Category Archives: Barry Ritholtz

Weekend Readings

Below are some investment and market related articles I am reading this weekend:

Less than meets the eye at Facebook – Barry Ritholtz

Simple Index Funds May Be Complicating the Markets – Jason Zweig

Fed Sloshing the Liquidity Pool – Tom McClellan

ECRI’s Controversial Recession Call: Fifth Consecutive Improvement in the Growth Index – Doug Short

A Long-term Look at Inflation – Doug Short

The Cancer of Debt and Deficits (pdf) – John Mauldin (interesting tax reform proposal worth reading in this article)

 This is Still the Most Glaring Anomaly in the Market – Money Game

 

Investment Articles

Below are some investment articles I am reading this week:

Dividend-Paying Stocks - James Bianco via The Big Picture

Now you can follow me on Stocktwits and Twitter!

Are We Witnessing a Dividend Bubble? Prieur du Plessis

Break Up the Banks –  Simon Johnson

What Investors Are Hoping to Find Under Their Trees – Barry Ritholtz

Your Three Investing Opponents (pdf) – John Mauldin

Are Traders Really Just Driven by the Sun? Tom McClellan

Burton Malkiel: Buy Munis, Foreign Bonds, and Dividend Stocks

Do-It-Yourself Equity-Indexed Annuities – Geoff Considine

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

More on this topic (What's this?) Read more on Investment, Sun, How To Invest at Wikinvest

Mid-Week Readings

Below are some articles I’m reading this week and as always I think there are some timely pieces on the list, including the top stock-market strategy of the past 50 years.

If you are interested in receiving free daily video updates on a variety of markets, Adam Hewison of MarketClub provides daily insight on gold, equities, commodities and bonds. Simply click the link below:

Downward Spiral – Mohamed El-Erian

The Systemic Risk Revealed by MF Global’s Collapse – Barry Ritholtz

Now you can follow me on Stocktwits and Twitter!

Does the Trend Matter? Kay Conheady

Psy Cycle (Updated) – The Big Picture

Gold in Perspective – Paul Brodsky

Striking Portfolio Balance with Gold Stocks – Frank Holmes via Investment Postcards from Cape Town

The Top Stock-Market Strategy of the Past 50 Years – James O-Shaughnessy and Patrick O’Shaughnessy

Catastrophic Success (pdf) – John Mauldin

Meredith Redux – One Year Later – Cumberland Advisors

Richard Bernstein’s Picks for 2012 – via Investment Postcards from Cape Town

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

More on this topic (What's this?)
Gold shares would soon play catch up
Don't Give Up on Gold Stocks Yet
Gold – Bloomberg TV Blows It Big Time
Read more on Gold, Hong Kong Ferry at Wikinvest

Tuesday Investment Articles

Below are some of the articles I’m reading this week:

S&P Jumps Into Politics Again by Lowering Euro Debt Outlook Before Summit – Bloomberg

Real Returns – Mebane Faber / World Beta

The Euro Debate Gets Philosophical (pdf) – GaveKal courtesy John Mauldin

Time to Bring Out the Howitzers (pdf) – John Mauldin

Today’s Free Technical Market Update:

Forecasting the Market: A Thought Experiment Revisited – Chris Turner

Hank Paulson’s Crony Capitalism – Rolling Stone

Now you can follow me on Stocktwits and Twitter!

Advice from the 1%: Lever Up, Drop Out – Michael Lewis

It’s Beginning to Look A Lot Like…1971 – Barry Ritholtz

Have We Avoided a Recession? John Hussman

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

More on this topic (What's this?)
Silver’s Beta is Irrelevant
Subscribe: “Investment Postcards Daily”
Read more on Investment, S&P 500 (SPX), Euro (EUR) at Wikinvest

Monday Night Readings

Below are a few articles I’m reading early this week:

How to Trade Gold and Oil Prices this Coming Week – Chris Vermeulen

The Eurozone Wags the Gold and Silver Dog - JW Jones

McClellan Oscillator Confirms New Uptrend – Tom McClellan

Penny Wise and Euro Foolish - John Hussman

Now you can follow me on Stocktwits and Twitter!

