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My morning train reads, from the IPO boom to the mystery of who’s using dial-up. Read more
Here are my morning reads. Read more
Can the actions of any one person, in this case Rupert Murdoch of Twenty-First Century Fox, ever signal anything meaningful about financial markets? Read more
The Federal Reserve signified the best in U.S. during the financial crisis and recovery, while Congress is the embodiment of the worst. Read more
Here are my reads for your morning train ride. Read more
Barry Ritholtz interviews Michael Mauboussin about the role of luck in investing. Read more
Here are my Monday morning reads. Read more
Why would a small investor be interested in any of the vehicles that offer “hedge-fund-like” investments? These tend to underperform real hedge funds, which tend to underperform the broader market. Read more
Good Saturday morning! Pour yourself a stiff cup of joe and get ready for our long- form weekend reads. Read more
Here are my morning reads to get your Friday off on the right foot. Read more
Here are my Thursday morning reads. Read more
Let’s not overstate the role of the Federal Reserve in our current recovery. Read more
Here are my morning reads to get your Wednesday started. Read more
Here are my reads for your morning train ride. Read more
Beware of those in the financial markets who adhere to one or another of the Can’t Lose Arguments. Read more
As the market reaches new highs, it appears that the bears are outnumbering the bulls. Read more
Good Monday morning. Here are my expertly-curated reads to get your week started. Read more
One of the oldest rules on Wall Street is, don’t fight the Fed. When the Federal Reserve is cutting rates, you want to be long equities, and when it is Read more
Listen to Barry Ritholtz’s interview with Arthur Levitt, the longest-serving chairman of the SEC. Read more
Welcome to the weekend. Here are my longer-form reads to help get you started. Read more
These are my favorite tweets of the past week. Read more
Here are my morning train reads. Read more
Your investment returns might be getting hurt by the strongly held beliefs you hold that don’t mesh with reality. Read more
The latest report from RealtyTrac may be worse than it seems. Read more
Good morning. Here are my reads for your ride into work. Read more
Big public pensions funds might be losing their unaccountable fascination with hedge funds after many of them underperformed while charging high fees. Read more
Here are my Wednesday morning reads. Read more
The Securities and Exchange Commission is set to vote on rule changes for the money-market mutual fund industry in a move that is long overdue. Read more
What are the best markets in the world for purchasing a home? Read more
Good Tuesday morning. Here are a few reads for your early train ride. Read more
We might be getting closer to figuring out how to predict a market top. But we’re not quite there yet. Read more
Here are my Monday morning train reads. Read more
Quirks in the model for measuring inflation lead critics of President Barack Obama to mistakenly think inflation is much higher than it really is. Read more
Rob Arnott turned the world of passive index investing upside down. Listen to the interview. Read more
Pour yourself a tall cup of joe and settle in for my longer-form weekend reads. Read more
Here are my favorite tweets from the past week. Read more
Why is wage growth for construction workers so low? Read more
Happy Friday! Here are my morning reads to wrap up your workweek. Read more
Start your Thursday off right with my morning reads. Read more
What’s wrong with the analysis that suggests Rupert Murdoch’s bid for Time Warner point to a peak in the stock market? Read more
Exposure and risk in the over-the-counter derivatives market. Read more
Here are my morning reads for your early train. Read more
Most of the models for predicting the winner of the World Cup got it wrong. The same is true of models used to make investment decisions. Read more
Here are my reads for the morning train ride. Read more
Yes, the U.S. economy has deleveraged by shedding debt, but much of the change is the result of a large increase in asset valuations. Read more
A quick look at the status of Abenomics. Read more
Here are my expertly curated reads to start off your week. Read more
If the actions and forecasts for the pros make for unreliable market indicators, individual investors are even worse. Read more
Barry Rithotlz interviews Jeff Gundlach in the debut of his “Masters of Business” radio series. Read more
Settle in for some deep dives. It’s our longer form, weekend reading: Read more
From goldfish to weekend Hamptons advice, the best tweets of the week. Read more
Friday morning reads from Barry Ritholtz. Read more
No one knows what will happen in the future, so you’re wasting you time paying attention to those who say they do. Read more
Americans don’t have much faith in the presidency or the Supreme Court. Read more
My morning reads. Read more
Stock market corrections are inevitable and it looks like we’re experiencing one now. Read more
Investor behavior can be more important than individual investments. Read more
My morning reads; perfect for hump day. Read more
There are ways to lower the incentives for U.S.companies to shift the location of their incorporation overseas to avoid paying U.S. taxes. Read more
Contrary to conventional wisdom, stocks aren’t terribly expensive. Read more
My early morning reads. Read more
Comparing today’s market with the 1980s. Read more
Welcome back to the workweek. Here is my morning train reading. Read more
Corrections are a normal part of financial markets. Read more
My longer-form reading for the holiday weekend. Read more
Rust never sleeps and neither do I. Read more
Here are my Thursday morning reads. Read more
