support biases. Read more
My mouth is already watering for Turkey Day. Hopefully, the weather won’t interfere with your travel plans. It certainly didn’t interfere with our morning reads. Read more
Barry Ritholtz interviews Yale University economics professor and 2013 Nobel Prize winner Robert Shiller. Read more
Welcome back to a holiday-shortened week. I am pre-dieting in anticipation of Turkey Day. Here are our low-calorie morning reads. Read more
It’s the weekend! Pour yourself a mug of Jamaican Blue Mountain, settle into your favorite chair (where are my reading glasses?) and enjoy our reads. Read more
Now that the stock market is rising again, what happened to all those panicked forecasts of a crash made in September and October? Read more
It must be Friday. Here are our morning reads. Read more
The business of managing money seems to have recovered rather well from the financial crisis and has more assets under management than ever. Read more
It looks like a bumpy ride today as futures soften, the Yen falls and gold catches a bid. Enjoy it all with morning reads. Read more
Hey, it’s FOMC minutes day. If that’s not enough to get you flush with anticipation and excitement, there are always our morning reads. Read more
Self-help guru Tony Robbins may help people realize their personal potential, but his financial advice won’t do anyone much good. Read more
In this week’s “Masters in Business” podcast, Barry Ritholtz interviews Jack Rivkin, chief investment officer at Altegris. Read more
Welcome to Turnaround Tuesday, which on my calendar follows Merger Monday. Read more
Wealth, public policy and economic inequality developed along two very different paths in Europe and the U.S.Read more
Once more unto the breach with our morning reads. Read more
That sure was a fun week! Settle into your favorite chair with a hot cup of Kona and enjoy our longer-form weekend reads. Read more
The numbers break down like this: Gross earned $290 million as his year-end bonus for 2013. Read more
Busy day today — be sure to check back for some breaking news. Read more
We follow the wealthy the way we follow our favorite sports teams. I am surprised some fantasy billionaire game has not yet popped up. Read more
Our decidedly asymmetrical reads. Read more
The markets are in record territory, there are very few signs of inflation and this remains an unloved equity rally. Commodities, bonds and factors, all make it into our morning train reads. Read more
Making specific predictions about the stock market or the economy is a risky business because the forecasts probably will be wrong. Read more
Barry Ritholtz talks with Mark Cuban, owner of Dallas Mavericks, co-founder of Broadcast.com and a regular on ABC’s ‘Shark Tank,’ in this week’s ‘Masters in Business’ podcast. Read more
Good morning. There seems to be no bid these days in oil or gold, a condition which has to end eventually. Oh, and here are our morning reads. Read more
It looks as if you can buy happiness, after all.At least, in limited amounts, and up to a point.That seems to be the conclusion based on a recent survey by … Read more
Welcome back to the workweek. Be sure to thank a veteran for their services this week. On to our morning train reads: Quantitative … Read more
It was a heck of a week. Settle into your favorite easy chair, pour yourself a hot cup of joe and enjoy our longer-form weekend reads. Read more
Where did this week go? It went by fast, unless you own a lot of gold, then it was painfully slow. Here are my morning reads to help wrap it up. Read more
The average American is falling further behind in getting out from the debt left over from the boom before the Great Recession. Read more
Here are my Thursday morning reads to help get your day started. Read more
Investor indifference or hostility to the market can sometimes augur well for the stock market. Read more
There will be a new Senate in town. Here’s a special election edition of our morning reads. Read more
Barry Ritholtz talks with Ralph Acampora, founder of the Market Technicians Association, in this week’s ‘Masters in Business’ podcast. Read more
The midterm elections will change little because our leaders refuse to grapple with the big issues. Read more
It’s election day and we have a special edition of our morning reads for you to enjoy. Read more
Every year,forecasters make predictions about holiday retail sales in an act of wild guesswork. Read more
Welcome to November. Here are our morning reads to get your month started. Read more
Settle in and enjoy our longer-form weekend reads. Read more
Here are some things that are worth noting, even if they don’t quite warrant further elaboration. Read more
Japan goes trick-or-treating. Here are my Friday morning reads. Read more
The end of the Federal Reserve program of quantitative easing is a good time to revisit why bad and flawed economic ideas survive, even when they have been proven wrong Read more
Presenting our day-before-Halloween morning reads. Read more
We’re midway through the week. Will this torrid rally take a breather or is the snapback just an oversold bounce? We’ll explore in our morning reads. Read more
New revelations about how the Red Cross mismanaged the Hurricane Sandy relief effort should be troubling to anyone who donates to the charity. Read more
Bad math leads us astray, making it hard to think clearly about what makes logical sense. Read more
Barry Ritholtz interviews Paul Krugman in this week’s ‘Masters in Business’ podcast. Read more
Last week’s strong markets seemed to make everyone forget all the things they shouldn’t have been obsessing about in the first place. I guess that means October is almost over. Read more
The magazine cover story for a general news magazine can serve as a contrary investment indicator. Read more
Good Monday morning. Here are my hand-selected reads to help get your day started. Read more
Welcome to the weekend. Pull up an easy chair, pour some coffee and enjoy our longer-form weekend reads. Read more
Mortgage-lending standards, after being too lax in the 2000s, have swung to the opposite extreme. Neither is justifiable or helpful. Read more
Get ready for your weekend with our expertly curated morning reads. Read more
Can natural gas really surpass oil in the U.S.? Read more
My morning train reads. Read more
Where are the best future global returns likely to be found? Read more
We irrationally fear small risks while ignoring those that are much more likely to do harm to our health and investments. Read more
The U.S. stock market: Come for the volatility, stay for the confusing explanations. Read more
Here’s proof that the world’s wealth is concentrated in its cities. Read more
In this week’s “Masters in Business” podcast, Barry Ritholtz talks with James Bianco, president of Bianco Research LLC. Read more
Here are my IBM-free morning reads. Read more
Bad ideas take on a life of their own because of think tanks financed by the rich designed to perpetuate them — even though they have been proven wrong or invalid. Read more
Yesterday was the 27th anniversary of 1987 crash — in 2014 terms, that would be a one day drop of 3,700 points in the Dow. Here are our morning reads. Read more
Settle into a comfortable chair with a strong cup of joe and enjoy our long-form weekend reads. Read more
The difficulty homebuyers and owners have had in getting mortgages or refinancing existing loans offers insight into why economic growth has been so disappointing. Read more
Once again, morning train reads. Read more
There probably is still money to made in the stock market, but it’s probably going to be a lot harder. Read more
Brace yourself with our morning train reads. Read more
Oil prices are being driven lower by both declining demand as economic growth slows and rising supplies. Read more
Will we see a seven handle on crude? That certainly is possible as we work our way through our morning train readsRead more
A lot is said in a simple chart. Read more
What are you reading today? Read more
Barry Ritholtz interviews Larry Swedroe in this week’s ‘Masters in Business’ podcast. Read more
The stock market has had a significant retreat this month, but whether it’s a modest pullback or the start of a true bear market is anyone’s guess (the author fears and suspects the later). Read more
I have a feeling this week is going to get a bit funky! Start it right with our morning train reads. Read more
Settle into your favorite easy chair, pour yourself a hot cup o’ joe and reflect on some of the bigger issues with our longer-form weekend reads. Read more
