$100 Million New Jersey Deli Is Representative of Nothing The nature of “bulletin board” stocks is that they often trade far above fair value no matter what part of the market cycle we’re in, not...
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$100 Million New Jersey Deli Is Representative of Nothing The nature of “bulletin board” stocks is that they often trade far above fair value no matter what part of the market cycle we’re in, not...
Happy weed day! My Two-for-Tuesday morning train WFH reads: • Unemployment Is High. Why Are Businesses Struggling to Hire? If this apparent labor shortage persists, it will have huge implications...
The transcript from this week’s, MiB: Rob Arnott, Research Affiliates, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher,...
How can an entire sector consist of companies all of which are priced as if they will soon dominate their industry? That describes the Electric Vehicle (EV) sector — not just Tesla — and it...
My back to work morning train WFH reads: • “There Was No Money Machine That Could Pay These Returns.” The inside story of how Jim Vos and his team at Aksia helped unspool the mystery of Bernie...
Washington’s Inflation Hysteria Is Fueled by Corporate Greed With the help of Larry Summers and a battery of conservatives, the business lobby is disingenuously warning that Biden’s recovery...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • After the Riot It’s been 100 days since the attack on the Capitol, and those who were inside still...
This week, we speak with Rob Arnott, founder and chairman of Research Affiliates. The firm created & patented a methodology for basing indexes on fundamental metrics instead of market cap...
The weekend is here! Pour yourself a mug of Danish blend coffee, grab a seat on the sofa, and get ready for our longer form weekend reads: • Fraud, Short Sellers & Media Frauds and bad businesses...
Succinct Summations for the week ending April 16th, 2021 Positives: 1. 200 million vaccinations or ~40% of Americans have been given in the U.S. as global total shots approach one billion. 2....
A massive shift is occurring in the labor market today, one that has been misinterpreted by economists of all stripes: On the right, there is the false meme that lazy workers are staying home...
My end of week morning train WFH reads: • Coinbase’s Public Listing Is a Cryptocurrency Coming-Out Party With acceptance from traditional investors, a profitable start-up that eases transactions...
Another lovely convertible tailor made for Spring: The Maserati 3500 GT was first shown at the 1957 Geneva Salon. It was offered only as a “rolling chassis” designed by chief engineer Giulio...
Don’t Fall for the ‘Cash on the Sidelines’ Trope Money coursing through the economy can impact markets and investor sentiment for the better, just not in the way many think. Bloomberg, April 12,...
Silicon Valley is about to commercialize revolutionary technology that will enable huge breakthroughs in the battle against global warming. The future of batteries, sought for decades by...
My morning train WFH reads: • How Hedge Funds Lost Their Way and Why They’ll Come Back HFRI Equity Hedge Total Index returned 14% a year from inception in 1990 through the financial crisis in...
In 2019, Ritholtz Wealth Management was one of five beta testers of O’Shaughnessy Asset Management new direct indexing software, Canvas. As Chair of RWM’s Investment Committee, I wanted to...