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31 Mar

Analysts’ S&P500 Earnings Expectations

by Barry Ritholtz
Fascinating look at the tendency for analysts to overestimate earnings, except at market lows, when they under-estimate them:  ...

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9 Mar

Are Earnings Forecasting a Recession?

by Barry Ritholtz
  One of the big concerns for investors is the health of corporate profits, which have declined in the three of the past four...

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19 Oct

A Profit Recession Without an Economic Recession

by
Torsten Sløk, Ph.D., Deutsche Bank Research: We are experiencing a profit recession without an economic recession. This is not...

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20 Aug

Worst. Idea. Ever.

by Barry Ritholtz
Every now and then a remarkably bad idea springs to life. It gets debated, ridiculed and eventually discarded. In the marketplace of...

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17 Aug

As Goes Apple, So Goes the Market?

by Barry Ritholtz
With the stock markets down almost (OMG!) 5 percent from their all-time highs, lots of folks are looking for signs that the bull is...

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17 Jul

Actual vs. Estimated Earnings Growth 2005-2015

by Barry Ritholtz
Reporting for second quarter earnings are ramping up. Two great informative charts from FactSet show Change in EPS and Estimates vs....

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7 Jul

Long Term Drivers of Economic Growth & Profits

by
My favorite quarterly chart book is out. These few charts caught my eye:   click for much larger charts    

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13 May

Is The Only Purpose of a Corporation to Maximize Profit?

by Bruce Bartlett
I am pleased to introduce to Big Picture readers someone I have known and admired for many years: Bruce Bartlett worked for Congressmen...

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30 Apr

Always a ‘Great Quarter, Guys!

by Barry Ritholtz
It’s Always a ‘Great Quarter, Guys!’ If You’re an Equity Analyst Source: Bloomberg    

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28 Jan

Apple’s Q Reveals the Perils of Earnings Predictions

by Barry Ritholtz
Apple’s first-quarter earnings were blow-out numbers. Far beyond what anyone forecast, the figures show Apple arguably had the...

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  • About Barry Ritholtz

      Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in...

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