This is the deck summary. Read more
Beware of mathematically grounded assertions that omit one side of the equation. Read more
Time flies when the market swings — and today looks rough as well. Your morning reads arrived just in time. Read more
Start your day off on the right foot with our morning reads. Read more
Forecasts about where the stock market will be in 2019 are likely to be about as accurate as forecasts made in 2009 were about today’s stock market. Read more
The recent decline in the U.S. stock market needs to be put into context. Read more
Yesterday was a wild one on Wall Street. Our morning reads have you covered. Read more
Gold bugs have any number of reasons for why gold should always rise in price and never fall. Read more
Don’t worry if you didn’t get a phone call from Stockholm, we still have a prize for you — our morning reads. Read more
Barry Ritholtz interviews Jack Schwager, the author of ‘Market Wizards: Interviews With Top Traders,’ in this week’s ‘Masters in Business’ podcast. Read more
Gold has declined to its lowest price in more than four year, yet that doesn’t seem to have sunk in with many of its devotees. Read more
Welcome back to the big show. Here are our morning reads to get you started. Read more
Here are our special edition, longer-form weekend reads. Read more
Bill Gross wrote a final Investor Outlook, which he never sent to clients. But the dogged Barry Ritholtz managed to get his hands on it (or so he says). Read more
We’re almost to the weekend. Let our morning reads help you across the line. Read more
There are lots of cross-currents these days and the market are starting to get squirrely but don’t worry. We have your morning train reads. Read more
We know the 1 percent are well off but wait until you see the difference between the 1 percent and the 0.01 percent.Read more
The misuse of credit, both as individuals and as a nation, is the big reason this economic recovery is so disappointing. Read more
Welcome to October — my favorite month. Here are our morning reads to get you started. Read more
The U.S. dollar is still king of global currencies though, contest how much influence it really has. Read more
Does it seem like there is more news today than usual? No worries, we have you covered with our morning reads.Read more
What makes a good investor? Barry Ritholtz chats with Byron Wien in this week’s ‘Masters in Business’ podcast. Read more
Avoid headaches and don’t be an early adopter of new technology. Read more
Welcome back to the monkey house. This morning, we bring you our reads from Detroit to Hong Kong. Read more
Pour a tall cup of coffee, settle into your favorite chair and enjoy our longer-form weekend reads. Read more
Is the week almost over? Well, we earned a break. Enjoy our free-range morning reads. Read more
Happy New Year! I am out atoning for my sins — of which there are many — but I still managed to put together these morning reads for you. Read more
Investors tend to give stock buybacks too much credit. This is why they shouldn’t. Read more
Here are our expertly-curated Wednesday morning reads to help get your day started. Read more
When the Fed bailed out the hedge fund Long Term Capital Management in 1998, it set the precedent for the Wall Street bailout almost 10 years later. Read more
Welcome to fall! Here are our autumnal equinox reads to start off the new season. Read more
Barry Ritholtz chats investment strategy with Jeff Saut, chief strategist at Raymond James, in this week’s Masters in Business podcast. Read more
The big takeaway from the decision by California’s public employees pension fund to end its investments in hedge funds is that there is no reason for long-term investors to bother with hedge funds. Read more
We’re back at our desks on Monday morning. Use our morning reads help get your day started. Read more
Good Saturday morning. Before you head out to enjoy the weekend, try perusing some of our dry-aged, longer-form reads:Farmaceuticals: The Drugs Fed to Farm … Read more
The European economy can be such a drag, and investors seem to be noticing. Read more
Celebrity stock-pickers get lots of attention from the news media, but they probably shouldn’t be taken as an indication that markets have reached a top. Read more
Here are our Friday morning reads to help round out your week. Read more
This is why Scottish banks are hoping to stay with the U.K. Read more
It’s the day after the FOMC meeting, and, apparently, a new era is upon us. Here are our morning reads. Read more
If and when investors decide that the Fed’s extraordinary accommodation is ending, look out for a bond sell-off.Read more
Harvard’s endowment fund can learn something from Calpers decision to exit investments in hedge funds. Read more
It’s the second day of the Fed meeting. Here are some reads to keep you informed and entertained until this afternoon. Read more
Six years after Lehman filed for bankruptcy, the bank has only paid about 25 percent of its settlement. Read more
The decision by the California Public Employees Retirement System to shed its investment in hedge funds is a sign of things to come. Read more
Here are our morning reads, delivered just in time to get you caught up before today’s big meeting. Read more
Barry Ritholtz interviews Laszlo Birinyi in this week’s Masters in Business podcast. Read more
The U.S. should negotiate and end to the trade embargo of Cuba. Read more
It certainly feels like autumn! We have you covered with our not-quite-leaf-changing morning reads. Read more
Good Saturday morning. After a busy and emotional week, we have some interesting reads to help you recover. Here are our long-form weekend reads. Read more
Don’t be fooled by the headlines: Million-dollar homes are rarer than they seem. Read more
Market indicators that rely on readings of investor sentiment usually offer little value in knowing when to buy or sell. Read more
It’s been a long week and I’m looking forward to the weekend; but not before giving you our morning reads. Read more
Employment in the U.S. looks better but equities are performing worse than the average recovery after a financial crisis. Read more
Thirteen years later, September 11 remains a day of reflection. Here are our morning reads. Read more
Paul Macrae Montgomery, best known as the originator of the ‘Time Magazine Cover Indicator,’ and for being the creator of the ‘Hemline Indicator of the Stock Market,’ died this weekend. He will be missed. Read more
The list of wrongdoing by banks is too long for senior executives to credibly claim that they were unaware of what was going on within their companies. Read more
This morning’s expertly curated reads: now with Apple Pay. Read more
The ECB’s quantitative easing program is almost impossible to explain in one blog post. Thankfully, we have a chart.Read more
Happy Apple Day! Here are our morning reads to get you started on the right foot. Read more
There is ample evidence of wrongdoing in the run-up to and during the financial crisis, though no senior bankers have been charged with committing a crime. Read more
An interview with David Rosenberg, the chief economist at Gluskin Sheff and Associates in Toronto. Read more
Start your day with the most important meal: Our morning reads. Read more
Hello, I will be your reading sommelier this weekend. May I suggest a hot cup of coffee as you enjoy our carefully blended longer-form weekend reads. Read more
The economy is improving — you just have to know where to look. Read more
Today’s economic news proved, once again, the foolishness of thinking that anyone can make forecasts about the future with any degree of reliability. Read more
Is it Friday already? Wherever does the time go? Here are my morning reads to help you through your commute.Read more
Investing has consequences and companies that over- or underinvest tend to do worse in terms of share price than those that get it right. Read more
I’m back in the saddle after a day off the grid. We’re bringing you today’s reads from an undisclosed location. Read more
I’ll be off the grid for a day or two; but don’t worry, we have your morning reads ready to go. Read more
While rumors of an institutional rotation — selling equities and buying fixed income — swirl, we see the opposite behavior from households. Read more
Barry Ritholtz interviews James O’Shaughnessy in this week’s Masters in Business podcast. Read more
