Demise of the Dollar?
"Whenever someone starts talking about the dollar, your go to move should be to view the data." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://rithol...
6 Apr 20216min
Purposeless Capital
"Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful purpose has magical powers." - Barry Ritholtz For more visit: The Big Picture For disclosure informat...
5 Apr 20215min
Not a Housing Bubble
"In a normal market, it does not take much of a shift to create an imbalance. Housing here is both too little supply and too much demand; these look like temporary issues, not a longer-lasting conditi...
1 Apr 20216min
Bull Market Beset by Too Many Misconceptions
"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors, 2020 was it. Had you missed the entire year, and not ever touched your portfolios, you would have b...
31 Mars 202110min
Everyone is an Investor
"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael Batnick For more visit: The Irrelevan...
26 Mars 20214min
The Art of Calling a Market Top
"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember ...
26 Mars 20216min
Non-Compete
"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - J...
25 Mars 20214min
Tech Bubble or Rotation?
"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles...
25 Mars 20216min
