By: tw_fogarty
BR – good ideas expressed with clarity. w/r/t all the VIX hubbub, I’d also note that copper has rolled over hard and that’s not usually a good sign for industrial fundamentals. The trend in high yield...
View ArticleBy: Daily Reading on the Financial Markets: 10/27/12 « Playing the Ponzi
[...] Barry Ritholtz officially moves into the bear camp – or at least the less-bullish camp. [...]
View ArticleBy: JasonPappas
Barry, I respect your reasoning but wonder what you say to the “don’t fight the Fed” camp. Isn’t Ben trying to create an asset bubble? ~~~ BR: They already did — but at a certain point, the Fed’s...
View ArticleBy: investorinpa
Barry, One thing I learned from you is that whenever a down point in the stock market comes, its time to have your shopping list ready to go. So in the interest of a future blog post for you, how about...
View ArticleBy: Two Things That Are Never Discussed in the Financial Media | The Reformed...
[...] for the worse. Barry's done a pretty good job at communicating our growing cautiousness in his post Time to Reduce Equity Exposure from Friday. Because this is short-term [...]
View ArticleBy: Monday Morning Reads: here comes Sandy « Writings on Wall St
[...] Time to reduce equity exposure (TBP) [...]
View ArticleBy: FIRE IN THE DISCO! - The Reformed Broker | The Reformed Broker
[...] we get defensive and allow things to develop. We get a bit more liquid with the expectations of better [...]
View ArticleBy: Fiscal Cliff: There are actually 9 ‘Cliffs’ to freak out about | Business...
[...] Source: Barry Ritholtz [...]
View ArticleBy: Putting Apple’s Profits Into Context | The Big Picture
[...] took some Apple (AAPL) off the table in late October — it was due to the combination of macro concerns, a wildly over-owned stock, and the [...]
View ArticleBy: Odds & Ends | The Big Picture
[...] I’m working on it, but its complicated. Meanwhile, watch the site for posts like this (Time to Reduce Equity Exposure) and [...]
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