Two of my favorite guys in the game – my partner Barry Ritholtz and legendary quant pioneer James O’Shaughnessy (of O’Shaughnessy Asset Management) talk stocks, valuation, investing and more. The interview first aired on Barry’s weekend show for Bloomberg Radio, Masters In Business, but you can hear the whole thing below: Also, don’t miss…
August 2014
Safety Dance
Your definition of Safety is very different from the safety sought by Wall Street professionals, and this latter form is what’s propelled the stock market to new record highs over the last 32 months. The real Flight to Safety has been on since the beginning of 2012 and it has barely let up for even a…
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This Week on TRB
More than 4,000 tweets were posted about Obama’s suit during that press conference pic.twitter.com/uyKoUrZlNy — Kia Makarechi (@Kia_Mak) August 28, 2014 These were the most read posts on TRB this week, in case you missed them: Quick Takeaways from my day at the US Open 2000.02 The Challenge
Clips from Today’s Halftime Report
Quick Takeaways from my day at the US Open
This will be all opinion / anecdote and data-free, so take it with as much salt as you must… Yesterday I spent the day at US Open tennis tournament in Queens, New York. I make the following possibly relevant observations: 1. This event, based on the handful of random years during I’ve attended, has steadily…
Hot Links: Goodbye Summer
Your morning financial links, expertly curated.
Off to the Open!
It just occurred to me the other day that I hadn’t taken a single day off from work this summer – and the summer is practically over! June and July were a blur, August lasted approximately twenty minutes. And between my firm, my clients, my site, my show, promoting the new book and building out a…
Clips from Today’s Halftime Report
Hot Links: Epic Fail
Your morning financial links, expertly curated.