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
markets money network
Getting more and more of our news from the social network is having significant repercussions for markets - and your money.
corporate gains global large profits
Gains in corporate profits depend in large part on accelerating global economic growth.
simply strength
Forecasting is simply not a strength of the species; we are much better with tools and narrative storytelling.
costs opportunity
Even when you are right, there are costs and taxes associated with being tactical. When you are wrong, there are opportunity costs.
fine people several
Content is king. When you are asking people to read you several times a day, you better have some fine content.
active chasing hand hot investor leads lots management people poor sends whoever
Active management leads to lots of poor investor behavior. It sends people chasing after whoever has the hot hand at the moment.
folks stocks tougher whether
To know whether stocks are cheap or pricey, we typically look at price-to-earnings ratio. Valuation is a tougher question than many folks realize.
begin develop helped time
Once you research an idea, you begin to develop a perspective. Writing about anything in public, often in real time, has helped fashion my views.
assets based fund managers money paid
Mutual fund managers want your money in their funds. They get paid based on assets under management.
background good investors
Good investors must learn to contextualize the daily background noise.
enormous recruiting retaining
A well-designed 401(k) plan is an enormous competitive edge when recruiting and retaining employees.
drag markets
When markets are rallying, cash in the portfolio is a drag on performance, returning about zero.
bought calls margin runs via
Any investment bought via credit always runs the risk of margin calls and, eventually, liquidation.
basic chase employer fail follow horrible investment job managers managing
You, your employer and your plan's investment managers fail to follow even the most basic rules of investing. You overtrade, chase performance, do not think long term. All of you - All Of You - have done a horrible job managing your retirement plans.