It’s the first work day since summer ended but we have you covered with our morning reads. Read more
You may not be working but don’t worry; we have you covered with our special Labor Day reads. Read more
The weather outside is perfect. Prepare for the holiday weekend with our longer-form weekend reads. Read more
Spending more to repair and improve U.S.infrastructure makes sense and conservatives, who have balked at such spending in the past, are starting to catch on. Read more
Your three (or is it four?) day weekend is almost here! Don’t get bored on the beach, our expertly selected reads will keep your mind active while you tan. Read more
Now that the S&P 500 has closed over 2,000, let’s take a look at the index when it hit 1,000 and see what we can learn. Read more
There are valid criticisms of billionaire Warren Buffett, but the claim that he advocates for changes in tax law while trying to maximize gains for his shareholders is baseless. Read more
It’s a spectacular day here in New York and to celebrate we’re bringing you our slow-smoked reads for your pre-holiday weekend enjoyment. Read more
We are halfway to the three-day weekend, here are some delightful reads to kick off your day. Read more
This is a two-speed recovery, with those who have financial assets doing well, while those without fall behind. Read more
Student-loan debt is going to cripple the U.S. economy, at least that’s what the ‘experts’ seem to think. Here’s why they’re wrong. Read more
Just because it’s Tuesday doesn’t mean we don’t have you covered with our dry-aged, prime reads. Read more
Barry Ritholtz interviews Sheila Bair, the former chairman of the U.S. Federal Deposit Insurance Corporation, in this week’s ‘Masters in Business’ podcast. Read more
Too many Americans don’t have the math skills needed to succeed, much less understand the risks of investing.Read more
Welcome to the last week of the summer! Enjoy your last days on the beach, we’ve got you covered with our morning reads. Read more
Good Saturday morning. Pour yourself a tall cup of hot black coffee, settle into your favorite chair, and enjoy an especially robust set of long-form weekend reads. Read more
A model used to value stocks developed by Yale economist Robert Shiller has some distinct pluses and minuses.Read more
Is this week over already? How’d that happen? Don’t worry, our amuse-bouche of morning reads will ease you into the weekend. Read more
Is there an upside surprise coming for China’s equity market? The team at Bank of America Merrill Lynch seems to think so. Read more
The stock market looks as if it is headed higher, even if you’re too afraid to invest. Read more
The endless parade of news never stops, which is why we bring you these hand-curated reads each morning. Read more
If you think you can consistently pick the best performing asset class each year, you’re lying to yourself. Read more
It’s the middle of the week and we’re approaching the end of the summer. Have no fear, though, our expertly curated morning-train reads are here to help you. Read more
There are some useful, easily learned skills that can help you read news and financial reports about the markets.Read more
Here are our morning reads, exclusively sourced from a craft curator located in Brooklyn. Read more
Barry Ritholtz interviews James Chanos in this week’s ‘Masters in Business.’ Read more
It’s time to start your week off right with our hand-selected artisanal reads. Read more
The reason geopolitical events don’t have a large impact on markets is because they do little to alter the underlying fundamentals of the world economy. Read more
Settle into your favorite easy chair, pour yourself some coffee, and enjoy our long-form reads. Read more
It’s Friday! Wrap up your workweek with our expertly curated morning reads. Read more
There are invaluable lessons to be learned in events from the past, including the notion that moments of great pessimism can offer ideal opportunities for investors. Read more
Here are my morning train reads. Read more
The Consumer Finance Protection Bureau has pressed Fair Isaac Corp., the company that developed the modern credit-scoring system, to revise the information that goes into its calculations Read more
Here are my morning train reads. Read more
Record earnings can only mean one thing: Financial analysts were caught completely off guard, again. Read more
Here are my morning train reads. Read more
Doing the right thing in investing may seem harder in some ways, but the payoff is often more rewarding. Read more
Barry Ritholtz interviews Jack Brennan in ‘Masters of Business.’ Read more
What are you reading this morning? Read more
On this day in 1987, Alan Greenspan became chairman of the Federal Reserve Board. This anniversary allows us to take a quick look at what followed over the … Read more
Before you head out to play in the sunshine, here are some longer-form weekend reads to kick off your Saturday.Read more
This chart shows the beginnings of a secular bull market. Read more
Barry Ritholtz’s morning train reads, from the Yahoo-Alibaba deal to the error-proof portfolio. Read more
We may be at the halfway point in a stockmarket correction, but none of the rationales offered as to why are credible. Read more
My morning train reads, from the IPO boom to the mystery of who’s using dial-up. Read more
Here are my morning reads. Read more
Can the actions of any one person, in this case Rupert Murdoch of Twenty-First Century Fox, ever signal anything meaningful about financial markets? Read more
The Federal Reserve signified the best in U.S. during the financial crisis and recovery, while Congress is the embodiment of the worst. Read more
Here are my reads for your morning train ride. Read more
Barry Ritholtz interviews Michael Mauboussin about the role of luck in investing. Read more
Here are my Monday morning reads. Read more
Why would a small investor be interested in any of the vehicles that offer ‘hedge-fund-like’ investments? These tend to underperform real hedge funds, which tend to underperform the broader market. Read more
Good Saturday morning! Pour yourself a stiff cup of joe and get ready for our long- form weekend reads. Read more
Here are my morning reads to get your Friday off on the right foot. Read more
Here are my Thursday morning reads. Read more
Let’s not overstate the role of the Federal Reserve in our current recovery. Read more
Here are my morning reads to get your Wednesday started. Read more
Here are my reads for your morning train ride. Read more
Beware of those in the financial markets who adhere to one or another of the Can’t Lose Arguments. Read more
As the market reaches new highs, it appears that the bears are outnumbering the bulls. Read more
Good Monday morning. Here are my expertly-curated reads to get your week started. Read more
One of the oldest rules on Wall Street is, don’t fight the Fed. When the Federal Reserve is cutting rates, you want to be long equities, and when it … Read more
Listen to Barry Ritholtz’s interview with Arthur Levitt, the longest-serving chairman of the SEC. Read more
Welcome to the weekend. Here are my longer-form reads to help get you started. Read more
Here are my morning train reads. Read more
Your investment returns might be getting hurt by the strongly held beliefs you hold that don’t mesh with reality.Read more
The latest report from RealtyTrac may be worse than it seems. Read more
Good morning. Here are my reads for your ride into work. Read more
Big public pensions funds might be losing their unaccountable fascination with hedge funds after many of them underperformed while charging high fees. Read more
Here are my Wednesday morning reads. Read more
The Securities and Exchange Commission is set to vote on rule changes for the money-market mutual fund industry in a move that is long overdue. Read more
What are the best markets in the world for purchasing a home? Read more
Good Tuesday morning. Here are a few reads for your early train ride. Read more
We might be getting closer to figuring out how to predict a market top. But we’re not quite there yet. Read more
Here are my Monday morning train reads. Read more
Quirks in the model for measuring inflation lead critics of President Barack Obama to mistakenly think inflation is much higher than it really is. Read more
Rob Arnott turned the world of passive index investing upside down. Listen to the interview. Read more
Pour yourself a tall cup of joe and settle in for my longer-form weekend reads. Read more
Why is wage growth for construction workers so low? Read more
