Archive for August, 2010

Face it, nobody is bullish anymore – Financial Post

Face it, nobody is bullish anymoreFinancial PostBarry Ritholtz at The Big Picture also notes that even Wall Street analysts have 'turned excessively bearish' relative to their usual song and dance. …and more »

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Get Politics Alerts – Huffington Post (blog)

Get Politics AlertsHuffington Post (blog)Expert money manager Barry Ritholtz, who reported the story, indicated his confidence in his source and added, "This anecdote rings rather true to me. …and more »

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Evaluating Economic Forecasts: Lessons From Michael Lewis’s ‘The Big Short’ – Seeking Alpha (blog)

Evaluating Economic Forecasts: Lessons From Michael Lewis's 'The Big Short'Seeking Alpha (blog)My starting point in this series was Barry Ritholtz's Bailout Nation, highly recommended and now available in paperback with updated material. …

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Fannie, Freddie did not cause the housing crisis – Baltimore Sun (blog)

Baltimore Sun (blog)

Fannie, Freddie did not cause the housing crisisBaltimore Sun (blog)UPDATE: For the complete demolition of the "Fan/Fred caused the bubble" argument see the blog Big Picture by Barry Ritholtz, who's hardly an apologist for …and more »

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“Monetary Shock and Awe”: The Fed prepared to launch most Radical Intervention … – Center for Research on Globalization

Center for Research on Globalization

"Monetary Shock and Awe": The Fed prepared to launch most Radical Intervention …Center for Research on GlobalizationBarry Ritholtz's "The Big Picture" reports that the bears have taken the high-ground and bullishness has dropped to its lowest level since March '09 when …and more »

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The Bond Bull Isn’t Cyclical – Seeking Alpha (blog)

The Bond Bull Isn't CyclicalSeeking Alpha (blog)Barry Ritholtz posted this excellent chart earlier that shows US interest rates going back to 1790. As you can see, we've had a long history of low rates. …

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The Hindenberg Omen: How (Not) to Build a Market Indicator – Seeking Alpha (blog)

The Hindenberg Omen: How (Not) to Build a Market IndicatorSeeking Alpha (blog)It is a topic that will not die as Barry Ritholtz shows with his discussion of the searches on Google Trends. In this article I hope to provide a simple, …and more »

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James Montier Loves Dividends – Benzinga

Benzinga

James Montier Loves DividendsBenzingaBarry Ritholtz posted a commentary from James Montier about dividends that is a useful read and has some handy data. To a large extent I am a big fan of …and more »

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Vintage cars zoom past stocks – Globe and Mail (blog)

Vintage cars zoom past stocksGlobe and Mail (blog)From Bloomberg (via Barry Ritholtz): “Collectible cars have outperformed stocks, at least in the past four years, according to the Hagerty's Cars That …and more »

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Another 25% Drop in Home Prices? – The Atlantic

Another 25% Drop in Home Prices?The AtlanticSeveral weeks ago, Barry Ritholtz posted the following chart. It was originally featured by the New York Times, and updated by a commenter to Ritholtz's …

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