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.
stocks stupid tech
Tech stocks are probably a little pricey. But they're not stupid pricey.
bores discussing economic hot latest people stocks trends truth
Truth be told, most financial television bores me. Two or more people discussing the latest economic trends or hot stocks is not especially entertaining.
broad cocktail dirty great individual party stocks truth wildly
Here is a dirty little secret: Stock-picking is wildly overrated. Sure, it makes for great cocktail party chatter, and what is more fun than delving into a company's new products? But the truth is that individual stocks are riskier than broad indices.
folks stocks tougher whether
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.
awful bad buy earnings great higher ideal issue opposed stocks time
The big issue is decelerating earnings growth. Earnings will still be higher but the ideal time to buy stocks is when earnings go from awful to not so bad as opposed to going from great to good.
broke bull major market november range run sometime stocks trading
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.
stocks tech
If tech stocks keep going up with no pause, they will get insanely frothy.
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.
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.