Each quarter, I prepare a detailed deck and call for Ritholtz Wealth Management clients.1 I start with about 100 ideas and...
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Source: Visual Capitalist Looking forward to this getting updated soon…
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It’s that time of year again when families gather to feast on bountiful harvests and to give thanks for all of our blessings. This...
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One of the biggest challenges for investors is recognizing exactly how little we know about what the future holds. It is a...
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The transcript from this week’s MiB, Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities,...
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‘Where the hell is the market risk?’ – Scott Bessent, United States Secretary of the Treasury Whenever I...
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Excess enthusiasm in asset prices spans a wide range: there is overly bullish sentiment, mispricing, overvaluation,...
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My contrarian instincts often kick in when I see the crowd reaching a questionable consensus. Most of the time, what the...
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The transcript from this week’s, MiB: Jurrien Timmer, Director of Global Macro at Fidelity Investments, is below. You can...
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This week, I speak with Jurrien Timmer, Director of Global Macro at Fidelity Investments. The firm oversees $16...
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