A closer look at hedge funds, assets and Alpha. Read more
Here are my morning train reads. Read more
We have a Congress that seems incapable of carrying out its most basic duties and you, the American citizen, are to blame by failing to vote. Read more
Welcome to July. Here are some morning reads to start the second half of 2014. Read more
The first half of 2014 turned out very different from what the experts forecast at the start of the year. What will the second half hold for investors? Read more
Yet another reason why it’s important to pay attention to the big picture. Read more
My morning reads to start off your workweek. Read more
Until the Red Cross discloses how it spent the donations received after Hurricane Sandy, I’m not giving it more money. Read more
Presenting my longer-form weekend reads. Read more
Here are my Friday morning reads. Read more
If you work in finance, you will invariably come across an example of single-variable analysis. Almost daily, we see terrible examples of this sort of analytic Read more
Explaining the low volume in the markets. Read more
Here are my morning reads. Read more
Regulators may be getting ready to punish the credit rating companies for their role in the financial crisis. Read more
The world is getting wetter. And we have a chart to prove it. Read more
Here are my midweek morning reads. Read more
Here are my Tuesday morning reads. Read more
University endowments and corporate and state pension funds are underperforming because of putting too much money in so-called alternative investments. Read more
There’s a big difference between Finra and the SEC. Guess which one Wall Street prefers. Read more
It doesn’t matter whether you do or don’t believe in climate change when it comes to investing. Read more
Summer is finally here! Start it off right with our daily reading list. Read more
Presenting my longer-form weekend reading. Read more
Here are my favorite tweets from the last week. Read more
Here are my last reads of spring. Get them while they’re fresh. Read more
Former Vice President Dick Cheney’s failure to learn from his past mistakes offers valuable lessons for investors. Read more
Congress is less popular than ever. Read more
My morning reads to get your Thursday going. Read more
Amazon is introducing a mobile phone, guaranteeing that we are getting close to the point of operating system overload. Read more
My midweek reads to start the day. Read more
The way investors feel about the market is a rationalization for what they just did with their money. Read more
Where should you be investing? Read more
Good Tuesday morning. Start it off right with these reads. Read more
Start your workweek with these expertly curated reads. Read more
The spending habits of the ultra-rich can tell you a lot about the state of the market and the economy. Read more
Here are my long-form weekend reads. Read more
Here are my favorite tweets from this week. Read more
Happy Friday the 13th — with a full moon, too! Read more
Some Thursday reads for your brain. Read more
Owning up to your mistakes pays off; it has for Ray Dalio,head of the world’s biggest hedge fund. Read more
What’s up with U.S. bond yields? Read more
Hey, you made it to midweek. Here’s what you should read. Read more
Pundits who always get it wrong should be held accountable. Read more
Here are my Tuesday morning reads. Read more
Figuring out when a market has hit bottom is easy compared with knowing when it hits a top. Read more
A look at how our current recovery stacks up to other countries. Read more
Here are some expertly-curated reads to start your week off right. Read more
It isn’t an overpriced bull market until individuals become too enthusiastic. Read more
Here are my longer-form weekend reads. Read more
Here are my favorite tweets from the week. Read more
Let’s put the fines facing BNP Paribas and Bank of America in context. Read more
Hey now, its Friday! Read more
Since 2008, the U.S. authorities have meted out $87.53 billion in fines to global banks. That number comes from data complied by the Financial Times. Some Read more
Let’s take a closer look at fuel-efficient vehicle sales. Read more
My morning train reading. Read more
U.S. mobile phone service is some of the worst in the developed world. Read more
How expensive are stocks? Read more
A bit of reading for the Wednesday morning commute. Read more
Gold has declined for more than two years and no end is in sight. Read more
Investors should know what to fear and, more importantly, what not to. Read more
Good morning. Here are some reads to begin Tuesday. Read more
Why are some cities recovering more quickly than others? Read more
Here are some Monday reads to prep you for the week. Read more
The trick to making better forecasters isn’t that tricky. Read more
Here is my collection of longer-form reads to start your weekend. Read more
Presenting my favorite tweets from this week. Read more
There has been some truly awful spin made in response to the recent criminal prosecutions of large banks, but this one takes the cake. Read more
May is almost over. Wherever does the time go? Read more
Hey now, it’s Thursday morning! Read more
Here are my reads for your Wednesday morning. Read more
Some reads for the beginning of this four-day week. Read more
Here are my longer-form weekend reads. Read more
Here are my favorite tweets of the week. Read more
Getting ready for the three-day weekend. Read more
Fornmer U.S. Treasury Secretary Timothy Geithner argues that the bailouts were the best response to the financial panic. His claims don’t stand up to close scrutiny. Read more
Breaking down unemployment, state-by-state. Read more
Presenting my morning reads and a nice morning to you. Read more
Charting the world’s deadliest killer. Read more
My morning reads. Read more
