Investors tend to discover 'hot' mutual fund managers just after a successful run and just before the inescapable force of mean reversion… — Barry Ritholtz Copy Share Image
Once you research an idea, you begin to develop a perspective. Writing about anything in public, often in real time, has helped… — Barry Ritholtz Copy Share Image
History shows us that people are terrible about guessing what is going to happen - next week, next month, and especially next… — Barry Ritholtz Copy Share Image
The beauty of diversification is it's about as close as you can get to a free lunch in investing. — Barry Ritholtz Copy Share Image
When markets are rallying, cash in the portfolio is a drag on performance, returning about zero. — Barry Ritholtz Copy Share Image
Much of the traditional thinking about cash is well intentioned but unrealistic. Should you have six months of living expenses in the… — Barry Ritholtz Copy Share Image
Investing is about making probabilistic decisions with limited information about an unknowable future. The variables are well known, as are the possible… — Barry Ritholtz Copy Share Image
Whenever you hear a discussion about the short-term swings in any given stock's price, your immediate thought should be whether it matters… — Barry Ritholtz Copy Share Image
Any time you speak to people about their posture, you learn about their most recent investment activity. When someone just bought stocks,… — Barry Ritholtz Copy Share Image
One thing I detest most about the financial press is the lack of accountability. All sorts of nonsense is said without penalty. — Barry Ritholtz Copy Share Image
Amongst the financial Twitterati, the term 'muppets' has come to describe any client used and abused by some financial predator. I've adopted the term… — Barry Ritholtz Copy Share Image
It is important for investors to understand what they do and don't know. Learn to recognize that you cannot possibly know what is going… — Barry Ritholtz Copy Share Image
The good news is that economists are intelligent, engaging and often charming folks. The bad news is their work is often of little use… — Barry Ritholtz Copy Share Image
The electronics industry expanded rapidly and the seeds for the semiconductor and software revolution were planted. The postwar period also saw the suburbanization of… — Barry Ritholtz Copy Share Image
Footage of people camped out at Best Buy or elsewhere is not remotely a celebration. Rather, it's a reminder of just how economically distressed… — Barry Ritholtz Copy Share Image
Markets are frequently ahead of, and often out of sync with, the economy. — Barry Ritholtz Copy Share Image
Narrative drives most of economics. Everything seems to be part of a story, and how that story is told often leads to critical error. — Barry Ritholtz Copy Share Image
This ugly duckling investment will likely need time - quarters, or even years - to blossom into a beautiful swan. — Barry Ritholtz Copy Share Image
Yearly data put the rest of the noise into perspective. Most of the weekly or monthly random up-and-down movements get smoothed out. Ultimately, this… — Barry Ritholtz Copy Share Image
A number of bloggers in economics and the financial sector have risen to prominence through the sheer strength of their work. Note it was… — Barry Ritholtz Copy Share Image
TV producers want ratings and are willing to do nearly anything to get them. They gin up artificial conflicts and create an urgency for… — Barry Ritholtz Copy Share Image
