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
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.
background good investors
Good investors must learn to contextualize the daily background noise.
accountant add costs fail good investors low margin math money recognize taxes
Commissions add up, taxes are a big drag, margin ain't cheap. A good accountant costs money as well. The math on this one is obvious, yet investors often fail to recognize it: Keep your costs low and your turnover lower, and you will win in the end.
conflicts dna exciting good heroes love neat pushes tales villains
It is in your DNA to love a good story. You know, neat tales with heroes and villains and conflicts to resolve. A good story pushes our buttons, is exciting and memorable.
asked develop founders future good google helped imagining near street views
Google's founders have had a good eye for imagining what technologies will be significant in the near future. No one asked Google to develop self-driving cars, but it helped them with street views for Google Maps.
followed good stock strongly suggest
The data strongly suggest that very good years in the U.S. stock market are followed by more good years.
august buying create good lead nervous saw since surprised three weakness weeks
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.
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.
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?
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.
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.