Most of our fears are irrational, just like our investing decisions. Read more
Good Tuesday morning. Read more
The numbers showing that 80 percent of all Manhattan real-estate deals are for cash don’t hold up. Read more
Breaking down the long-term returns for gold and stocks. Read more
Good morning. Some reads to start your workweek. Read more
Don’t always believe what you see on the Internet. Read more
Here are the reads I’ve been saving all week for your pleasure. Read more
My morning reads. Read more
Here are 10 things I’m keeping an eye on. Read more
Apple’s retail stores are unlike any other. Read more
My morning reads. Read more
The future of transportation apps looks pretty cool. Read more
Here’s a quick look at what is bullish and bearish for stock markets. Read more
My morning reading. Read more
How to give away a fortune. Read more
My morning train reading. Read more
I am always amazed at how some business models manage to hang on despite overwhelming proof of their lack of purpose or value added. Read more
Today’s chart shows how much debt projections have changed during the past four years. Read more
Good Monday morning. Start your week with these reads. Read more
For the first time since the financial crisis a majority of Americans believe they will be comfortable in retirement. Read more
Pull up a chair and settle in for the weekend reads. Read more
Here are my favorite tweets of the week. Read more
Home flippers bought houses that needed some TLC, fixed them up, then sold them for a profit. They mostly went extinct during the housing crash. Read more
We’ve reached Friday. You may now rejoice! Read more
The problems with tracking hedge fund performance. Read more
Good Thursday morning. Read more
Just how big is Alibaba? Read more
Here are some reads to start your Wednesday morning. Read more
The Ira Sohn conference is an important event for money and hedge-fund managers. Just stay avoid from their stock tips. Read more
Some morning reads to start your day. Read more
The perception that housing is a bad investment is influenced too much by recent events. Read more
Comparing Millennials to past generations. Read more
Here are my morning reads to get your Monday started. Read more
The U.S. should take advantage of low interest rates and issue long-maturity bonds. Read more
It’s the weekend and you know what means: Our longer-form, extended-play versions of your favorite hits! Read more
Here are my favorite tweets of the week. Read more
Explaining the puzzling and sometimes contradictory reactions to the jobs report. Read more
The weekend is nigh! Read more
Prosecutors are considering bringing criminal charges against two overseas banks for charges ranging from perjury and fraud to laundering money. Read more
It’s May Day! A holiday all around the world — except here. Read more
Any reader of this site has likely heard about the book currently setting the world of economics aflame. Read more
Americans expect to retire later, but they still ending up retiring sooner than they expected. Read more
Some morning reads to start your hump day. Read more
Let’s take a look at where job growth is occurring in the recovery. Read more
Happy Tuesday morning! Here are some reads to start you off. Read more
The crash of the high-flying tech stocks is a good thing. Read more
Investing can be a lonely business. Read more
Some Monday reads to start your week. Read more
Everyone has a reason for telling you the things they do in financial markets. Read more
Here are my long-form reads to get the weekend started. Read more
Here are my favorite tweets from the week. Read more
Did I mention it’s Friday? Read more
There are a couple of big reasons the housing-market recovery is still weak. Read more
A look at where the U.S. government owes the most money. Read more
Read these. I dare you. Read more
Are we witnessing another tech bubble? Read more
Let’s take a look at new and existing home sales to see what we can find out about slumping sales. Read more
Roads are crumbling, bridges are collapsing, and what was once considered one of the greatest achievements of any government anywhere has fallen into embarrassing disrepair. Read more
My Wednesday morning reads. Read more
You have to read something. You should read these. Read more
The types of things people choose to invest in says a lot about who they are. Read more
Taking a closer look at the tax income and spending by the top earners in New York City. Read more
Some reads for your post-holiday malaise. Read more
Why do investors keep putting money into hedge funds when so many of them underperform? Read more
Pour yourself a cup of Joe, settle into your favorite chair and cozy up with my long-form weekend reads. Read more
Some reads to keep you busy for the rest of your Friday. Read more
What the ratio of bulls to bears tells about the market. Read more
My early Thursday reads. Read more
Not all hedge are created equal; a handful out-perform the pack. Read more
Here are some reads for your midweek morning. Read more
Newsletter writer Mark Hulbert recently raised the question of what the rate of initial public offerings means for the stock market. Read more
Let’s look at where our tax dollars come from and where they go. Read more
Good Tax Day morning. Here’s what I’m reading so far. Read more
One of the elements of modern punditry that continually surprises me is the insistence that stocks are grossly overvalued. Read more
A look at investing within the presidential cycle. Read more
We’re back to the grind. Ease the transition with these reads: Read more
Stock market investors have many theories about why the market has slumped. None of them are satisfactory. Read more
Good morning. Here are my favorite long-form articles from this week. Read more
Here are some of my favorite tweets of the week. Read more
