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Barry Ritholtz Profile picture
@Ritholtz
Sep 4, 2020 • 4 tweets • 2 min read • Read on X
This week's #MiB featuring @morganhousel is now live!
Its pretty awesome!

open.spotify.com/episode/0WObdU…
A partner at Collaborative Fund and author of the new book "The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness." former columnist at The Motley Fool and WSJ, he is 2-time winner of the Best in Business Award from SABEW

overcast.fm/+JWZQPjJ90
Here is the Bloomberg downloadable MP3 version
bloomberg.com/news/audio/202…
iTunes edition

podcasts.apple.com/us/podcast/mor…

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More from @Ritholtz

Barry Ritholtz Profile picture
Aug 27
A few quick thoughts about yesterday's discussion on how we got here...

FOMC seems 2b always behind the curve, historically, going back to the 1990s under Greenspan.

They are a big + boring conservative institution & are fearful of error. They tend to be less aggressive when making decisions, with significant ramifications.

Consider the errors of just the past 2 decades and you can see the biggest mistake they make is either arriving way too late to the party or once they are there, overstaying their welcome: Image
Read 11 tweets
Barry Ritholtz Profile picture
May 19, 2023
FinTV comments I keep hearing:

1. Only 5 stocks driving markets
2. Recession is inevitable
3. Breadth is terrible
4. AI is a bubble
5. Debt ceiling = disaster
6. Problematic new lows
7. Consumers running out of money
8. Earnings will fail THIS Q
9. HH Debt!
10. Rally faltering
Let's see if I can find something to undercut each of those 10 items:
Only 5 stocks driving markets?

Then why are Equal-weighted indices doing so well?
Read 12 tweets
Barry Ritholtz Profile picture
Mar 11, 2023
.@baldassarreted Congrats on picking up Certina as a brand -- they are wildly underappreciated.

My PH200M is a favorite daily wear -- it has a great retro flavor to it, and a wonderful mesh bracelet Image
One of the very best dive watches you can find for under $1,000. It just feels great on . . .

I always smile when a random stranger asks about it, in a way they wouldn't with a Rolex, Omega, or Tag Heuer.
I am a fan of Teddy's Youtube channel -- he avoids the overhyped stuff and has a deep knowledge of brands from Nomos to Glashutte to Junghans.

Check out:

youtube.com/@TeddyBaldassa…
Read 4 tweets
Barry Ritholtz Profile picture
Mar 10, 2023
The Fed is Breaking Things (and it could get worse) dlvr.it/SkhPB7 Image
I interviewed Greg Becker, who was CEO of Silicon Valley Bank, in 2021...

ritholtz.com/2021/08/mib-gr…
The full transcript is here:

ritholtz.com/2021/08/transc…
Read 9 tweets
Barry Ritholtz Profile picture
Jan 11, 2023
What drives market returns? These rolling 10-year total returns going back to 1909 (via Crestmont Research) show an average ~10% annual total return over any 10-year long period.
Ed Easterling (of Crestmont) breaks down those returns into these components: EPS, Dividend Yield, and P/E Increase (or decrease).

Note how cyclical P/E expansion/contraction is...
This is why it is important to include whether P/Es are expanding or contracting in any definition of a bull or bear market.

ritholtz.com/2017/08/redefi…
Read 7 tweets
Barry Ritholtz Profile picture
Jan 3, 2023
Observations to Start 2023 dlvr.it/SgJkSr
It takes the Earth 365 days, 6 hours, 9 minutes + 9.76 seconds to complete 1 orbit – to return to the exact same place relative to the sun. Our planet has done this about 4.54 billion times.

What does this unit of time have to do with investing?

Alas, utterly nothing...
This is an example of the irrelevant nature of the calendar - I'd be curious to see what the data looks like for successive rolling 12-month periods rather than calendar years; it might also be more useful than using January - December periods

statista.com/chart/28401/an…
Read 4 tweets

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