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28 Jan

Returning to “Normal”

by David Kotok
Americans traditionally look at interest rates as the guide for monetary policy and have done so for half a century. We debate over...

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26 Jan

Oil and U.S. Stock Market

by David Kotok
Oil and U.S. Stock Market David R. Kotok Cumberland Advisors, January 25 1016     Hartford Funds has published an analysis of...

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22 Jan

1978 Ferrari 512 BB

by David Kotok
The Berlinetta Boxer is a design that is over 40 years old, and yet it still looks fresh, sleek and modern. It has held up unusually...

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22 Jan

Divergences 

by David Kotok
The issue is easily defined: Convergences reduce volatility. Divergences increase volatility. That defines the yin and yang of markets....

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28 Dec

“2015 Goodbye!  2016 Hello?”

by David Kotok
As 2015 comes to a close, we reflect on the turmoil that we witnessed throughout the year. It has been intensifying. Volatility is...

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5 Mar

NASDAQ 5000 – Crash? Bubble? Fair Value?

by David Kotok
NASDAQ 5000 – Crash? Bubble? Fair Value? March 4, 2015 Almost fifteen years ago, on April 1, 2000, we wrote and published a piece...

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23 Jan

Markets Measure; They Don’t Forecast

by David Kotok
2009 Outlook—Markets Measure; They Don’t Forecast David Kotok December 27, 2009     We are starting this commentary with...

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  • About Barry Ritholtz

      Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in...

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