The workweek is almost over, and not a moment too soon. Read more
Whenever we see any sort of disruption in markets an explanation usually follows. Read more
Good morning! Here are some reads to start your Thursday. Read more
The retirement speech from a Securities and Exchange Commission lawyer sums up much that is wrong with the agency. Read more
Investors shouldn’t be left to their own devices. Read more
Some morning reads for your enjoyment. Read more
Much of what you hear about financial markets is noise that often is seductive, but wrong. Read more
Here are some reads for your Tuesday morning. Read more
After large gains in the stock market, bulls and bears seems to have switched places — bulls are pessimistic, while bears act as if they have been vindicated. Read more
Examining the legacy of our latest economic recovery. Read more
Good morning. Here is some reading to start off your workweek. Read more
New high-stocks have taken a beating this year, while old tech stocks that are profitable and pay dividends have held up. Read more
Pour a cup of java, and settle in for my longer-form weekend reading. Read more
My favorite tweets from the week. Read more
While I have been busy kvetching about the weather, another payrolls report has snuck up on us. Read more
Good Thursday morning. Read more
Companies need to stop focusing on short-term returns at the expense of longer-term investments. Read more
With all the talk about high-frequency trading, here is a great graphic from Bloomberg Businessweek charting stock orders. Read more
I almost believe winter is over. Enjoy these midweek reads. Read more
The endless chatter of bubbles and crashes continues unabated. Eventually, all bull markets come to an end, and this one must eventually as well. Read more
The rich really are different and this chart proves it. Read more
The plague has broken and I can breathe again. Here is what I’m reading this morning. Read more
Airports in the U.S. are far from the best in the world. Read more
High-frequency trading is the latest way the stock market is rigged at the expense of the average investor. Read more
Monday, we meet again. My bubonic plague is improving somewhat, enough that I can bring you these reads. Read more
Pour yourself a tall cup of joe then settle into a chair with my favorite longer-form writings from this week. Read more
Here are some of my favorite tweets from the week. Read more
http://visualizingeconomics.com/blog/2014/3/25/real-price-of-gold-since-1791-updated-to-2013 Read more
The end of the week is in sight, and my bubonic plague refuses to go away. Read more
A brilliant chart on Ukraine. Read more
Happy Thursday. Read more
With Facebook acquiring virtual-reality company Oculus, one of the all time great sucker plays — the “Jumpstart Our Business Startups Act,” signed by President Barack Obama on April 1, 2012 — has been revealed as the massive bait-and-switch it is. Read more
I am home with a nasty head cold but I still delivered these reads. Read more
It’s Tuesday. That’s about all the enthusiasm I can muster. You win, winter. Read more
Some websites allow writers to post anonymous articles about stocks, creating the opportunity for abuse. Read more
Technology stocks aren’t doing so well today. Read more
These reads will ease you back into your workweek. Read more
It’s spring in New York and it’s freezing outside, so I’m going to list the the things that are bugging me. Read more
Looks like a glorious day is on tap. Grab your tablet and a cup of coffee, and settle in to enjoy these longer-form weekend reads. Read more
My favorite tweets of the week. Read more
The workweek ends! Read more
The right question isn’t always what happened, but what might have happened in the absence of action. Read more
The markets missed the mark with Yahoo’s valuation. Read more
Some reads for the first day of spring. Read more
Venture capitalist Marc Andreessen is none too happy these days. The inventor of the Web browser and co-founder of Netscape is miffed at the latest Silicon Valley fad: Anonymous sniping from within the tech industry. Read more
Some reads for your Wednesday morning. Read more
Investors seem to require a “story” to justify their decisions, even though the story often is wrong. Read more
Where are we in the market bubble? Read more
It’s the 77th morning of the year. Here are my reads. Read more
Usually, investing in what’s cheap and simple beats investing in what’s expensive and complex. Read more
The U.S. economy has just about recovered the total number of jobs lost during the Great Recession. Read more
Top of the workweek to you. Some reads for your St. Patrick’s Day enjoyment. Read more
Pour yourself a strong cup of joe and start your Saturday morning with my longer-form weekend reads. Read more
Happy Pi Day! Some reads to finish up the workweek. Read more
The robo-signing, document fabrication and mass perjury should have been fish in a barrel for even a newbie prosecutor. Read more
Honor Thor’s Day with these reads. Read more
In the world of high finance, the latest problem is taking one’s own life.Or is it? Read more
My morning train reading. Read more
With all the bubble chatter and talks of over-valued stock markets, I thought it was time to have a discussion with someone expert on the subject. Read more
Good morning. Here’s what I’m reading to kick-off my Tuesday. Read more
What does our current market need in order to build additional gains? Read more
Good Monday morning. Start your workweek out right with these reads. Read more
Five years ago today, I made the luckiest market call of my career. A few details and some context first, than an explanation as to why this was so lucky. Read more
My longer-form weekend materials. Pour yourself a strong cup of joe and settle in for some fascinating reads. Read more
A new experiment for my afternoon column. Read more
