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2 Dec

Headlines versus Underlying Data

by Barry Ritholtz
I sometimes think I live in a different planet than some people. My friend Cody, for instance, lives in a very different economic world...

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2 Dec

Holiday Sales Verdict: Mixed

by Barry Ritholtz
Far be it from me to say "I told you so," but . . . A roundup of all the same store sales data shows that holiday sales were a...

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1 Dec

Why I’m Bullish on Retail Sales

by Barry Ritholtz
Someone asked me how I can believe Holiday sales increases can be in the 3 to 4% range when I don’t buy the NRF data. The answer is...

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1 Dec

WSJ: Holiday Sales Numbers Don’t Add Up

by Barry Ritholtz
The WSJ agrees that one cannot determine actual sales from a sentiment report: Here’s how the NRF’s polling company,...

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29 Nov

Read it here first: Real-Estate Boom Soon May Sputter As an...

by Barry Ritholtz
A key part of my Bearish thesis for 2006 has been that as interest rates tick up, the Real Estate cylinder in the economic engine will...

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29 Nov

Mixed Retail Picture: Visa Edition

by Barry Ritholtz
You folks posted alot of good comments yesterday following the discussion on increased Credit Card usage in the mixed retail post. Enough...

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28 Nov

More To Holiday Sales Than A Few Phone Calls

by Barry Ritholtz
Today’s morning missive was picked up by Dow Jones Market Talk: 11/28 11:21A    More To Holiday Sales Than A Few Phone...

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28 Nov

Don’t Believe the Hype: A Very Mixed Retail Picture

by Barry Ritholtz
There are few things that make us more annoyed than bad data, lazy thinking or poor analysis. This weekend, the National Retail...

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27 Nov

Retail Holiday Sales: “Muddy”

by Barry Ritholtz
A quick note on the start of the holiday shopping season. Three elements are apparent: 1) Data shows a (slightly) softer start to the...

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26 Nov

10 Factors to Watch this Holiday Shopping Season

by Barry Ritholtz
Tony Crescenzi came up with this list of net positives for the shopping season; He calls these factors likely to boost holiday sales this...

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  • About Barry Ritholtz

      Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. His career's focus...

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