Do Bullish Investors Have an Ace in the Hole? Frank Holmes via Investment Postcards from Cape Town

Tactical Shift in Portfolios: Reducing Cash – Barry Ritholtz

The Only Way to Save the Economy: Break Up the Giant, Insolvent Banks – Washington Blog via The Big Picture

Video: Financial Alchemy and the Breakdown of Faith in Financial Markets – Satyajit Das

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

Investment Readings

Below are a few articles I’m reading this week:

Now you can follow me on Stocktwits and Twitter!

Occupy Wall Street Must Occupy Congress, AG Offices – Barry Ritholtz, “I suggest the following three as achievable goals that will have a lasting impact:

1. No more bailouts: Bring back real capitalism
2. End TBTF banks
3. Get Wall Street Money out of legislative process”

Occupy Wall Street: More Popular Than You Think – CBS News

Suzanne – The Reformed Broker

10/17 Afternoon Technical Update – Adam Hewison

Europe: Just Getting Warmed Up – John Hussman

Nouriel Roubini to World - AllAboutAlpha

Put Gold Miners on Radar Screen – Prieur du Plessis

Can “It” Happen Here – John Mauldin (via The Big Picture)

US Stock Market: Bulls vs Bears; Historians vs. Risk Takers – Cumberland Advisors

The Key to Watch For In November – Tom McClellan

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

Weekend Readings

Below are some readings for the long weekend ahead:

New-Fangled Love Songs – Bill Gross

Weak Housing Data Conceals Real Inflation – Tom McClellan

Alpha Schmalpha: It’s not just ‘Greek’ to investors – AllAboutAlpha.com

Follow me on Stocktwits and Twitter!

How-to Guide for Fixing America’s Banks – Barry Ritholtz

Kass: The Newest Financial Weapons of Mass Destruction – Doug Kass

Sign up here for an $8.95 Trial of MarketClub and see their Trade Triangles in Action

Why High-Yield Bonds Make Sense Today – Geoff Considine

The Debt – One More Time – Bob Eisenbeis,  Cumberland Advisors

Are the Housing GSEs and TBTF Banks Blocking the Economic Recovery? (pdf) John Mauldin

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

Tuesday Readings

Now you can follow me on Stocktwits and Twitter!

Below are a few articles I’m reading this week:

Turning Japanese: SPX vs. Nikkei Index (10 Year Lag) - Barry Ritholtz

How the Federal Reserve Boxed Itself In – Barry Ritholtz

Where the Black Swans Hide and the 10 Best Days Myth (link to download full paper) – Mebane Faber

Can the Middle Class Be Saved? The Atlantic

Two One-Way Lanes on the Road to Ruin - John Hussman

Your Need This Dirty Word, Euro Bonds (pdf) – George Soros (via John Mauldin)

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

Weekend Readings

Below are a few articles I’m reading -

Can Jeremy Grantham Profit from Ecological Mayham? NY Times

The Beginning of the Endgame (PDF) – John Mauldin

Summer Gold Rush Pulls Money into Gold ETFs - Tom McClellan

10 Myths That Politicians Want You to Believe – The Big Picture

Now you can follow me on Stocktwits and Twitter!

Reflections on Correction 2: This Summer It’s Different – Dan Alpert, via the Big Picture

The Geopolitics of Brazil (pdf) – Stratfor

Uncertainty and Indecision Threaten Bank America and Global Markets – Christopher Whalen

How the Fed Got Itself Boxed In - Barry Ritholtz

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

Monday Morning Reads

Now you can follow me on Stocktwits and Twitter!
I suspect people’s eyes and ears are more in tune with markets the past week then they have been in some time, perhaps going back to 2008. Below are a few articles I’ve found helpful for keeping me up to speed:
S&P Downgrades US to AA+ – Barry Ritholtz
What Happens Next? Mebane Faber
“Let us suppose that the FDIC were to change the form of the fee assessment tomorrow and announce that henceforth excess reserves do not count as an asset in the computation of the FDIC fee. If the FDIC were to take that action at once, markets would begin to normalize and realign within days. It would be a fee change in the pricing at the short end of the yield curve, and the stock markets, capital markets, and the world would like the result.

It is now time for the FDIC to admit it made a mistake. It is time for the Federal Reserve to say to the FDIC, we think you made a mistake; you interfered with Fed policy, and it can be corrected immediately with a rule change.”

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser before making any investment decisions and please read the full disclaimer at the bottom of Scott’s Investments.