My end-of-the-work-week reading material. Read more
What is to blame for this weak ongoing job creation? Is it the Fed’s fault? Obamacare? An obstinate Republican-controlled House? Read more
Perhaps the market’s ongoing rally is a testament to the evolutionary intelligence of market’s bears. The ursine crowd seem to have disappeared, but do not be fooled. Read more
Good morning. Some reads to peruse while we wait for the next geopolitical crisis to erupt. Read more
Volume and breadth are just as important to understanding a market as prices are. Read more
Good morning. Here are my favorite midweek reads. Read more
The day’s trades had barely closed, when the Johnny one-notes began their usual litany of complaints. The market is long in the tooth, we are told; the bull cycle is Fed-driven, it’s temporary, its “toppy.” Read more
Visualizing Economics has put together a simple chart that shows just how fantastic the spread is between those who are merely rich and the fabulously wealthy. Read more
My morning reading, served fresh with corn muffins and coffee. Read more
On the first of each month, I send a letter to our investors describing what we see in the world relative to their portfolios. We always try to identify some Read more
California is paying a price for water-intensive farming. Read more
Some fine reading selections to begin your work week. Read more
This weekend, I found myself in the rather unusual position of defending hedge funds. Before I explain why that is so unusual, allow me to explain what I was defending them against. Read more
Good Saturday morning. Here is my list of longer-form weekend reading for your enjoyment. Read more
It shouldn’t be surprising that the two are related. Read more
My Friday reading. Read more
People don’t mind income inequality if it results from hard work and creativity; they object if it results from government favors. Read more
When compared to the Case-Shiller home price index, the FOMC laughter chart looks even worse. Read more
Good morning. Some reads for your Thursday pleasure. Read more
Risk signals point to problems in China’s banking market, which may have implications for world financial markets. Read more
The reality of the market cap/GDP metric is much more nuanced. Read more
My midweek morning reading. Read more
The longest-lasting and strongest U.S bull markets. Read more
My morning reads. Read more
Bitcoin has value because some people engage in a form of delusion that invests any currency with value. Read more
“The FOMC was having a knee-slapping good time until everything hit the fan in 2007.” Read more
I’m back from vacation and raring to go. Read more
Forget the debate about climate change; the search for investment opportunities is on and those who don’t bother looking will miss out. Read more
My longer-form reading, perfect for the long flight back home. Read more
My before-I-take-off-for-vacation longer-form weekend reading. Read more
The gap between the super-rich and the mere rich is much bigger than the gap between the average rich and poor. Read more
What a week. It’s almost over so pack the SPF 50, one day until vacation! Read more
The reading from my slow, snow-delayed morning commute. Read more
Trying to explain why financial markets behave in a certain way often comes down to a narrative that makes sense, even if it’s not accurate. Read more
Good morning, here is what’s interesting. Read more
Some people seem to think winning investment strategies can be divined from astrology or the cosmos. Read more
Some reads to help you get through the day. Read more
When all the experts are in agreement on financial market developments,sometimes it pays to head in the other direction. Read more
Some Monday morning reads to start your week. Read more
If you let your political ideology get in the way of your investing decisions; the results won’t be pretty. Read more
Good Saturday morning. Pour yourself a strong cup of joe, settle down into your favorite chair, and enjoy these longer-form weekend reads. Read more
The present economic recovery is the most sluggish we have seen. Read more
The week is coming to end. Celebrate it with these quality reads. Read more
The non-farm payrolls report is one of the most-anticipated and least useful economic data sets. Read more
My morning reads. Read more
The Federal Reserve’s decisions on monetary policy have been misguided because of its excessive focus on the wealth effect. Read more
The lesson to draw from comparing generational lows in stock markets is that this year’s correction suggests there will be more gains in the future. Read more
My nasty-icy-morning reads while you are waiting for mass transit to unsnarl. Read more
The decline in yields on U.S. debt is a great opportunity for the country to borrow and invest in its infrastructure. Read more
Some interesting reads to start off your Tuesday morning. Read more
It’s a snowbound Monday here in the Northeast and this is what I’m reading. Read more
As January goes, so goes the market for the rest of the year, at least according to the old adage. It turns out to be wrong as often as right. Read more
Pour yourself a cup of joe, and settle in for some of our longer-form weekend reading. Read more
Good Friday morning, some reads to wrap up your work week. Read more
Here are some random observations about financial markets a week after a big selloff. Read more
Nobody pays the 45 percent estate tax unless they want to or they’re not too bright. Read more
My morning-train reading. Read more
Minimum wage policy was a big part of the President Barack Obama's State of the Union address last night. As it turns out, 20 states plus the District of Read more
My midweek morning reading. Read more
Perhaps it is time to review all the players in the FOMC, given upcoming personnel changes. Michael Hanson at Bank of America Merrill Lynch notes some of these changes. Read more
