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21 Oct

Email of the Week

by Barry Ritholtz
I get all sorts of emails, ranging from frothing-at-the-mouth Bulls to doom-and-gloomers that make my views look tame. The only...

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18 Oct

Updating the Earnings Picture

by Barry Ritholtz
Those who have not yet drunken the Kool-Aid are watching with wry amusement the furious spin as earnings continue to come in mixed, with...

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16 Oct

Disturbing Trends: Dividends & Earnings

by Barry Ritholtz
Over the past few years, I have noted (repeatedly) that despite record earnings (Quarter after Q of double digit year-over-year gains),...

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13 Oct

Earnings & Reactions: CostCo versus Alcoa

by Barry Ritholtz
We’ve been watching the firm bid under the market with detached amusement. The liquidity-driven rally is now firmly detached from...

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12 Oct

Earnings Season Begins with a Miss or 3

by Barry Ritholtz
Despite all the demand for Aluminum and the supposedly robust economy, Alcoa’s number’s were pretty punk Tuesday night. Doug...

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10 Oct

How Cheap is the Dow?

by Barry Ritholtz
One of the sirens of the Bullish camp is "Stocks are cheap." I hear that all the time, and while I do not find them to be...

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22 Sep

Whither Goldilocks?

by Barry Ritholtz
Every good adventure — be it an advertising campaign, religious evangelism, political battle, or even a war — requires a...

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3 Sep

R&D: The current state of affairs

by Barry Ritholtz
I am not a big fan of share buybacks. I have said in the past that my first priority would much rather be R&D versus a buyback; A...

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31 Aug

About Those Earnings (part II)

by Barry Ritholtz
Earlier this week, I noted that the Bullish camp likes to trot out the headline earnings data as proof of ongoing economic strength. In...

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28 Aug

Read It Here First: NYT on Inflation, Personal Income and...

by Barry Ritholtz
Today’s NYT has an article on Inflation, Wages, Income and Corporate Profits. We first started running a chart depicting the same...

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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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