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22 Apr

More evidence: Fed Pause Not Good For Stocks

by Barry Ritholtz
Back in February, we noted the Ned Davis Study that concluded once the Fed hikes stop, markets fall. Then this week, we looked at...

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17 Apr

Unemployment: Then versus Now

by Barry Ritholtz
>Floyd Norris wades into the Unemployment debate. Over the weekend, the NYT columnist compared the current unemployment figures...

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15 Apr

Do We Have Inflation?

by Barry Ritholtz
Barron’s jumps on the "We Have Inflation" bandwagon this week, with two editorials acknowledging what Big Picture readers...

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13 Apr

Will the US Economy Decelerate Rapidly as Boomers Retire?

by Barry Ritholtz
> Bloomberg reports that a "Revolutionary" Federal Reserve study is "shaking economists’ forecasts by suggesting...

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12 Apr

Did the Yield Curve Send a “False Alarm?”

by Barry Ritholtz
"So much for the inverted yield curve." >Or so says a recent Bloomberg column. If I read this correctly, any inversion that...

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5 Apr

Q1 Performance versus Q2-Q4: Any Correlation?

by Barry Ritholtz
Mark Hulbert asks an interesting question: What does a strong first quarter imply for the rest of the year? On the one hand, we know that...

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3 Apr

Fed Gets New Excuse to Keep Tightening Rates

by Barry Ritholtz
Short version: A group of Fed researchers presented a paper that rebuts the slack in the labor market argument. The Fed, therefore, is...

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29 Mar

Real Fed Fund Rates

by Barry Ritholtz
Last week, we looked at the historical range of Federal Reserve Funds since 1946.  It was a simple mean reversion, and did not...

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24 Mar

CEO Pay

by Barry Ritholtz
Amusing follow up to WSJ CEO Option Grants Too Fortuitously Timed;  See also Mark Cuban’s  The Big Lie: CEOs and...

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22 Mar

Does the CPI Reflect Reality?

by Barry Ritholtz
I almost missed this earlier this week, and its on point to our prior discussion: The WSJ asked its readers: "Does the...

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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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