Here are my morning reads. Read more
When more than 90 percent of of the prices and trading volume is down, the market is in clear retreat. Read more
A neat interactive graphic from the folks at Russell Investments. Read more
Good Monday morning. Here is an interesting way to start off your week. Read more
Climate changes will produce investment winners and losers and the debate about whether it’s real is over. Read more
My longer-form reads to start your weekend. Read more
It should come as no surprise that as rates rise, so too do all-cash purchases. Read more
Here is my Friday reading list to finish off your week. Read more
Why the sudden shift, from excess bullishness and exuberant expectations of more double-digit gains, to a recognition that perhaps the party won’t go on forever? Read more
There certainly have been plenty of catalysts that could hasten a 10 percent drop or worse. Read more
Good morning. My morning train reading. Read more
No one seems to be able to consistently identify what the best asset class will be for the coming year. Read more
Good snowy morning. Here are my weather delayed commuting reading materials. Read more
If we look at some of the biggest tech errors of the past decade, we see a very specific risk arising to existing companies from new technologies. Read more
The mere fact that we have not had a 10 percent or worse correction for a long time tells us very little about the state of the secular bull market. Read more
Good Tuesday morning. Here is what I am reading today. Read more
Lately, there has been a spate of research, analysis and commentary telling us that earnings are at a cyclical high that must mean revert. Stock valuations, therefore, are elevated and earnings will soon begin to fall, bringing stocks down with them. Read more
Here are my longer-form articles for your weekend reading pleasure. Read more
Earlier this week, we noted that “the Consensus Hates Bonds.” That is a small part of the reason we decided to increase our exposure to specific types of fixed income this year after having been significantly underweight bonds in 2013 Read more
Good Friday morning. Here is my end-o-week, Hey!-it’s-a-3-day-weekend reads. Read more
A mix of disappointing earnings (See Best Buy, J.C. Penney and Sears) along with pockets of luxury strength plus strongly trending auto sales has created a jumble. Read more
Good morning. Here is what I am reading today. Read more
On Monday, we saw a sell-off of more than 1 percent across major U.S. markets. Europe and Asia followed suit the next day. Read more
If you and your spouse have a quarter million dollars in real estate or other real assets, and the same in financial (401k, investments, etc.) and less than $50,000 in debt, this puts you at the 85th percentile in terms of wealth in America. Read more
Good foggy Wednesday morning. These are what crossed the transom this a.m. Read more
Last week, we published a 2,500-word opus on what lessons could be learned from the rise and fall of gold. Read more
If you want a sense of the consensus view of equities, the accompanying chart from BlackRock might provide some insight. Read more
Good morning. Here’s my early morning reading. Read more
Good Monday morning. Here is what I am reading today. Read more
In my biased and not so humble opinion, the world of finance blogs has grown into having a surprisingly large impact on modern finance. Read more
Yay, its the weekend! Here are the longer form reads I’ve saved up all week. Read more
Okay, strap in for yet another tirade on why you should (for the most part) pay very little attention to the monthly nonfarm payroll data, also known as the Employment Situation. Its hype-to-usefulness ratio is abysmally low. Read more
Good morning. Here’s my Friday on-the-Acela-to-D.C. reading. Read more
It’s finally starting to warm up, with temperatures a balmy 22 degrees. Here’s what I am reading this morning. Read more
Of all of the various government housing programs run by various federal agencies — Federal Housing Administration, Federal Housing Finance Agency, Housing and Urban Development and, of course, Fannie Mae — HARP is the most effective and efficient one out there. Read more
Here’s my hoping-we-hit-double-digit-temperatures-today morning reading: Read more
If a 20 percent drop is described as a bear market, and a 30 percent fall is called a crash — what do we call gold’s nearly 40 percent plummet? Read more
At the start of each quarter, my inbox is brightened with The Big Book of Charts – or as it is formally known, JP Morgan’s Interactive Guide to the Markets. Read more
My train delayed, man it’s cold outside morning reading. Read more
If you missed it over the weekend, Sunday’s New York Times had an amazing interactive graphic on where poverty is in the U.S. Over the past 50 years, the Read more
Welcome back to the first full workweek of the new year. Back to work! Read more
Merrill Lynch Pierce Fenner & Smith turns 100 today. At least, she would have been, if she was a standalone entity, and not a government rescued Too Big to Fail entity, forced into a shotgun wedding with Bank of America. Read more
Good morning, here are the longer form weekend reading materials I have accumulated over the week. Read more
Over vacation, I almost missed this cover story on housing last weekend by Jonathan Laing, Betting on the House. In it, they forecast 5 percent annual increases in home prices over the next 3 years. Read more
Good morning. My snowy, end-of-week reads: Read more
There seems to be an increasing concern that stocks have become wildly overvalued, especially in light of rising interest rates. Read more
Barry Ritholtz shares his reading list for the first work day of the new year. What are you reading? Read more
