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3 Aug

Tension Between Incoming Data and Forecast

by Barry Ritholtz
“The lags between policy actions and their effects imply that we must be forward-looking, basing our policy choices on the longer-term...

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2 Aug

Mortgage Apps drop 29% Y-Y

by Barry Ritholtz
We were recently asked why we have become so "Real Estate obsessed." That’s the wrong question. Given how significant...

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28 Jul

There They Go Again: NRF Redux

by Barry Ritholtz
I nearly spit out my iced coffee when I saw this cross the tape: "With record temperatures across the nation making headlines, many...

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24 Jul

New, More Stringent Rules on Option ARMs and Interest-only Loans

by Barry Ritholtz
On Saturday, we mentioned Alan Abelson quoting of Don Tomnitz, CEO of the No. 1 home builder, D.R. Horton. If you stopped reading after...

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12 Jun

Real Estate Dependency of Households

by Barry Ritholtz
Earlier today, we looked at several Real Estate related charts. One particular chart we looked at from Northern Trust showed the...

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12 Jun

Housing Leads the Economy Up AND Down

by Barry Ritholtz
Two weeks ago, we looked at a few Housing related charts, and discussed what they meant for the overall real estate market. This morning,...

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16 May

Amazing, isn’t it?

by Barry Ritholtz
One of the more astonishing things about the market is how something that should matter doesn’t for the longest time . . . ...

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29 Apr

GDP Up, Wages Stagnant

by Barry Ritholtz
As expected, GDP was up nearly 5% in Q1 2006 — the 4.8% rise comes on top of the "tepid" 1.7% gain in Q4. Once again,...

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12 Apr

Then & Now

by Barry Ritholtz
Over the past 3½ years markets crawled higher, we have watched the gradual but steady build up of bullish expectations. You can see it...

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7 Mar

Thomas’s Ham & Eggery Guide to Inflation

by Barry Ritholtz
Last week saw a hefty spike in interest rates. In particular, the 10 Year Bond got slammed, as rates climbed to 4.684%, levels not seen...

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  • About Barry Ritholtz

      Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. His career's focus...

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