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
affect believe bubble companies cut fat four heads
Four years after the bubble popped, I can't believe that companies still legitimately have enough fat that they can cut heads and that it would not affect them going forward,
bar becomes cut easy eventually hurdle lower seen
We've seen expectations cut and cut and cut. When you lower the bar enough, eventually it becomes easy enough to hurdle over.
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.
across contrary head inflation people rearing
We see inflation rearing its head across the board. Contrary to what a lot of people have been saying, it's not just energy.
across board coming despite earnings fourth function good issue problem quarter statements stocks
Earnings have been coming in across the board pretty good, but the problem hasn't been earnings. The issue is the forward-looking statements for the fourth quarter or 2006. Despite good numbers, you see some stocks getting punished. It's a function of the outlook.
grinding moon saw shot tech upside year
There's still upside in tech but it's going to be more grudging and grinding and choppy, it's not going to be this moon shot that we saw a year ago.
stocks stupid tech
Tech stocks are probably a little pricey. But they're not stupid pricey.
buck elsewhere fall forced less money pinch spend technology
Every buck that they are forced to spend elsewhere is that much less money (spent) on other issues. With technology it may not fall dollar-for-dollar, but you have to think that it's going to pinch a little bit.
years important next-year
It is important for investors to understand what they do and don't know. Learn to recognize that you cannot possibly know what is going to happen in the future, and any investment plan that is dependent on accurately forecasting where markets will be next year is doomed to failure.
long political quality
'Excessive regulation in the banking reform bill will destroy a substantial part of our bond-distributing machinery. Can anyone expect that a step of this kind will improve the quality of our long-term investments?'
thinking talking people
I find it funny that people who didn't think there was any inflation in the pipeline are now talking about stagflation. This is nothing like the 1970's, which was a pretty dismal period and not just because of polyester and disco.
work-out mergers majority
The market is going to love it. The market always seems to applaud major mergers, even though the vast majority of them don't work out and don't increase shareholder value.
technology example company
History is replete with examples of tech firms that were marginalized by new companies and technologies.
blow luck want
You can blow on the dice all you want, but whether they come up seven is still a function of random luck.