Ritholtz’s Rules of Valuations
How Expensive Are Stocks — Really? Investing isn’t easy. Trying to make it simpler won’t make it any easier. Bloomberg,...
Are Stocks Overvalued? A Discussion
Really interesting analysis on Bloomberg View on whether or not the stock market is overvalued. Its is a much more nuanced case than the...
What’s Pricier: Stocks or Bonds?
Something I try to stress in these columns is the importance of a valid process. Sure, I have a fondness for behavioral economics, but...
What Would John Templeton Think?
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” You likely...
MIB: Howard Marks on What Matters Most
This week on our Masters in Business radio podcast, we speak with Howard Marks of Oaktree Capital. He is also the author...
Apple Makes New All Time Highs
Amazing how $AAPL can sneak up on you when you are not paying attention; and as I discuss with NYU Stern’s Scott Galloway (MIB Feb...
Avoid guessing games: Use past data for context
What history tells us about your investments in 2017 Barry Ritholtz The Washington Post, January 1, 2017 “Life...
Investing: Reviewing 2016, Previewing 2017
My Sunday Washington Post Business Section column is out. This morning, we look at what the historical data might...
S&P500 = $20 Trillion
Great chart from Bespoke, who point out that while “Dow 20,000 is currently the talk of the Street,” the much less widely...