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23 Jul

Bull Market: Earnings or Multiple Expansion?

by Barry Ritholtz
Source: @biancoresearch     One of the least understood details of the great 1982-2000 bull market was just how significant the...

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2 Jul

MIB: Andrew Ang Explains Why Value Has Underperformed

by Barry Ritholtz
In 2018, “Value” had the fourth worst drawdown in almost 100 years of data going back to 1925 (See Fama-French data set) according...

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17 Jun

Emerging Markets: Returns, Valuations, Growth

by Barry Ritholtz
My friend Meb Faber of Cambria Investments referenced these charts via Amundi in his research email list. (You can sign up here) Several...

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7 May

$1 Trillion Valuation Companies

by Barry Ritholtz
Microsoft, Apple, and Amazon are the first three publicly traded U.S. companies to hit $1 trillion in market value. WSJ’s Dan Gallagher...

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24 Mar

Transcript: Roger Ibbotson

by Barry Ritholtz
    The transcript from this week’s MIB: Roger Ibbotson of Yale, Ibbotson Associates, and Zebra Capital, is below. You can...

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24 Jan

Value of U.S. Residential Land (by County)

by Barry Ritholtz
Very interesting data set showing the value of land, minus the structures built on it, across the country: “The analysis provides...

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3 Jan

S&P 500 Index: Forward P/E Ratio

by Barry Ritholtz
One good thing we can say about market volatility is that the 20 percent sell off in stock prices since Q4 began have returned valuations...

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3 Dec

Galloway: Satya Nadella as “CEO of the year”

by Barry Ritholtz
NYU’s Scott Galloway discusses Satya Nadella as “CEO of the year” with Kara Swisher on the latest episode of Pivot: Earlier this...

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29 Oct

How’s Your Portfolio Doing This Year?

by Barry Ritholtz
Small Is Better and So Is Passive in Money Management S&P’s latest report on fund managers portrays persistent contrasts in...

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22 Oct

BBRG: Small Is Better and So Is Passive in Money Management

by Barry Ritholtz
Small Is Better and So Is Passive in Money Management S&P’s latest report on fund managers portrays persistent contrasts in...

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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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