Barry Ritholtz
@ritholtz.bsky.social
Let's hope this one works out better...
Chair/CIO of RWM; Masters-in-Business podcast/radio host
Chair/CIO of RWM; Masters-in-Business podcast/radio host
Reminder: Bull Markets do not begin from the lows of the prior bear market.
The 1982-2000 bull did not start in 1974; this bull market did not start in 2009...
The 1982-2000 bull did not start in 1974; this bull market did not start in 2009...
November 10, 2025 at 2:47 PM
Reminder: Bull Markets do not begin from the lows of the prior bear market.
The 1982-2000 bull did not start in 1974; this bull market did not start in 2009...
The 1982-2000 bull did not start in 1974; this bull market did not start in 2009...
I am not sure the word "Correction" is appropriate here. We are 3-5% away from all-time highs!
That said, this is (so far) an ordinary drawdown.
That said, this is (so far) an ordinary drawdown.
November 7, 2025 at 1:42 PM
I am not sure the word "Correction" is appropriate here. We are 3-5% away from all-time highs!
That said, this is (so far) an ordinary drawdown.
That said, this is (so far) an ordinary drawdown.
November 6, 2025 at 3:29 PM
Amazing stat:
"While you’ve been reading this post, these companies have already earned more than $1 million in profit."
-@mattcerminaro.bsky.social
"While you’ve been reading this post, these companies have already earned more than $1 million in profit."
-@mattcerminaro.bsky.social
November 6, 2025 at 2:40 PM
Amazing stat:
"While you’ve been reading this post, these companies have already earned more than $1 million in profit."
-@mattcerminaro.bsky.social
"While you’ve been reading this post, these companies have already earned more than $1 million in profit."
-@mattcerminaro.bsky.social
I love rummaging through shops where craftsman are practicing their trade:
This Ironworks shop is pretty amazing -- and can create anything you can imagine, so long as it is in Iron:
This Ironworks shop is pretty amazing -- and can create anything you can imagine, so long as it is in Iron:
October 26, 2025 at 10:06 PM
I love rummaging through shops where craftsman are practicing their trade:
This Ironworks shop is pretty amazing -- and can create anything you can imagine, so long as it is in Iron:
This Ironworks shop is pretty amazing -- and can create anything you can imagine, so long as it is in Iron:
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab:
"Nvidia is the best performing stock within the Mag 7 year-to-date, but it’s only the 47th best performing stock in the S&P 500."
Check out our full conversation:
ritholtz.com/2025/10/mib-...
"Nvidia is the best performing stock within the Mag 7 year-to-date, but it’s only the 47th best performing stock in the S&P 500."
Check out our full conversation:
ritholtz.com/2025/10/mib-...
October 25, 2025 at 1:24 PM
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab:
"Nvidia is the best performing stock within the Mag 7 year-to-date, but it’s only the 47th best performing stock in the S&P 500."
Check out our full conversation:
ritholtz.com/2025/10/mib-...
"Nvidia is the best performing stock within the Mag 7 year-to-date, but it’s only the 47th best performing stock in the S&P 500."
Check out our full conversation:
ritholtz.com/2025/10/mib-...
More shameless shilling re: Amazon's current book sale and "How Not to Invest"
It's (still) 36% off, but now they are running a "Buy 2, save 50% on 1" sale. (Too good not to mention).
www.amazon.com/exec/obidos/...
It's (still) 36% off, but now they are running a "Buy 2, save 50% on 1" sale. (Too good not to mention).
www.amazon.com/exec/obidos/...
October 22, 2025 at 3:52 PM
More shameless shilling re: Amazon's current book sale and "How Not to Invest"
It's (still) 36% off, but now they are running a "Buy 2, save 50% on 1" sale. (Too good not to mention).
www.amazon.com/exec/obidos/...
It's (still) 36% off, but now they are running a "Buy 2, save 50% on 1" sale. (Too good not to mention).
www.amazon.com/exec/obidos/...
The public plaza outside of the new JPMorganChase HQ, Madison Ave.side
October 21, 2025 at 4:52 PM
The public plaza outside of the new JPMorganChase HQ, Madison Ave.side
Zero arrests?
Impressive, mature, responsible exercise of First Amendment Rights...
Impressive, mature, responsible exercise of First Amendment Rights...
October 19, 2025 at 12:02 PM
Zero arrests?
Impressive, mature, responsible exercise of First Amendment Rights...
Impressive, mature, responsible exercise of First Amendment Rights...
I am thrilled to see that "How Not to Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them" was named to the Stock Traders Almanac 2025 Best Investment Books of the Year
ritholtz.com/2025/10/best...
ritholtz.com/2025/10/best...
