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17 Jun

Market Concentration

by Barry Ritholtz
    A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam...

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10 Jun

Seattle Redux: Misunderstanding Seasonal Adjustments

by Invictus
@TBPInvictus here. About a decade ago, the city of Seattle undertook to raise its minimum wage, over time, to $15/hour. Massive credit...

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6 Jun

Thanks, Joe! Updating Brandon’s Restaurants

by Barry Ritholtz
    I spend a lot of time debunking investment-related bullshit. Given the general innumeracy of the public, it’s easy...

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2 May

Why the FED Should Be Already Cutting

by Barry Ritholtz
    The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...

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25 Apr

March 2024 State Coincident Indexes Ease

by Barry Ritholtz
    A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a...

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24 Apr

At The Money:  Bill McBride on What Data Matters and What...

by Barry Ritholtz
     At the Money: What Data Matters and What Doesn’t  (April 24, 2024) Bill McBride has spent the past 20 years...

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9 Apr

What Recession? State Coincident Indicators

by Barry Ritholtz
    Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a...

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15 Mar

U.S. population distribution, 1975-2050

by Barry Ritholtz
  We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like,...

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1 Feb

State Coincident Indexes Improve

by Barry Ritholtz
  A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the...

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11 Jan

CPI Increase is Based on Bad Shelter Data

by Barry Ritholtz
  I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...

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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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