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
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.
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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.
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Mutual fund managers want your money in their funds. They get paid based on assets under management.
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Good investors must learn to contextualize the daily background noise.
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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.
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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.
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Whenever you hear a discussion about the short-term swings in any given stock's price, your immediate thought should be whether it matters to why you are investing.
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TV producers want ratings and are willing to do nearly anything to get them. They gin up artificial conflicts and create an urgency for even the most minor of economic data points.
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Most of the time, economic data is fairly benign. I don't wish to imply it is meaningless, but it is not a driver of stock markets. Indeed, the correlation between economic noise and how equity markets perform has been wildly overemphasized.
captured fund guys managers perhaps plus
Many hedge fund managers have become billionaires; perhaps this - plus their reputations as the smartest guys in the room - is why they have captured the investing public's imagination.