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
based behavior decisions markets panic prior return tend
Markets tend to temporarily wobble, and then return to their prior behavior. So don't panic or make any decisions based on your knee-jerk emotions.
initial markets surpass top
Markets don't make a top and then slide, topping is a process. Typically markets make an initial top, back off, try to surpass it, and can't do it.
anyone week
Anyone who can get away for the week does, and you end up with skeletal staffs.
fed fork proverbial
The Fed is now at the proverbial fork in the road,
china demand energy home including interest low unusual
If you look at which sectors have done particularly well this year, including home builders, mining, energy, other commodities, they have done well because of unusual factors, ... such as the still historically low interest rates, which are already rising, or demand from China for commodities.
bit elections heading markets possible quite rally solid
In our view, it is quite possible that the markets may get a bit spooked heading into the elections, but muster a solid rally afterwards,
bit impact middle
I don't think this has much of an impact on the U.S. markets, barring some bit of tomfoolery in the Middle East.
biggest capital danger economic employment faces fed figures jack modest quickly rates since
The Fed doesn't have to jack up rates really quickly since other economic indicators are softening. Capital expenditures are modest and employment figures are anemic, so the biggest danger the Fed faces is smothering the recovery.
concern gains good news
The concern is that if a lot of the gains are in energy, that's good news for energy, but not necessarily good news for the economy.
capital favor increased instead labor numbers reason recent scale side thumb
This is one reason why recent labor numbers were lackluster, ... Accelerated deprecation put a thumb on the side of the scale in favor of increased capital expenditures instead of hiring.
accept complete cut cuts economic happy john kerry market means met might recovery reducing roll rolling seems select tax willing
The market never met a tax cut it didn't like and it would not be happy with a complete roll back, ... but if the economic recovery seems to be full-throated, the market might be willing to accept the rolling back of select tax cuts as a means of reducing the deficit, making John Edwards and John Kerry more appealing.
caps fruit picked small
The low-hanging fruit has been picked on a lot of the small caps already, and when the low-hanging fruit has been picked, you have to be more defensive.
bond concerned economic fed fight flock future growth investors slowing
You can't fight the bond market. There's only so much the Fed can do. If investors are more concerned about economic growth slowing down in the future than inflation, they will flock to bonds.
good juice looking market order
I'm looking for really good earnings, and I don't know that it's going to juice the market all that much. In order to go significantly higher, what's the catalyst?