Ritholtz
@RitholtzWealth
Insights from the whole gang. Ritholtz is a registered investment advisor providing financial planning, advice, and portfolio management.
84 Following 45.6K Followers
Why is Consumer Sentiment So Low?
"Households don’t care that the trailing 12 month inflation rate was 3.4%. They do care that consumer prices are up 30% since the start of 2020...People hate high inflation."
by @awealthofcs
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Most Stocks are Losers
"You could make the case that this is the hardest environment of all-time for active managers. A handful of stocks did really well. Most stocks didn’t."
by @awealthofcs
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Can You Be a Boglehead Tech Investor?
"The QQQs have compounded at an annual rate of 20% per year for a decade-and-a-half. This is perhaps the greatest tech bull market in history and it happened without all of those unicorn companies."
by @awealthofcs
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5% Bond Yields
"The starting yield plays a huge role in your forward returns, especially for short-to-intermediate-term bonds. For long-term bonds, interest rate movements and changes to inflation are a much bigger risk."
by @awealthofcs
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How Will This Cycle End?
"The interesting outcome at the end of the Go-Go Years is how much worse the crash was in the most beloved stocks versus the rest of the stock market and the economy."
by @awealthofcs
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The Most Hated Asset Class in the World
"I understand why no one really cares about bonds right now. We’re in a bull market. Who cares about 4-6% yields in fixed income when the stock market is going up 20% every year."
by @awealthofcs
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