Let’s face it: You suck at investing. Your adviser sucks at investing, too. Read more
Welcome to the last week of 2013. Here’s what I’m reading: Read more
Good Saturday morning. Here are my favorite longer format reading materials from the week. Read more
Happy Merry! Some expertly curated reads to end your light, holiday-shortened week. Read more
Before you hit the stores, here are some interesting reads. Read more
Those of you who are still shopping need to seriously reevaluate your lives. For the rest of you, here are some interesting reads to start out the day. Read more
Sure, I am on vacation. But OCD never takes any time off — hence, what I’m reading this week. Read more
Kick off your vacations with my longer form, weekend reading material (expertly curated just before I head off to the airport!). Read more
Good morning. This is what I’m reading this morning. Read more
These are 10 things that have me wondering, thinking, and generally, curious about. Read more
Given yesterday’s surprise taper, I wanted to direct your attention to a very interesting look at the Fed’s balance sheet. Read more
Good morning. Here’s my reading for the morning commute. Read more
Outgoing Federal Reserve Chairman Ben Bernanke managed to thread the needle yesterday. Read more
What are you reading this morning? Read more
Wal-Mart’s holiday public-relations headache began when a Canton, Ohio, store decided to hold a food drive for needy local families for the holidays. Read more
he percentage of people who say they are dropping out of the labor pool because they cannot find a job is falling. This is a positive economic development. Read more
Good snowy NY morning. My commute is a mess, trains are running way ate. Here is what I’m reading while the LIRR figures out that it snows in the winter. Read more
Net total public assistance to the fast-food industry is about $7 billion dollars. (This does not include future medical costs associated with diabetes or heart disease). Read more
Good Monday morning. Here is what I’m reading to start the week: Read more
John Coumarianos of the Institutional Imperative is a prudent value guy. He wonders aloud in a recent blog post if I am too bullish?. He raises a number of interesting points via (mostly) valid criticisms. Read more
My longer-form weekend reading. Read more
Every year, my colleague Josh Brown puts out a collection of “Investment Fads and Themes.” This year is no different. Read more
Let us discuss information sources, methodologies, and precisely the choices we choose to make when we select what to believe. Read more
Keith Richards enlivens the end of your week. Read more
The ratio between debt and equity is moving in the right direction. Some of this has clearly been driven by rising prices, though some percentage is a function of de-leveraging mortgage debt. Read more
Here are my Thursday morning reads. Read more
It’s that the time of the year when you probably want to pick up a bauble or two for your favorite trader, fund manager or analyst. Read more
For today’s chart, I wanted to look at something unusual: the intra-year pullbacks of the past few decades. Read more
Good Weds morn. My early gift to you:• The Most Important Economic Stories of 2013–in 41 Graphs (The Atlantic)• Charity begins at home (Fidelity), see also Read more
Its that time of year again! All of your favorite prognosticators will soon be trotting out their favorite (albeit worthless) prognostications. You are advised to ignore them with extreme prejudice. Read more
Here is an interesting question: How does the present employment peak compare to the prior peak? Read more
My Tuesday morning roundup: Read more
Despite a plethora of bubble talk, chatter about high cyclically adjusted price-earnings valuations and market tops, investors have been carrying an awful lot of cash. Read more
One of the best ways to identify a market that is exhausted is to look for divergences between Breadth (i.e, the numbers of Advancing equities versus the number of declining ones) and Price (ie., New Highs). Read more
Good Monday morning. These are the items that will make the start of your week a little better informed: Read more
Hedge fund performance — and underperformance — is an area of research I have been intrigued about for several years now. It is a complex, nuanced issue which many folks misunderstand. Read more
Here are my longer-form weekend reads. Read more
This table is the result of a quick hunt for some data as to how often markets actually dive: Dr. Ed Yardeni’s discussion of “S&P 500 Bear Markets & Corrections.” Read more
My end-of-week reading materials. Read more
Taken as a whole, can we (as defined by Asness) discover “any reasonable future outcome can justify present prices”? Read more
I find this chart provides great context for the current markets, especially given the amount of bubble chatter we hear these days. Read more
What are you reading? Read more
Belgium has worried account-holders, admirers of the U.S. and its very own Solyndra. Read more
Welcome back after the long holiday weekend, Some reading material to start off your post Turkey week: Read more
One would hope that after a decade of people lamenting the poor reporting of Thanksgiving weekend retail data, the news media might learn to do better. Read more
My longer form, weekend reading Read more
My Black Friday shopping day reads: Read more
Turkey Day is here! Enjoy the time you have with loved ones, but before that, some reads: Read more
My pre-Turkey Day reading. Read more
For so many reasons obvious to anyone who flies regularly or is not a government bureaucrat, this is a terrible idea Read more
What is different between now and the last time the Nazz was here? Valuations, for starters. Read more
Before you get too involved in whatever, some midmorning reads. Read more