Happy Friday! Here are my morning reads to wrap up your workweek. Read more
Start your Thursday off right with my morning reads. Read more
What’s wrong with the analysis that suggests Rupert Murdoch’s bid for Time Warner point to a peak in the stock market? Read more
Exposure and risk in the over-the-counter derivatives market. Read more
Here are my morning reads for your early train. Read more
Most of the models for predicting the winner of the World Cup got it wrong. The same is true of models used to make investment decisions. Read more
Here are my reads for the morning train ride. Read more
Yes, the U.S. economy has deleveraged by shedding debt, but much of the change is the result of a large increase in asset valuations. Read more
A quick look at the status of Abenomics. Read more
Here are my expertly curated reads to start off your week. Read more
If the actions and forecasts for the pros make for unreliable market indicators, individual investors are even worse.Read more
Barry Rithotlz interviews Jeff Gundlach in the debut of his ‘Masters of Business’ radio series. Read more
Settle in for some deep dives. It’s our longer form, weekend reading: Read more
Friday morning reads from Barry Ritholtz. Read more
No one knows what will happen in the future, so you’re wasting you time paying attention to those who say they do.Read more
Americans don’t have much faith in the presidency or the Supreme Court. Read more
My morning reads. Read more
Stock market corrections are inevitable and it looks like we’re experiencing one now. Read more
Investor behavior can be more important than individual investments. Read more
My morning reads; perfect for hump day. Read more
There are ways to lower the incentives for U.S.companies to shift the location of their incorporation overseas to avoid paying U.S. taxes. Read more
Contrary to conventional wisdom, stocks aren’t terribly expensive. Read more
My early morning reads. Read more
Comparing today’s market with the 1980s. Read more
Welcome back to the workweek. Here is my morning train reading. Read more
Corrections are a normal part of financial markets. Read more
My longer-form reading for the holiday weekend. Read more
Rust never sleeps and neither do I. Read more
Here are my Thursday morning reads. Read more
A closer look at hedge funds, assets and Alpha. Read more
Here are my morning train reads. Read more
We have a Congress that seems incapable of carrying out its most basic duties and you, the American citizen, are to blame by failing to vote. Read more
Welcome to July. Here are some morning reads to start the second half of 2014. Read more
The first half of 2014 turned out very different from what the experts forecast at the start of the year. What will the second half hold for investors? Read more
Yet another reason why it’s important to pay attention to the big picture. Read more
My morning reads to start off your workweek. Read more
Until the Red Cross discloses how it spent the donations received after Hurricane Sandy, I’m not giving it more money. Read more
Presenting my longer-form weekend reads. Read more
Here are my Friday morning reads. Read more
If you work in finance, you will invariably come across an example of single-variable analysis. Almost daily, we see terrible examples of this sort of … Read more
Explaining the low volume in the markets. Read more
Here are my morning reads. Read more
Regulators may be getting ready to punish the credit rating companies for their role in the financial crisis. Read more
The world is getting wetter. And we have a chart to prove it. Read more
Here are my midweek morning reads. Read more
Here are my Tuesday morning reads. Read more
University endowments and corporate and state pension funds are underperforming because of putting too much money in so-called alternative investments. Read more
There’s a big difference between Finra and the SEC. Guess which one Wall Street prefers. Read more
It doesn’t matter whether you do or don’t believe in climate change when it comes to investing. Read more
Summer is finally here! Start it off right with our daily reading list. Read more
Presenting my longer-form weekend reading. Read more
Here are my favorite tweets from the last week. Read more
Here are my last reads of spring. Get them while they’re fresh. Read more
Former Vice President Dick Cheney’s failure to learn from his past mistakes offers valuable lessons for investors.Read more
Congress is less popular than ever. Read more
My morning reads to get your Thursday going. Read more
Amazon is introducing a mobile phone, guaranteeing that we are getting close to the point of operating system overload. Read more
My midweek reads to start the day. Read more
The way investors feel about the market is a rationalization for what they just did with their money. Read more
Where should you be investing? Read more
Good Tuesday morning. Start it off right with these reads. Read more
Start your workweek with these expertly curated reads. Read more
The spending habits of the ultra-rich can tell you a lot about the state of the market and the economy. Read more
Here are my long-form weekend reads. Read more
Here are my favorite tweets from this week. Read more
Happy Friday the 13th — with a full moon, too! Read more
Some Thursday reads for your brain. Read more
Owning up to your mistakes pays off; it has for Ray Dalio,head of the world’s biggest hedge fund. Read more
What’s up with U.S. bond yields? Read more
Hey, you made it to midweek. Here’s what you should read. Read more
Pundits who always get it wrong should be held accountable. Read more
Here are my Tuesday morning reads. Read more
Figuring out when a market has hit bottom is easy compared with knowing when it hits a top. Read more
A look at how our current recovery stacks up to other countries. Read more
Here are some expertly-curated reads to start your week off right. Read more
It isn’t an overpriced bull market until individuals become too enthusiastic. Read more
Here are my longer-form weekend reads. Read more
Let’s put the fines facing BNP Paribas and Bank of America in context. Read more
Hey now, its Friday! Read more
Since 2008, the U.S. authorities have meted out $87.53 billion in fines to global banks. That number comes from data complied by the Financial Times. Some … Read more
Let’s take a closer look at fuel-efficient vehicle sales. Read more
My morning train reading. Read more
U.S. mobile phone service is some of the worst in the developed world. Read more
How expensive are stocks? Read more
A bit of reading for the Wednesday morning commute. Read more
Gold has declined for more than two years and no end is in sight. Read more
Investors should know what to fear and, more importantly, what not to. Read more
Good morning. Here are some reads to begin Tuesday. Read more
Why are some cities recovering more quickly than others? Read more
Here are some Monday reads to prep you for the week. Read more
The trick to making better forecasters isn’t that tricky. Read more
Here is my collection of longer-form reads to start your weekend. Read more
Presenting my favorite tweets from this week. Read more
There has been some truly awful spin made in response to the recent criminal prosecutions of large banks, but this one takes the cake. Read more
May is almost over. Wherever does the time go? Read more
Hey now, it’s Thursday morning! Read more
Here are my reads for your Wednesday morning. Read more
Some reads for the beginning of this four-day week. Read more
Here are my longer-form weekend reads. Read more
Here are my favorite tweets of the week. Read more
Getting ready for the three-day weekend. Read more
Fornmer U.S. Treasury Secretary Timothy Geithner argues that the bailouts were the best response to the financial panic. His claims don’t stand up to close scrutiny. Read more
Breaking down unemployment, state-by-state. Read more
Presenting my morning reads and a nice morning to you. Read more
Charting the world’s deadliest killer. Read more
My morning reads. Read more
Most of our fears are irrational, just like our investing decisions. Read more
Good Tuesday morning. Read more
The numbers showing that 80 percent of all Manhattan real-estate deals are for cash don’t hold up. Read more
Don’t always believe what you see on the Internet. Read more
Breaking down the long-term returns for gold and stocks. Read more
Good morning. Some reads to start your workweek. Read more
Here are the reads I’ve been saving all week for your pleasure. Read more
