Barry Ritholtz
Barry Ritholtz
Barry Ritholtz is an American author, newspaper columnist, blogger, equities analyst, CIO of Ritholtz Wealth Management, and guest commentator on Bloomberg Television. He is also a former contributor to CNBC and TheStreet.com...
NationalityAmerican
ProfessionAuthor
CountryUnited States of America
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When Greenspan spoke the market rallied, and when he stopped it gave the gains back.
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The data strongly suggest that very good years in the U.S. stock market are followed by more good years.
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There was a lot of trepidation on Monday after Friday's sell-off and when things didn't go from bad to worse, it has emboldened dip buyers to step in. But most of the investment community hasn't realized that the economy is slowing and that earnings are reflecting that and valuations are going to have to be adjusted.
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As investors, we want to believe we are smart, insightful and uniquely talented - even though we often fail to do the heavy lifting, put in the long hours, and make the uncomfortable but necessary decisions to achieve success.
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You're talking about the best-run companies in the world. The economy is slowing, it's starting to show up in earnings and revenue, and this is going to be a tough year.
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The budget deficit is going to have to go up over the next three to seven years.
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We may see some of the capital expenditures spent this year were more or less pulled through from early 2005. All these tech purchases would have been done anyway but they've just been moved forward.
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Regardless of whether this upcoming release shows inflation today, given the supply shock to oil, we're expected to see inflation move higher in the next few months. It would certainly put a fork in the concept that the Fed has the opportunity to pause.
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If the Fed were to pause, what does it actually do for anybody ... in the afflicted Gulf region? At this point they're more concerned with basic food and shelter and not really comparison-shopping for mortgages.
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If the Fed stops raising rates, the market will blame them if inflation gets too hot, and if they keep cranking up interest rates, then the real estate market is at risk. It's a somewhat challenging environment.
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If tech stocks keep going up with no pause, they will get insanely frothy.
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He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.
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He is a known entity that is well-respected on the academic side, in Washington and by the stock market.
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We've been up for so long since May, two or three weeks of weakness is not a big deal. I wouldn't be surprised if we saw the doldrums of August lead to a nervous September, and that's how we create good buying opportunities.