What prices today are utterly stupid? What has run up with no logical explanation? Read more
Some Stock Bulls Tread Lightly Into 2014. Read more
The media will have blanket coverage of all things retail. The intense focus with be a potent combination of PR hype and wishful thinking that if history holds will be entirely wrong. Read more
My longer form weekend reading. Read more
1. The Dow & S&P 500 rose for a 7th consecutive week, closing at all-time highs. Read more
Here are my Friday reads to wrap up your workweek! Read more
The most perplexing thing I read this week was an odd column by Paul Merriman at MarkeWatch, “Why Rebalancing Could Be a Huge Mistake.” Read more
It took more than 13 years, but the S&P 500 managed to eclipse its 2007 highs of 1576 earlier this year. Read more
My morning reading: • Grantham: Buy Wood (Reformed Broker) but see Why guru ETFs beat human gurus (Felix Salmon)• S&P 500 Celebrates One-Year Above 200-Day Read more
Late morning reads from Barry Ritholtz. Read more
We all have war stories of the profitable sale that should never have been made. Read more
One of the favorite tropes of the “End the Fed” crowd is the “falling purchasing power of the US dollar.” Read more
Good Tuesday morning:• Alan Greenspan: Why I Never Saw It Coming (Foreign Affairs)• Benefits of Studying Insiders’ Trading Patterns (WSJ)• 4 Reasons Japan Read more
If you have been paying any kind of attention to the mainstream media the past few years, you may have noticed quite a bit of bubble chatter. Read more
One of the things I am most excited about is working with the Bloomberg Data Visualization crew to bring some interactivity to financial and economic data. Read more
Good Monday morning! Some reads to start off your workweek. Read more
Twice a year, Standard & Poor’s releases a “SPIVA Scorecard” — a report comparing the performance of active managers versus three passive indexes. Read more
10 long form reads for the weekend. Read more
[imgviz url:http://www.millersamuel.com/charts/manhattan-co-opcondotownhouse-listing-inventory-1113 image_id:idJHDc_39QJ4]Over the past few years, the Read more
Wow, its Friday already? This week went by quickly! Here are your pre-weekend reads: Read more
[imgviz url:http://www.blackrockblog.com/2013/11/11/global-bubble-territory/ image_id:i_i_jBeL7PbQ]It seems that everywhere I go over the past few weeks, I Read more
Good morning, some fascinating reads to put your brains in gear:• 10 reasons to be a bull in 2014, a bear by 2017 (MarketWatch)• What Is the Value of Stolen Read more
Perhaps it’s my bias — my clients own Vanguard’s European ETF (VGK) — but most of you folks now breathlessly declaring Europe’s recovery already over had left them for dead six months ago. Read more
My morning reads, fresh from northern Connecticut: Read more
According to one study, American fast food workers receive more than $7 billion dollars in public assistance. Read more
The beneficiaries of the economic recovery have been a somewhat narrow group: Those who are highly educated and already are high earners are feeling the positive effects in both employment and wage gains. Read more
Some interesting reads to start off your day. Read more
After four years of contracting state and local governments, has the drag on local economic activity finally ended? Read more
To put gasoline prices into the starkest relief, consider adjusting total US miles traveled on a per capita basis. Read more
Some reads for your Monday morning. Read more
Quite a few people are discussing the speech given by Federal Reserve Chairman Ben Bernanke last week, titled The Crisis as a Classic Financial Panic. (See Read more
Imagine how much better the underlying economy might be if the federal outlays were not contracting. Read more
Wait, wasn’t Twitter supposed to be dead by now? Read more
The employment situation report is the single most over-hyped, over-analyzed, over-emphasized, least-understood economic releases known to mankind. Read more
Please, when describing the process of going public, do not hand-select the best tech IPOs of the past 20 years to use as proof of how awesome all tech IPOs themselves are. Read more
My Morning Reads:• Individual investor bullishness hits six year high (Pragmatic Capitalism) see also The return of cash sparks big stock rallies in the Read more
One of the dirty little secrets about 401(k) accounts is their under-performance — returns average 3 percent to 4 percent versus 8 percent to 10 percent for comparable 70/30 balanced portfolios. Read more
The general consensus seems to be that CAPE — the cyclically adjusted price-to-earnings ratio — is elevated, stocks are overvalued, and a crash is imminent. This is a misreading of both valuation measures, as well as causes of crashes. Read more
Good Twitter IPO morning Read more
Are Animal Spirits returning to the market? Read more
What do you get when you cross an overbought market with too few bears? Often, that combination of complacency leads to a correction. So far, all it has produced is frustrated contrarian traders. Read more
Its guilty-plea Tuesday, and that means time for some reads: Read more
Lack of criminal prosecutions for bankers, hedge funds managers and other moguls has altered the calculus — huge fines are now a cost of doing business. Read more
One data point that has found a home among the bearish community is the total amount of New York Stock Exchange margin debt. It is at record highs, and this supposedly means the end of the bull market is nigh. Read more
• Best Stock Market Since 1997 Seen With S&P 500 Momentum (Bloomberg) but see Sommers: The Dangers of a Stock Market Melt-Up (NY Times) Read more
My goal here at Bloomberg View is to entertain, elucidate and, mostly, to disabuse you of the nonsense that occasionally passes for market commentary. Read more