My morning reads. Read more
Here are 10 things I’m keeping an eye on. Read more
Apple’s retail stores are unlike any other. Read more
My morning reads. Read more
The future of transportation apps looks pretty cool. Read more
Here’s a quick look at what is bullish and bearish for stock markets. Read more
My morning reading. Read more
How to give away a fortune. Read more
My morning train reading. Read more
I am always amazed at how some business models manage to hang on despite overwhelming proof of their lack of purpose or value added. Read more
Today’s chart shows how much debt projections have changed during the past four years. Read more
Good Monday morning. Start your week with these reads. Read more
For the first time since the financial crisis a majority of Americans believe they will be comfortable in retirement.Read more
Pull up a chair and settle in for the weekend reads. Read more
Here are my favorite tweets of the week. Read more
Home flippers bought houses that needed some TLC, fixed them up, then sold them for a profit. They mostly went extinct during the housing crash. Read more
We’ve reached Friday. You may now rejoice! Read more
The problems with tracking hedge fund performance. Read more
Good Thursday morning. Read more
Just how big is Alibaba? Read more
Here are some reads to start your Wednesday morning. Read more
The Ira Sohn conference is an important event for money and hedge-fund managers. Just stay avoid from their stock tips. Read more
Some morning reads to start your day. Read more
The perception that housing is a bad investment is influenced too much by recent events. Read more
Comparing Millennials to past generations. Read more
Here are my morning reads to get your Monday started. Read more
The U.S. should take advantage of low interest rates and issue long-maturity bonds. Read more
It’s the weekend and you know what means: Our longer-form, extended-play versions of your favorite hits! Read more
Explaining the puzzling and sometimes contradictory reactions to the jobs report. Read more
The weekend is nigh! Read more
Prosecutors are considering bringing criminal charges against two overseas banks for charges ranging from perjury and fraud to laundering money. Read more
It’s May Day! A holiday all around the world — except here. Read more
Any reader of this site has likely heard about the book currently setting the world of economics aflame. Read more
Americans expect to retire later, but they still ending up retiring sooner than they expected. Read more
Some morning reads to start your hump day. Read more
Let’s take a look at where job growth is occurring in the recovery. Read more
Happy Tuesday morning! Here are some reads to start you off. Read more
The crash of the high-flying tech stocks is a good thing. Read more
Investing can be a lonely business. Read more
Some Monday reads to start your week. Read more
Everyone has a reason for telling you the things they do in financial markets. Read more
Here are my long-form reads to get the weekend started. Read more
Here are my favorite tweets from the week. Read more
Did I mention it’s Friday? Read more
There are a couple of big reasons the housing-market recovery is still weak. Read more
A look at where the U.S. government owes the most money. Read more
Read these. I dare you. Read more
Are we witnessing another tech bubble? Read more
Let’s take a look at new and existing home sales to see what we can find out about slumping sales. Read more
Roads are crumbling, bridges are collapsing, and what was once considered one of the greatest achievements of any government anywhere has fallen into embarrassing disrepair. Read more
My Wednesday morning reads. Read more
Taking a closer look at the tax income and spending by the top earners in New York City. Read more
You have to read something. You should read these. Read more
The types of things people choose to invest in says a lot about who they are. Read more
Some reads for your post-holiday malaise. Read more
Why do investors keep putting money into hedge funds when so many of them underperform? Read more
Pour yourself a cup of Joe, settle into your favorite chair and cozy up with my long-form weekend reads. Read more
Some reads to keep you busy for the rest of your Friday. Read more
What the ratio of bulls to bears tells about the market. Read more
My early Thursday reads. Read more
Not all hedge are created equal; a handful out-perform the pack. Read more
Here are some reads for your midweek morning. Read more
Newsletter writer Mark Hulbert recently raised the question of what the rate of initial public offerings means for the stock market. Read more
Let’s look at where our tax dollars come from and where they go. Read more
Good Tax Day morning. Here’s what I’m reading so far. Read more
One of the elements of modern punditry that continually surprises me is the insistence that stocks are grossly overvalued. Read more
A look at investing within the presidential cycle. Read more
We’re back to the grind. Ease the transition with these reads: Read more
Stock market investors have many theories about why the market has slumped. None of them are satisfactory. Read more
Good morning. Here are my favorite long-form articles from this week. Read more
The workweek is almost over, and not a moment too soon. Read more
Whenever we see any sort of disruption in markets an explanation usually follows. Read more
Good morning! Here are some reads to start your Thursday. Read more
The retirement speech from a Securities and Exchange Commission lawyer sums up much that is wrong with the agency. Read more
Investors shouldn’t be left to their own devices. Read more
Some morning reads for your enjoyment. Read more
Much of what you hear about financial markets is noise that often is seductive, but wrong. Read more
Here are some reads for your Tuesday morning. Read more
After large gains in the stock market, bulls and bears seems to have switched places — bulls are pessimistic, while bears act as if they have been vindicated. Read more
Examining the legacy of our latest economic recovery. Read more
Good morning. Here is some reading to start off your workweek. Read more
New high-stocks have taken a beating this year, while old tech stocks that are profitable and pay dividends have held up. Read more
Pour a cup of java, and settle in for my longer-form weekend reading. Read more
While I have been busy kvetching about the weather, another payrolls report has snuck up on us. Read more
Good Thursday morning. Read more
Companies need to stop focusing on short-term returns at the expense of longer-term investments. Read more
With all the talk about high-frequency trading, here is a great graphic from Bloomberg Businessweek charting stock orders. Read more
I almost believe winter is over. Enjoy these midweek reads. Read more
The endless chatter of bubbles and crashes continues unabated. Eventually, all bull markets come to an end, and this one must eventually as well. Read more
The rich really are different and this chart proves it. Read more
The plague has broken and I can breathe again. Here is what I’m reading this morning. Read more
Airports in the U.S. are far from the best in the world. Read more
High-frequency trading is the latest way the stock market is rigged at the expense of the average investor. Read more
Monday, we meet again. My bubonic plague is improving somewhat, enough that I can bring you these reads. Read more
Pour yourself a tall cup of joe then settle into a chair with my favorite longer-form writings from this week. Read more
http://visualizingeconomics.com/blog/2014/3/25/real-price-of-gold-since-1791-updated-to-2013 Read more
The end of the week is in sight, and my bubonic plague refuses to go away. Read more
A brilliant chart on Ukraine. Read more
Happy Thursday. Read more
With Facebook acquiring virtual-reality company Oculus, one of the all time great sucker plays — the “Jumpstart Our Business Startups Act,” signed by President Barack Obama on April 1, 2012 — has been revealed as the massive bait-and-switch it is. Read more
I am home with a nasty head cold but I still delivered these reads. Read more
It’s Tuesday. That’s about all the enthusiasm I can muster. You win, winter. Read more
Some websites allow writers to post anonymous articles about stocks, creating the opportunity for abuse. Read more
Technology stocks aren’t doing so well today. Read more
These reads will ease you back into your workweek. Read more
