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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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8 Dec

Monthly NFPs Are Rounding Errors

by Barry Ritholtz
    You may have missed the most important data point in today’s Employment report. It wasn’t that Nonfarm payrolls...

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3 Nov

What Do World War II & Covid Have in Common?

by Barry Ritholtz
We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor   Light posting as...

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6 Oct

Historical S&P 500 Return Calculator

by Barry Ritholtz
  I have been playing with Nick’s S&P 500 calculator, and it’s pretty damned, cool. He used data from Robert...

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27 Sep

Where’s Everyone Going?

by Barry Ritholtz
Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist

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10 Aug

Core or 16% Trimmed-Mean CPI?

by Barry Ritholtz
  A quick note on today’s BLS report on the Consumer Price Index (CPI), which rose 0.2% in July on a seasonally adjusted...

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9 Aug

What Earnings Recession?

by Barry Ritholtz
  My RWM colleagues Josh Brown and Michael Batnick do a bang-up job each week diving into the specifics of the newsflow in What Are...

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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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