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
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A number of bloggers in economics and the financial sector have risen to prominence through the sheer strength of their work. Note it was not their family connections nor ties to Ivy League schools or elite banks, but rather the strength of their research, analysis and writing.
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The only dark cloud to this number is that now the Fed has no reason whatsoever to stop raising rates.
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This is one reason why recent labor numbers were lackluster, ... Accelerated deprecation put a thumb on the side of the scale in favor of increased capital expenditures instead of hiring.
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We see inflation rearing its head across the board. Contrary to what a lot of people have been saying, it's not just energy.
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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.
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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.
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Tech stocks are probably a little pricey. But they're not stupid pricey.
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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.
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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.
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'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?'
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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.
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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.
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History is replete with examples of tech firms that were marginalized by new companies and technologies.
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You can blow on the dice all you want, but whether they come up seven is still a function of random luck.