It’s spring in New York and it’s freezing outside, so I’m going to list the the things that are bugging me. Read more
Looks like a glorious day is on tap. Grab your tablet and a cup of coffee, and settle in to enjoy these longer-form weekend reads. Read more
The workweek ends! Read more
The right question isn’t always what happened, but what might have happened in the absence of action. Read more
The markets missed the mark with Yahoo’s valuation. Read more
Some reads for the first day of spring. Read more
Venture capitalist Marc Andreessen is none too happy these days. The inventor of the Web browser and co-founder of Netscape is miffed at the latest Silicon Valley fad: Anonymous sniping from within the tech industry. Read more
Some reads for your Wednesday morning. Read more
Investors seem to require a ‘story’ to justify their decisions, even though the story often is wrong. Read more
Where are we in the market bubble? Read more
It’s the 77th morning of the year. Here are my reads. Read more
Usually, investing in what’s cheap and simple beats investing in what’s expensive and complex. Read more
The U.S. economy has just about recovered the total number of jobs lost during the Great Recession. Read more
Top of the workweek to you. Some reads for your St. Patrick’s Day enjoyment. Read more
Pour yourself a strong cup of joe and start your Saturday morning with my longer-form weekend reads. Read more
Happy Pi Day! Some reads to finish up the workweek. Read more
The robo-signing, document fabrication and mass perjury should have been fish in a barrel for even a newbie prosecutor. Read more
Honor Thor’s Day with these reads. Read more
In the world of high finance, the latest problem is taking one’s own life.Or is it? Read more
My morning train reading. Read more
With all the bubble chatter and talks of over-valued stock markets, I thought it was time to have a discussion with someone expert on the subject. Read more
Good morning. Here’s what I’m reading to kick-off my Tuesday. Read more
What does our current market need in order to build additional gains? Read more
Good Monday morning. Start your workweek out right with these reads. Read more
Five years ago today, I made the luckiest market call of my career. A few details and some context first, than an explanation as to why this was so lucky. Read more
My longer-form weekend materials. Pour yourself a strong cup of joe and settle in for some fascinating reads. Read more
My end-of-the-work-week reading material. Read more
What is to blame for this weak ongoing job creation? Is it the Fed’s fault? Obamacare? An obstinate Republican-controlled House? Read more
Perhaps the market’s ongoing rally is a testament to the evolutionary intelligence of market’s bears. The ursine crowd seem to have disappeared, but do not be fooled. Read more
Good morning. Some reads to peruse while we wait for the next geopolitical crisis to erupt. Read more
Volume and breadth are just as important to understanding a market as prices are. Read more
Good morning. Here are my favorite midweek reads. Read more
The day’s trades had barely closed, when the Johnny one-notes began their usual litany of complaints. The market is long in the tooth, we are told; the bull cycle is Fed-driven, it’s temporary, its “toppy.” Read more
Visualizing Economics has put together a simple chart that shows just how fantastic the spread is between those who are merely rich and the fabulously wealthy. Read more
My morning reading, served fresh with corn muffins and coffee. Read more
On the first of each month, I send a letter to our investors describing what we see in the world relative to their portfolios. We always try to identify … Read more
California is paying a price for water-intensive farming. Read more
Some fine reading selections to begin your work week. Read more
This weekend, I found myself in the rather unusual position of defending hedge funds. Before I explain why that is so unusual, allow me to explain what I was defending them against. Read more
Good Saturday morning. Here is my list of longer-form weekend reading for your enjoyment. Read more
It shouldn’t be surprising that the two are related. Read more
My Friday reading. Read more
People don’t mind income inequality if it results from hard work and creativity; they object if it results from government favors. Read more
When compared to the Case-Shiller home price index, the FOMC laughter chart looks even worse. Read more
Good morning. Some reads for your Thursday pleasure. Read more
Risk signals point to problems in China’s banking market, which may have implications for world financial markets.Read more
The reality of the market cap/GDP metric is much more nuanced. Read more
My midweek morning reading. Read more
The longest-lasting and strongest U.S bull markets. Read more
My morning reads. Read more
Bitcoin has value because some people engage in a form of delusion that invests any currency with value. Read more
“The FOMC was having a knee-slapping good time until everything hit the fan in 2007.” Read more
I’m back from vacation and raring to go. Read more
Forget the debate about climate change; the search for investment opportunities is on and those who don’t bother looking will miss out. Read more
My longer-form reading, perfect for the long flight back home. Read more
My before-I-take-off-for-vacation longer-form weekend reading. Read more
The gap between the super-rich and the mere rich is much bigger than the gap between the average rich and poor.Read more
What a week. It’s almost over so pack the SPF 50, one day until vacation! Read more
The reading from my slow, snow-delayed morning commute. Read more
Trying to explain why financial markets behave in a certain way often comes down to a narrative that makes sense, even if it’s not accurate. Read more
Good morning, here is what’s interesting. Read more
Some people seem to think winning investment strategies can be divined from astrology or the cosmos. Read more
Some reads to help you get through the day. Read more
When all the experts are in agreement on financial market developments,sometimes it pays to head in the other direction. Read more
Some Monday morning reads to start your week. Read more
If you let your political ideology get in the way of your investing decisions; the results won’t be pretty. Read more
Good Saturday morning. Pour yourself a strong cup of joe, settle down into your favorite chair, and enjoy these longer-form weekend reads. Read more
The present economic recovery is the most sluggish we have seen. Read more
The week is coming to end. Celebrate it with these quality reads. Read more
The non-farm payrolls report is one of the most-anticipated and least useful economic data sets. Read more
My morning reads. Read more
The Federal Reserve’s decisions on monetary policy have been misguided because of its excessive focus on the wealth effect. Read more
The lesson to draw from comparing generational lows in stock markets is that this year’s correction suggests there will be more gains in the future. Read more
My nasty-icy-morning reads while you are waiting for mass transit to unsnarl. Read more
The decline in yields on U.S. debt is a great opportunity for the country to borrow and invest in its infrastructure.Read more
Some interesting reads to start off your Tuesday morning. Read more
It’s a snowbound Monday here in the Northeast and this is what I’m reading. Read more
As January goes, so goes the market for the rest of the year, at least according to the old adage. It turns out to be wrong as often as right. Read more
Pour yourself a cup of joe, and settle in for some of our longer-form weekend reading. Read more
Good Friday morning, some reads to wrap up your work week. Read more
Here are some random observations about financial markets a week after a big selloff. Read more
Nobody pays the 45 percent estate tax unless they want to or they’re not too bright. Read more
My morning-train reading. Read more
Minimum wage policy was a big part of the President Barack Obama’s State of the Union address last night. As it turns out, 20 states plus the District … Read more
My midweek morning reading. Read more
Perhaps it is time to review all the players in the FOMC, given upcoming personnel changes. Michael Hanson at Bank of America Merrill Lynch notes some of these changes. Read more
Here are my morning reads. Read more
When more than 90 percent of of the prices and trading volume is down, the market is in clear retreat. Read more
