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The Big Picture (Investing)

Visit Site - http://www.ritholtz.com/blog/

Barry Ritholtz

This blog is a compendium of what a Wall Street money manager is looking at, thinking about, and writing on. I [Read More]

Categories: "A List" Influencers | Finance/Investing


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Latest Posts:

MIB: Sarah Ketterer, CEO Causeway
This week, we speak with we speak with Sarah Ketterer, Chief executive officer and cofounder at Causeway Capital Management, an international value manager with $52 billion under management. She was Morningstar International Manager of the Year in 20...
The Big Picture (Investing)
Saturday, September 21, 2019


10 Weekend Reads
The weekend is here! Pour yourself a mug of Peaberry coffee, grab a seat outside, and get ready for our longer form weekend reads: • Every athlete's worst nightmare: She Won Athletes' Hearts. And Robbed Them Blind. The same people who years ago entru...
The Big Picture (Investing)
Saturday, September 21, 2019


Succinct Summation of Week's Events for 9.20.19
Succinct Summations for the week ending September 20th 2019 Positives: 1. Markets stabilize as everyone gets used to Trade War noise; 2. Existing home sales came in at an annualized rate of 5.49Mm above expected 5.38M. 3. Home mortgage apps rose 6.0%...
The Big Picture (Investing)
Friday, September 20, 2019


MIB: Psychologists & Behavioral Economists
The Masters in Business pod turned 5 this summer, and I wanted to update how people could access the archives in more interesting ways. One request we get all the time is to organize the shows by categories for those interested in a deep topical dive...
The Big Picture (Investing)
Friday, September 20, 2019


10 Friday AM Reads
My end of week morning train reads: • Why Hasn't Wall Street Ever Had a Woman CEO? (Fortune) • Jim Grant Is a Wall Street Cult Hero. Does It Matter If He's Often Wrong? (Institutional Investor) • At $28 billion so far, the farm rescue is more than tw...
The Big Picture (Investing)
Friday, September 20, 2019


1971 Ferrari 365 GTB/4 "Daytona"
Officially it is known as the Ferrari 365 GTB/4, but after the 365 swept the Daytona 24-Hour Race in 1967, racing to victory by taking the 1-2-3 spots, the car became known simply as The Daytona. The muscular shape and long hood of the aluminum body ...
The Big Picture (Investing)
Friday, September 20, 2019


Sharp Decline in Childhood Mortality
The default setting on modern humanity is for things to continually get better. Here is the New York Times: "Two decades ago, nearly 10 million children did not live to see a 5th birthday. By 2017, that number — about 1 in every 16 children — was nea...
The Big Picture (Investing)
Thursday, September 19, 2019


Trade War Farm Bailout
Source: Reuters     I missed this over the summer: According to Reuters, "the U.S. government will pay American farmers hurt by the trade war with China between $15 and $150 per acre as part of a $16 billion aid package." Aid is going gone to mostly ...
The Big Picture (Investing)
Thursday, September 19, 2019


10 Thursday AM Reads
My morning train reads: • The 21 Most Powerful Women in the Business of Sports (Worth) • Value Finally Replaces Growth. But Will This Hate Rotation Last? (Barron's) • Stock Pickers Are Just Imagining an Index Bubble (Bloomberg) • A rare look inside S...
The Big Picture (Investing)
Thursday, September 19, 2019


You 2.0: Tunnel Vision
  NPR: Have you ever noticed that when something important is missing in your life, your brain can only seem to focus on that missing thing? Two researchers have dubbed this phenomenon scarcity, and they say it touches on many aspects of our lives. "...
The Big Picture (Investing)
Wednesday, September 18, 2019



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