October 16, 2025 at 12:58 PM
I am thrilled to see that "How Not to Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them" was named to the Stock Traders Almanac 2025 Best Investment Books of the Year
ritholtz.com/2025/10/best...
ritholtz.com/2025/10/best...
Another extra special guest:
Wilhelm Schmid, CEO at A. Lange & Söhne at the Audrain Concours d'elegance in Newport
Wilhelm Schmid, CEO at A. Lange & Söhne at the Audrain Concours d'elegance in Newport
October 8, 2025 at 5:14 PM
Another extra special guest:
Wilhelm Schmid, CEO at A. Lange & Söhne at the Audrain Concours d'elegance in Newport
Wilhelm Schmid, CEO at A. Lange & Söhne at the Audrain Concours d'elegance in Newport
Amazon is having a big sale on How NOT to Invest!
It's $21.19 -- 36% off -- with free overnight delivery.
Grab a copy now, and give some away as gifts!
www.amazon.com/exec/obidos/...
It's $21.19 -- 36% off -- with free overnight delivery.
Grab a copy now, and give some away as gifts!
www.amazon.com/exec/obidos/...
October 8, 2025 at 1:15 PM
Amazon is having a big sale on How NOT to Invest!
It's $21.19 -- 36% off -- with free overnight delivery.
Grab a copy now, and give some away as gifts!
www.amazon.com/exec/obidos/...
It's $21.19 -- 36% off -- with free overnight delivery.
Grab a copy now, and give some away as gifts!
www.amazon.com/exec/obidos/...
Coming up on the MiB podcast, the one and only Morgan Housel, on the art of spending money, and the difference between happiness and contentment
October 7, 2025 at 4:41 PM
Coming up on the MiB podcast, the one and only Morgan Housel, on the art of spending money, and the difference between happiness and contentment
Me and my extra special guest at the Audrain Concours: Jay Leno
October 5, 2025 at 9:18 PM
Me and my extra special guest at the Audrain Concours: Jay Leno
September 29, 2025 at 10:34 PM
Bubbilicious?
Not really, according to the BofA Equity and Quant Strategy team
Not really, according to the BofA Equity and Quant Strategy team
September 29, 2025 at 11:31 AM
Bubbilicious?
Not really, according to the BofA Equity and Quant Strategy team
Not really, according to the BofA Equity and Quant Strategy team
I just discussed this Fidelity's Jurrien Timmer this AM!
The FOMC's balance sheet (lower line) is now $2T less than it was in 2021...
The FOMC's balance sheet (lower line) is now $2T less than it was in 2021...
September 22, 2025 at 7:00 PM
I just discussed this Fidelity's Jurrien Timmer this AM!
The FOMC's balance sheet (lower line) is now $2T less than it was in 2021...
The FOMC's balance sheet (lower line) is now $2T less than it was in 2021...
BofA raises 2025: SPX EPS to $271 (12% YoY growth)
and for 2026, broader growth to $298 (10% YoY growth)
and for 2026, broader growth to $298 (10% YoY growth)
September 17, 2025 at 12:08 PM
BofA raises 2025: SPX EPS to $271 (12% YoY growth)
and for 2026, broader growth to $298 (10% YoY growth)
and for 2026, broader growth to $298 (10% YoY growth)
Special Edition: Neal Katyal on Challenging Trump's Global Tariffs
podcasts.apple.com/us/podcast/s...
podcasts.apple.com/us/podcast/s...
September 3, 2025 at 1:53 AM
Special Edition: Neal Katyal on Challenging Trump's Global Tariffs
podcasts.apple.com/us/podcast/s...
podcasts.apple.com/us/podcast/s...
July 28, 2025 at 9:39 PM
So many factors are driving this:
Equity-based comp has skewed income at top levels,Tax System used to be more progressive, and Corporations used to pay a much higher percentage of total tax revenues...
Equity-based comp has skewed income at top levels,Tax System used to be more progressive, and Corporations used to pay a much higher percentage of total tax revenues...
July 26, 2025 at 9:38 PM
So many factors are driving this:
Equity-based comp has skewed income at top levels,Tax System used to be more progressive, and Corporations used to pay a much higher percentage of total tax revenues...
Equity-based comp has skewed income at top levels,Tax System used to be more progressive, and Corporations used to pay a much higher percentage of total tax revenues...
BofA: With the Unemployment rate rising gradually (4.4% in 4Q25) & core PCE inflation likely to reach 3% over the summer, we don't think the Fed will be able to cut rates this year.
July 22, 2025 at 12:43 PM
BofA: With the Unemployment rate rising gradually (4.4% in 4Q25) & core PCE inflation likely to reach 3% over the summer, we don't think the Fed will be able to cut rates this year.