A neat interactive graphic from the folks at Russell Investments. Read more
Good Monday morning. Here is an interesting way to start off your week. Read more
Climate changes will produce investment winners and losers and the debate about whether it’s real is over. Read more
My longer-form reads to start your weekend. Read more
It should come as no surprise that as rates rise, so too do all-cash purchases. Read more
Here is my Friday reading list to finish off your week. Read more
Why the sudden shift, from excess bullishness and exuberant expectations of more double-digit gains, to a recognition that perhaps the party won’t go on forever? Read more
There certainly have been plenty of catalysts that could hasten a 10 percent drop or worse. Read more
Good morning. My morning train reading. Read more
No one seems to be able to consistently identify what the best asset class will be for the coming year. Read more
Good snowy morning. Here are my weather delayed commuting reading materials. Read more
If we look at some of the biggest tech errors of the past decade, we see a very specific risk arising to existing companies from new technologies. Read more
The mere fact that we have not had a 10 percent or worse correction for a long time tells us very little about the state of the secular bull market. Read more
Good Tuesday morning. Here is what I am reading today. Read more
Lately, there has been a spate of research, analysis and commentary telling us that earnings are at a cyclical high that must mean revert. Stock valuations, therefore, are elevated and earnings will soon begin to fall, bringing stocks down with them. Read more
Here are my longer-form articles for your weekend reading pleasure. Read more
Earlier this week, we noted that “the Consensus Hates Bonds.” That is a small part of the reason we decided to increase our exposure to specific types of fixed income this year after having been significantly underweight bonds in 2013 Read more
A mix of disappointing earnings (See Best Buy, J.C. Penney and Sears) along with pockets of luxury strength plus strongly trending auto sales has created a jumble. Read more
Good Friday morning. Here is my end-o-week, Hey!-it’s-a-3-day-weekend reads. Read more
Good morning. Here is what I am reading today. Read more
On Monday, we saw a sell-off of more than 1 percent across major U.S. markets. Europe and Asia followed suit the next day. Read more
If you and your spouse have a quarter million dollars in real estate or other real assets, and the same in financial (401k, investments, etc.) and less than $50,000 in debt, this puts you at the 85th percentile in terms of wealth in America. Read more
Good foggy Wednesday morning. These are what crossed the transom this a.m. Read more
Last week, we published a 2,500-word opus on what lessons could be learned from the rise and fall of gold. Read more
If you want a sense of the consensus view of equities, the accompanying chart from BlackRock might provide some insight. Read more
Good morning. Here’s my early morning reading. Read more
In my biased and not so humble opinion, the world of finance blogs has grown into having a surprisingly large impact on modern finance. Read more
Good Monday morning. Here is what I am reading today. Read more
Yay, its the weekend! Here are the longer form reads I’ve saved up all week. Read more
Okay, strap in for yet another tirade on why you should (for the most part) pay very little attention to the monthly nonfarm payroll data, also known as the Employment Situation. Its hype-to-usefulness ratio is abysmally low. Read more
Good morning. Here’s my Friday on-the-Acela-to-D.C. reading. Read more
It’s finally starting to warm up, with temperatures a balmy 22 degrees. Here’s what I am reading this morning. Read more
Of all of the various government housing programs run by various federal agencies — Federal Housing Administration, Federal Housing Finance Agency, Housing and Urban Development and, of course, Fannie Mae — HARP is the most effective and efficient one out there. Read more
Here’s my hoping-we-hit-double-digit-temperatures-today morning reading: Read more
If a 20 percent drop is described as a bear market, and a 30 percent fall is called a crash — what do we call gold’s nearly 40 percent plummet? Read more
At the start of each quarter, my inbox is brightened with The Big Book of Charts – or as it is formally known, JP Morgan’s Interactive Guide to the Markets. Read more
My train delayed, man it’s cold outside morning reading. Read more
If you missed it over the weekend, Sunday’s New York Times had an amazing interactive graphic on where poverty is in the U.S. Over the past 50 … Read more
Welcome back to the first full workweek of the new year. Back to work! Read more
Merrill Lynch Pierce Fenner & Smith turns 100 today. At least, she would have been, if she was a standalone entity, and not a government rescued Too Big to Fail entity, forced into a shotgun wedding with Bank of America. Read more
Good morning, here are the longer form weekend reading materials I have accumulated over the week. Read more
Over vacation, I almost missed this cover story on housing last weekend by Jonathan Laing, Betting on the House. In it, they forecast 5 percent annual increases in home prices over the next 3 years. Read more
Good morning. My snowy, end-of-week reads: Read more
There seems to be an increasing concern that stocks have become wildly overvalued, especially in light of rising interest rates. Read more
Barry Ritholtz shares his reading list for the first work day of the new year. What are you reading? Read more
Let’s face it: You suck at investing. Your adviser sucks at investing, too. Read more
Welcome to the last week of 2013. Here’s what I’m reading: Read more
Good Saturday morning. Here are my favorite longer format reading materials from the week. Read more
Happy Merry! Some expertly curated reads to end your light, holiday-shortened week. Read more
Before you hit the stores, here are some interesting reads. Read more
Those of you who are still shopping need to seriously reevaluate your lives. For the rest of you, here are some interesting reads to start out the day. Read more
Sure, I am on vacation. But OCD never takes any time off — hence, what I’m reading this week. Read more
Kick off your vacations with my longer form, weekend reading material (expertly curated just before I head off to the airport!). Read more
These are 10 things that have me wondering, thinking, and generally, curious about. Read more
Good morning. This is what I’m reading this morning. Read more
Given yesterdayâs surprise taper, I wanted to direct your attention to a very interesting look at the Fedâs balance sheet. Read more
Good morning. Hereâs my reading for the morning commute. Read more
Outgoing Federal Reserve Chairman Ben Bernanke managed to thread the needle yesterday. Read more
What are you reading this morning? Read more
Wal-Martâs holiday public-relations headache began when a Canton, Ohio, store decided to hold a food drive for needy local families for the holidays. Read more
he percentage of people who say they are dropping out of the labor pool because they cannot find a job is falling. This is a positive economic development. Read more
Good snowy NY morning. My commute is a mess, trains are running way ate. Here is what Iâm reading while the LIRR figures out that it snows in the winter. Read more
Net total public assistance to the fast-food industry is about $7 billion dollars. (This does not include future medical costs associated with diabetes or heart disease). Read more
Good Monday morning. Here is what Iâm reading to start the week: Read more
John Coumarianos of the Institutional Imperative is a prudent value guy. He wonders aloud in a recent blog post if I am too bullish?. He raises a number of interesting points via (mostly) valid criticisms. Read more
Every year, my colleague Josh Brown puts out a collection of ‘Investment Fads and Themes.’Â This year is no different. Read more
Let us discuss information sources, methodologies, and precisely the choices we choose to make when we select what to believe. Read more
Keith Richards enlivens the end of your week. Read more
The ratio between debt and equity is moving in the right direction. Some of this has clearly been driven by rising prices, though some percentage is a function of de-leveraging mortgage debt. Read more
Here are my Thursday morning reads. Read more
Itâs that the time of the year when you probably want to pick up a bauble or two for your favorite trader, fund manager or analyst. Read more
