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29 Oct

Where Might Consensus Be Wrong?

by Barry Ritholtz
  One of my favorite exercises is examining conventional wisdom—sometimes called the “Consensus”—and identifying where it...

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11 Jul

Thinking About the Sahm Rule…

by Invictus
    @TBPInvictus here: The most recent Employment Situation Summary a/k/a “jobs report” a/k/a NFP showed a healthy...

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9 Jul

It’s Only a Point…

by Barry Ritholtz
    A quick break from book duty and doing our quarterly client call to share this fascinating discussion from tennis great...

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7 Jul

Why Hasn’t the California Globe Retracted Its Story?

by Invictus
@TBPInvictus here If you’re tired of California-minimum-wage-and-its-impact-on-limited-service-restaurant-employment stories, I...

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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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  • 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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