CREDIT

OK, we’re trying something new next week for registered financial advisors only. It’s a brand new show we’ve created and you can be there virtually to watch the pilot episode live. As an advisor, you’re going to spend time, money and energy implementing new technology and asset management solutions into your practice. You may as … Read more

On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more! We recorded this before an audience of hundreds out in Charlotte, North Carolina at the Nascar Hall of … Read more

Fun chart from Jeff Weniger “People are usually surprised when I show them how Japan has grown its dividends at a 6.9% annual clip over the last 20 years, outpacing the 6.7% growth pace of the S&P 500. Japan trades for 13.5x forward earnings, or a 37% discount to the S&P’s … Read more

Posted November 17, 2023 by Nicole Samoroukova On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett’s latest moves, and much more! You can listen to the whole thing below, or find it wherever you like to … Read more

Image Credit: Aleph Blog || Has the return on assets for public equities permanently risen? At March 31st, 2023, the S&P 500 was priced to return 2.41%/year over the next ten years. Given the rally since then, that return has shrunk to 0.49%/year. Currently the 10-year Treasury yields 3.76%. In investment grade corporates, you could … Read more

“Armed to the teeth.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a … Read more

Image Credit: Aleph Blog || Has the return on assets for public equities permanently risen? The return on bonds has risen for now. From the last piece: “At March 31st, 2023, the S&P 500 was priced to return 2.41%/year over the next ten years. Given the rally since then, that return has shrunk to 0.49%/year. … Read more

Posted November 28, 2023 by Joshua M Brown The new online home of Ritholtz Wealth Management has (finally) arrived! It’s ironic that we’re a firm with ten content creators and all these big blogs but we’ve never really paid much attention to what our corporate site looks like or how it works. It was just … Read more

Relative to T-bills, normal yields for US 10/30, and AGG should be up around 6%, corporate bonds 7%, and emerging and junk around 10%. What if that happens this year? (T-bill yields could also come down, or both, or neither of course…) Here’s our old white paper on T-Bills and Chill…sounds pretty good this year! … Read more

Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others … Read more