For todayâs chart, I wanted to look at something unusual: the intra-year pullbacks of the past few decades. Read more
Good Weds morn. My early gift to you:• The Most Important Economic Stories of 2013–in 41 Graphs (The Atlantic)• Charity begins … Read more
Its that time of year again! All of your favorite prognosticators will soon be trotting out their favorite (albeit worthless) prognostications. You are advised to ignore them with extreme prejudice. Read more
Here is an interesting question: How does the present employment peak compare to the prior peak? Read more
My Tuesday morning roundup: Read more
Despite a plethora of bubble talk, chatter about high cyclically adjusted price-earnings valuations and market tops, investors have been carrying an awful lot of cash. Read more
One of the best ways to identify a market that is exhausted is to look for divergences between Breadth (i.e, the numbers of Advancing equities versus the number of declining ones) and Price (ie., New Highs). Read more
Good Monday morning. These are the items that will make the start of your week a little better informed: Read more
Hedge fund performance — and underperformance — is an area of research I have been intrigued about for several years now. It is a complex, nuanced issue which many folks misunderstand. Read more
Here are my longer-form weekend reads. Read more
This table is the result of a quick hunt for some data as to how often markets actually dive: Dr. Ed Yardeniâs discussion of âS&P 500 Bear Markets & Corrections.’ Read more
My end-of-week reading materials. Read more
Taken as a whole, can we (as defined by Asness) discover âany reasonable future outcome can justify present prices’?Read more
I find this chart provides great context for the current markets, especially given the amount of bubble chatter we hear these days. Read more
Belgium has worried account-holders, admirers of the U.S. and its very own Solyndra. Read more
What are you reading? Read more
Welcome back after the long holiday weekend, Some reading material to start off your post Turkey week: Read more
One would hope that after a decade of people lamenting the poor reporting of Thanksgiving weekend retail data, the news media might learn to do better. Read more
My longer form, weekend reading Read more
My Black Friday shopping day reads: Read more
Turkey Day is here! Enjoy the time you have with loved ones, but before that, some reads: Read more
My pre-Turkey Day reading. Read more
For so many reasons obvious to anyone who flies regularly or is not a government bureaucrat, this is a terrible ideaRead more
What is different between now and the last time the Nazz was here? Valuations, for starters. Read more
Before you get too involved in whatever, some midmorning reads. Read more
 What prices today are utterly stupid? What has run up with no logical explanation? Read more
Some Stock Bulls Tread Lightly Into 2014. Read more
The media will have blanket coverage of all things retail. The intense focus with be a potent combination of PR hype and wishful thinking that if history holds will be entirely wrong. Read more
My longer form weekend reading. Read more
1. The Dow & S&P 500 rose for a 7th consecutive week, closing at all-time highs. Read more
Here are my Friday reads to wrap up your workweek! Read more
The most perplexing thing I read this week was an odd column by Paul Merriman at MarkeWatch, ‘Why Rebalancing Could Be a Huge Mistake.’ Read more
It took more than 13 years, but the S&P 500 managed to eclipse its 2007 highs of 1576 earlier this year. Read more
My morning reading: • Grantham: Buy Wood (Reformed Broker) but see Why guru ETFs beat human gurus (Felix Salmon)• S&P 500 … Read more
Late morning reads from Barry Ritholtz. Read more
We all have war stories of the profitable sale that should never have been made. Read more
One of the favorite tropes of the âEnd the Fedâ crowd is the âfalling purchasing power of the US dollar.â Read more
Good Tuesday morning:• Alan Greenspan: Why I Never Saw It Coming (Foreign Affairs)• Benefits of Studying Insiders’ Trading … Read more
If you have been paying any kind of attention to the mainstream media the past few years, you may have noticed quite a bit of bubble chatter. Read more
One of the things I am most excited about is working with the Bloomberg Data Visualization crew to bring some interactivity to financial and economic data. Read more
Good Monday morning! Some reads to start off your workweek. Read more
Twice a year, Standard & Poor’s releases a âSPIVA Scorecardâ — a report comparing the performance of active managers versus three passive indexes. Read more
10 long form reads for the weekend. Read more
Over the past few years, the combination of low rates and tight inventory has helped bid housing prices up nationally. That situation is easing … Read more
Wow, its Friday already? This week went by quickly! Here are your pre-weekend reads: Read more
Source: BlackRock It seems that everywhere I go over the past few weeks, I bump into some form of bubble chatter. Mom and pop are … Read more
Good morning, some fascinating reads to put your brains in gear:• 10 reasons to be a bull in 2014, a bear by 2017 (MarketWatch)• What … Read more
Perhaps it’s my bias — my clients own Vanguardâs European ETF (VGK) — but most of you folks now breathlessly declaring Europeâs recovery already over had left them for dead six months ago. Read more
My morning reads, fresh from northern Connecticut: Read more
According to one study, American fast food workers receive more than $7 billion dollars in public assistance. Read more
The beneficiaries of the economic recovery have been a somewhat narrow group: Those who are highly educated and already are high earners are feeling the positive effects in both employment and wage gains. Read more
Some interesting reads to start off your day. Read more
After four years of contracting state and local governments, has the drag on local economic activity finally ended?Read more
To put gasoline prices into the starkest relief, consider adjusting total US miles traveled on a per capita basis. Read more
Quite a few people are discussing the speech given by Federal Reserve Chairman Ben Bernanke last week, titled The Crisis as a Classic Financial Panic. (See … Read more
 Imagine how much better the underlying economy might be if the federal outlays were not contracting. Read more
Wait, wasnât Twitter supposed to be dead by now? Read more
The employment situation report is the single most over-hyped, over-analyzed, over-emphasized, least-understood economic releases known to mankind. Read more
Please, when describing the process of going public, do not hand-select the best tech IPOs of the past 20 years to use as proof of how awesome all tech IPOs themselves are. Read more
My Morning Reads:• Individual investor bullishness hits six year high (Pragmatic Capitalism) see also The return of cash sparks big stock … Read more
One of the dirty little secrets about 401(k) accounts is their under-performance — returns average 3 percent to 4 percent versus 8 percent to 10 percent for comparable 70/30 balanced portfolios. Read more
The general consensus seems to be that CAPE — the cyclically adjusted price-to-earnings ratio — is elevated, stocks are overvalued, and a crash is imminent. This is a misreading of both valuation measures, as well as causes of crashes. Read more
Good Twitter IPO morning Read more
Are Animal Spirits returning to the market? Read more
What do you get when you cross an overbought market with too few bears? Often, that combination of complacency leads to a correction. So far, all it has produced is frustrated contrarian traders. Read more
Its guilty-plea Tuesday, and that means time for some reads: Read more
Lack of criminal prosecutions for bankers, hedge funds managers and other moguls has altered the calculus — huge fines are now a cost of doing business. Read more
One data point that has found a home among the bearish community is the total amount of New York Stock Exchange margin debt. It is at record highs, and this supposedly means the end of the bull market is nigh. Read more
⢠Best Stock Market Since 1997 Seen With S&P 500 Momentum (Bloomberg) but see Sommers: The Dangers of a Stock Market Melt-Up (NY Times) Read more
My goal here at Bloomberg View is to entertain, elucidate and, mostly, to disabuse you of the nonsense that occasionally passes for market commentary. Read more