Posts filed under “Investing”

Coming to Seattle !

 

The week of January 20th, I will be in Seattle to interview Howard Marks at the CFA dinner.

I will also be visiting a few clients and prospective clients in the area as well.

Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the markets, or simply discussing your own personal financial planning, give us an email or call.

Send email to Info -at- RitholtzWealth -dot- com, with the subject “Seattle Trip.”

Or call 212-455-9122 and ask for Erika.

 

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Category: Asset Allocation, Investing

Seattle CFA Annual Dinner 2015

Later this month, on January 22, I will be interviewing OakTree Capital’s Howard Marks — a mini Live and in person MiB — at the Seattle CFA Society’s annual dinner:

 
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seattle cfa 2015

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Category: Investing, Podcast

14 Meaningless Stock Market Phrases

Great list from Henry Blodget of Business Insider 14 Meaningless Phrases That Will Make You Sound Like A Stock-Market Wizard “The easy money has been made.” “I’m cautiously optimistic.” “It’s a stockpicker’s market.” “It’s not a stock market. It’s a market of stocks.” “We’re constructive on the market.” “Stocks are down on ‘profit taking.’” “The…Read More

Category: Investing, Really, really bad calls

What is an Online Financial Advisor?

I thought this infographic was inforamtive. We launched our own online advisor last year called Liftoff:   Source: Paladin Research & Registry

Category: Asset Allocation, Digital Media, ETFs, Investing, Technology

Josh Brown: Investment Fads and Themes, 1996-2014

Another year in the books and I’ve updated my Investing Fads and Themes by Year guide accordingly. It begins with 1996 because that was my first summer working on The Street and my earliest exposure to the market. I do this every December because I agree with the eminent philosopher Bob Marley in that “If you know your history,…Read More

Category: Investing, Psychology, Really, really bad calls

Oil, Europe, good and bad & Spain

Oil, Europe, good and bad & Spain David R. Kotok December 29, 2014     Less than two months ago, Oxford Economics modeled sensitivity to the oil price by conducting simulations on 47 countries. Their baseline then was an “$84 Brent crude price average in 2015… gradually recovering to $106 in 2019.” Their updated work has tested…Read More

Category: Energy, Investing, Think Tank

The Basic Simple Truths of Investing

For investors, it’s a perfect time to go back to the basics Barry Ritholtz Washington Post, December 21, 2014     Look around you: This is the time of year when the pages of newspapers and magazines are filled with predictions and lists and all manner of money-losing nonsense. I have pushed back against much…Read More

Category: Apprenticed Investor, Asset Allocation, Cognitive Foibles, Investing

Art Cashin: 2015 Issues to Watch

I am never a fan of forecasts, but I am interested in an informed discussion from knowledgeable people like Art Cashin who have have a half of a century experience on the NYSE floor:

Category: Current Affairs, Investing, Video

Performance fee baloney.

The Banker’s Umbrella began in January of 2013, and as it turns out it seems to have become rather popular. The Banker’s Umbrella is loved by many and hated by a few. Not bad for one (former) banker and a laptop. ~~~ Performance fee baloney. You know that look teenage kids give their parents at least twice a…Read More

Category: Finance, Investing, Think Tank

Back to Basics

>   My Sunday Washington Post Business Section column is out. This morning, we look at a few basics of investing that many investors get wrong. Here’s an excerpt from the column: “Today, I am going to suggest you take a different route: Focus on 10 basic, simple truths that many investors seemingly ignore. Some…Read More

Category: Apprenticed Investor, Asset Allocation, Investing