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
simple marketing never-forget
Never forget this simple truism: Forecasting is marketing, plain and simple.
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Secular cycles are the long periods - as long as decades - that come to define each market era. These cycles alternate between long-term bull and bear markets.
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People forget that although we can pinpoint the price, we can only guess at future earnings. The past isn't much help: It simply tells whether a market was pricey or cheap.
markets sync
Markets are frequently ahead of, and often out of sync with, the economy.
markets money network
Getting more and more of our news from the social network is having significant repercussions for markets - and your money.
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When markets are rallying, cash in the portfolio is a drag on performance, returning about zero.
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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.
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Whenever you try to pick market tops and bottoms, you are making a prediction. Guessing what stock is going to outperform the market is forecasting, as is selling a stock for no apparent reason. Indeed, nearly all capital decisions made by most people are unconscious predictions.
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I credit Google for having the foresight to identify threats to its main business of selling advertising against search results. The potential loss of market share in the mobile space led them to the Android acquisition.
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The bond market is far less sanguine about the economy than the Fed is. They are essentially saying we don't see that much strength.
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We were in this post-election trading range from November to April, and that broke down, ... The bull market has at least one more major run in it, but I think it's probably going to be sometime over the summer, when stocks get appreciably cheaper.
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When Greenspan spoke the market rallied, and when he stopped it gave the gains back.
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If the Fed stops raising rates, the market will blame them if inflation gets too hot, and if they keep cranking up interest rates, then the real estate market is at risk. It's a somewhat challenging environment.
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.