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18 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
People do things like buying groceries and see inflation. Ouch. Bonds don't seem like a good bet to compensate for price increases. On the margin, people dial up their allocation to stocks. Of course, many other factors are involved since markets are complex adaptive systems. Quoting @awealthofcs This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? inflation Related
15 September
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Investing Quote of the Day: "While catching up on the news is merely depressing to the citizen who has no stocks, it is a dangerous habit for the investor." - Peter Lynch Related
14 September
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
Writer and former McKinsey/BCG strategy consultant; author of The Pathless Path and Good Work, about leaving the default career track. Publishes the Boundless newsletter and podcast.
Stocks up 1% on extinction pause Related
11 September
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
This happens as long-term rates rise relative to short-term rates. Though they try to hold short rates down, long rates are climbing, a trend we are already seeing. We are also seeing a weakening dollar and movements in gold. As rates rise, it starts to affect the stock market. With bonds dropping and stocks rising, the prospective returns of stocks are now low compared to bonds, translating into broader stock market pressure. This classic dynamic creates a stagflationary environment that the Federal Reserve struggles to manage. With current stagflation, the Fed wrestles with whether to tight… interest rates Related
10 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
The top 10 stocks in the S&P 500 now make up ~40% of the index Every company in the top 10 has a market cap of $1 trillion or more 3 things: 1. This is a bull mkt phenomenon 2. Almost every other country is even more concentrated 3. The fundamentals back it up awealthofcommonsense.com
Related
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
What are bond yields "saying" about stocks? by @WSJ's ever-astute Spencer Jakab wsj.com
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9 September
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
Almost every technology boom creates a bubble, then a bust, whether it’s railroads, the Industrial Revolution, or the late 1920s. Think about the late '20s: electricity, refrigeration, telephones, radios, airplanes, and cars were all emerging at once. Naturally, people wanted to invest in these miracles. The danger is that people fail to distinguish the miracle from the investment. A technology can be truly transformative, but if the stocks are priced too high or bought on debt, you get a crash. That is the mechanics behind how bubbles form and burst. New technology will be great, there is no… energy Related
4 September
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
2 September
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
Investor David Booth talks to the WSJ about life, stocks and (not) trying to beat the market https://t.co/mcRd8TQOEv via @WSJ Related
1 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
10 THINGS YOU NEED TO KNOW ABOUT INVESTING IN STOCKS 1. Stocks mostly go up but sometimes they go down. Roughly two-thirds of all years have a double-digit peak-to-trough drawdown Related
27 August
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Their words
Occasional downturns in the stock market are perfectly normal. You have to get used to losing money if you want to survive the stock market.
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awealthofcommonsense.com
26 August
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
25 August
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Much of the speculative stuff of 2021 ended up failing (NFTs, DeFi, etc.) while much of the speculative stuff of 2025 (AI) seems to be succeeding. My latest on why I was wrong to be bearish on US stocks a year ago: ofdollarsanddata.com
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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
America
Their words, before
It’s not that any one of these things represents a mania, but collectively they do. And I know what can happen after that mania.
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Their words now
Since then U.S. stocks are up 16% (total return) and my bearish prediction turned out to be misguided.
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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
From one piece
Why I Was Wrong to Be Bearish on U.S. Stocks
2 beliefs, in the piece's order there
14 July
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
To everyone who says "stocks aren't going up, the dollar is just going down"—you're wrong, and I can prove it. My latest on why debasement theory is false (and true) at the same time: ofdollarsanddata.com
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7 July
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
24 May
Co-founder and CEO of Every. Writes the Chain of Thought column about working with AI tools and hosts the podcast AI & I.
SaaS
Their words
So, this is another good prediction. I would buy SAS stocks right now.
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youtube.com
12 February
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. Related
29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
10 December 2025
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
Summon Your Courage and Buy Stocks Investors who conquer stock-phobia have an edge over those too focused on their rearview mirror By Jason Zweig Oct. 4, 2008 12:01 am ET During the Great Depression, an entire generation became convinced that owning stoc…
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4 August 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
So I've been experimenting with some 1:1 coaching, mostly from people who are close to FIRE but looking for a final checkup. Here are some of the things some people miss consistently: 1) If you're going to go to all the trouble of owning rental houses, the damned things should at least outperform the stock market. So make sure your cap rate is better than ~8% after all expenses. But this takes some skill, so I keep sending people to @CoachChadCarson's excellent all-in-one book on the subject, "The Small and Mighty Real Estate Investor" 2) If you're going to invest in stocks, you should unders… Related
6 July 2025
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
The Rise of Bitcoin Stocks and Bonds Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the…
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10 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
How could that be the bottom? We haven't even felt the impacts of tariffs yet? I have no idea if that was the bottom, but the market bottoms during the storm, not after it passes. 2020 was the perfect example of this. Stocks bottomed 13 months before EPS did. Related
2 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
A lot of stocks are doing fine, even though the stock market is not. Related
25 February 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
Wow, have you seen the stock market lately? And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven pe…
Related
3 September 2024
Co-founder of AQR Capital Management; quantitative investor and writer.
20 February 2024
Founder and chief executive of Pershing Square Capital Management, the activist investment firm he started in 2004.
From one piece
Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast #413
2 beliefs, in the piece's order there
Their words
People tend to get excited about investments when stocks are going up and they get depressed when they're going down. And I think that's just inherently human. You have to reverse that. You have to get excited when things get cheaper and you got to get concerned when things get more expensive.
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youtube.com
Their words
So we at Pershing Square short a very few stocks. And the reason for that is short selling is just inherently treacherous.
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youtube.com
10 July 2023
Co-founder and co-chairman of Oaktree Capital Management; author of the Oaktree memos.
Their words
In the fall of 1999, against the backdrop of the massive gains being achieved in tech, media, and telecom stocks, I read Edward Chancellor’s excellent book Devil Take the Hindmost.
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oaktreecapital.com
29 May 2023
Founder of the toy manufacturer Viahart; writes about manufacturing, importing and why bringing production back to America is harder than it sounds.
Why We Shouldn’t “Buy the Dip” “Buying the dip” is buy stocks whenever there is a short-term decline in stock prices, under the assumption that asset prices will quickly revert, enabling you to make money. This article explains why a government-drive…
government Related
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