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20 Aug

More Thoughts on Concentrated Index Risk

by Barry Ritholtz
Source: JPM Chase   “Stop trying to put 10 pounds of shit in a 5 pound bag.” I had an editor who was very fond of...

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18 Aug

BBRG: Top-Heavy Stock Indexes Are Nothing to Fear

by Barry Ritholtz
Top-Heavy Stock Indexes Are Nothing to Fear It’s not rare for a small group of equities such as Apple, Microsoft and Amazon.com to...

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7 Aug

Maybe Mr. Market Is Rational After All…

by Barry Ritholtz
Why Markets Don’t Seem to Care If the Economy Stinks So many of the most battered industries don’t matter much because of the way...

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6 Aug

Camp Kotok: Maine Woods, Economists & Wine

by Barry Ritholtz
  Talking Rates in the Maine Woods With Economists Over Good Wine Taking place right before the Jackson Hole Economic Symposium, the...

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4 Aug

BBRG: Why Markets Don’t Seem to Care If the Economy Stinks

by Barry Ritholtz
Why Markets Don’t Seem to Care If the Economy Stinks So many of the most battered industries don’t matter much because of the way...

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24 Jul

What Did You Get Right – and Wrong – This Year?

by Barry Ritholtz
Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...

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20 Jul

BBRG: Five Midyear Questions for Disappointed Investors

by Barry Ritholtz
Five Midyear Questions for Disappointed Investors It’s been easy to get things wrong in markets in 2020, but self-examination can...

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17 Jul

FAANMG Stock Prices Reflect Global, Not US Recovery

by Barry Ritholtz
Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...

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15 Jul

Valuation Debate: P/E, Cycles and Expensive Stocks

by Barry Ritholtz
Is the Stock Market Overvalued, Cheap or Just Right? A Debate Valuation metrics can help in investment decisions, but they’re also...

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13 Jul

BBRG: Big Tech Drives the Stock Market Without Much U.S. Help

by Barry Ritholtz
Big Tech Drives the Stock Market Without Much U.S. Help The Fang stocks get lots of their sales from countries that are doing better at...

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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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