Brilliant anecdote / rant from Eric Peters over the weekend… *** “Let’s start with what I’d tell a 25-year-old to not do with investment capital,” answered the CIO. He’d been asked how our youth should invest for 10-15yrs. “I’d tell them to not blindly follow their parents and grandparents as they pay ever higher multiples […]

[embedded content] My colleague Ben Carlson has a new book out about the history of financial fraud and what lessons investors can take away from that in modern times. It turns out that the new scams aren’t very different from the old scams, and that bull markets are fertile breeding grounds for credulous investors and […]

They’re going to invert the yield curve again. But it’s mostly a function of Coronavirus fears and the Fed’s very widely telegraphed activities in the overnight repo market – flushing the system with cash to stabilize an otherwise mundane, routine process that can occasionally be overwhelmed by high demand for dollars, for a variety of […]

[embedded content] Josh recently met up with Scott Redler at the New York Stock Exchange to discuss moving averages, and trading vs investing. Scott is the Chief Strategic Officer at T3 Live. Subscribe to The Compound here!

Greetings from Inside ETFs, where over 2,000 financial advisors, asset management professionals, specialist firms, fintech vendors and media people gather each winter to celebrate the industry’s success, lament its challenges and look toward the next big thing. It’s hard to imagine, however, the next big thing being a new ETF. A recent study said that […]

Shout to Blair for a very helpful rundown of the new limits on corporate retirement plans. Be sure to click over and follow Ritholtz Wealth on Instagram. We’re dropping this information for you all the time.

Three weeks into January and the squad is firing on all cylinders. Three things you can learn this week courtesy of Nick, Michael and Ben: You will often hear that there is something wrong or artificial about the current secular bull market because of the relatively high concentration of the FAAMG stocks – Facebook, Apple, […]

[embedded content] Be sure to subscribe to our channel so you never miss an update In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss: *Gold vs Bitcoin, let the trolling begin!* Google joins the Trillion Dollar Club, who’s next?* Can Bill Simmons sell The Ringer podcast network for $200 million?* […]

The big news this past week is that the S&P 500 got way out ahead of its 200-day moving average – more than 11% above, in fact. Michael wrote about how shitty of a timing signal this measure is here, if you haven’t read it yet you CANNOT miss it. In the meanwhile, Jon Krinsky […]

Martin Luther King stayed up til 4am working on his speech for the National Mall on August 28th, 1963. He had both typewritten pages and handwritten pages with crossed out words and rewritten phrases all over the place. He wasn’t exactly sure what the final version would look like, right up until the time he […]