Posts filed under “Media”

Barron’s Unsentimental Investors

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Our monthly letter to clients was picked up and excerpted by Barron’s Market Watch: A Sampling of Advisory Opinion.

This is the section of the commentary relating to investor sentiment:

Unsentimental Investors
April Insight
by Ritholtz Wealth Management
90 Park Ave., New York, N.Y. 10016

April 2: Anyone who thinks stock market sentiment is excessive today should speak to the American people. According to a Gallup poll in the first quarter, half of all Americans think putting money into the stock market is a bad idea.

In the 1999-2000 era, 67% of Americans thought putting money into the stock market was a great idea. Only 28% thought it was foolish. Fast-forward to today—more Americans think putting money into the stock market is a bad idea (50%) than think it’s a good idea (46%). We might be tempted to call this irrational nonexuberance in light of the performance of the market over the past five years.

When we think of important market tops, we think of widespread euphoria, absurd valuations, and even the dumbest ideas having endless venture-capital dollars thrown at them. There is little euphoria today for the overall market, as this survey makes clear. Valuations are only mildly elevated relative to history. Profitable companies like King Digital Entertainment, the recently public makers of the videogame Candy Crush, have seen their IPOs tank—and this despite the massive amount of revenue their biggest game brings in. Candy Crush is coming up on a billion dollars in revenue.

That’s the sort of metric the Pets.com sock puppet from 1999 could only dream about.

-Barry Ritholtz

 

Always a pleasure to be in Barron’s . . .

 

Category: Apprenticed Investor, Media, Sentiment

Finding Investment Insight Online

The Irish Times had some incredibly nice things to say about yours truly this week in a piece :   The Big Picture The granddaddy of market bloggers, money manager Barry Ritholtz, started his Big Picture blog way back in 2003. More than 25,000 posts later, he remains the best in the business. Ritholtz has…Read More

Category: Media, Weblogs

How Hollywood Has Destroyed America

Source: The Concourse

Category: Digital Media, Film, Humor, Media

BloombergTV: QE & Market Tops

What Would Our Economy Be Like Without QE?

Ritholtz Wealth Management CIO Barry Ritholtz discusses what the U.S. economy might’ve looked like without the Fed’s quantitative easing. He speaks with Trish Regan and Matt Miller on Bloomberg Television’s “Street Smart.”

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We’re Not at a Market Top

Ritholtz Wealth Management CIO Barry Ritholtz discusses whether or not the U.S. stock market is in a bubble. He speaks with Trish Regan and Matt Miller on Bloomberg Television’s “Street Smart.”

Source: Bloomberg, March 21 2014

Category: Media, Video

Media Appearance: Bloomberg TV with Trish Regan (3:00 – 4:00 pm)

I will be swinging by this afternoon to talk with her about the taper and market tops Guest hosting with the lovely Trish Regan at Bloomberg TV from 3:00 pm to 4:00 pm on Street Smart.We will talk Bull market rallies, Fed Tapering, Market Tops, etc. Should be lots of fun — Check it out…Read More

Category: Media

The Latest Dumb Proposal on Fannie & Freddie


Source: Yahoo Finance

Source Yahoo

Category: Media, Taxes and Policy, Video

XMSR Stand Up with Pete! Interview

    click to play audio Source: Stand Up!    

Category: Economy, Media

Follow Up: Daily Show Blowback

Last night’s Daily Show appearance (described here: How I Ended Up On The Daily Show) generated a surprising amount of interest. As much as I would like to claim responsibility for the buzz — my calm demeanor and rational approach as the cause — in reality, the person on the other side of the argument, Peter…Read More

Category: Humor, Media, Television, Wages & Income

TDS: Wage Against the Machine

Below is my Daily Show debut.

The segment was pretty good. As noted last night, we shot for 2 hours, and lots of great stuff was left on the cutting room floor. The discussion on higher paying retailers such as Costco and Trader Joes versus Walmart was actually interesting, and Samantha was really funny in that section. I guess if I wanted more screen time, I should have spoken about retarded people deserving to earn less than minimum wage (watch the video to understand).

Samantha Bee explores the devastating economic effects of raising the minimum wage to the poverty level.

(04:59) January 28, 2014

Category: Humor, Media, Television, Video, Wages & Income

Bloomberg TV: Innovation, Netflix, Dimon’s Paycheck

Bloomberg’s Cory Johnson and Bloomberg View Columnist Barry Ritholtz discuss the price of innovation on Bloomberg Television’s “Street Smart

Can You Put a Price on Innovation?

Bloomberg, January 24 2014

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Ritholtz Wealth Management CIO Barry Ritholtz discusses Netflix and its release of “Mitt,” the new Mitt Romney documentary. He speaks with Trish Regan and Mark Crumpton on Bloomberg Television’s “Street Smart.”

Is There Anyone Who Can Compete With Netflix?

Bloomberg, January 24 2014

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Ritholtz Wealth Management CIO Barry Ritholtz discusses Jamie Dimon and executive compensation. He speaks with Trish Regan and Mark Crumpton on Bloomberg Television’s “Street Smart.”

Why All the Fuss Over Jamie Dimon’s Paycheck?

Bloomberg, January 24 2014

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Category: Media, Video