Ritholtz: Markets Don’t Care about Deficits

Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while they have long-term negatives, deficits provide fuel that drives economic activity and stock prices. He also says institutional investors are remaining on the sidelines despite […]

Ritholtz Talks Economy, Market

Barry Ritholtz of FusionIQ and The Big Picture blog remains bullish on stocks for the short-term, and says the economy is behaving just as one would expect following a credit crisis — that is, with slow growth and soft job creation. Ritholtz tells Bloomberg that it doesn’t matter whether the government raises taxes, lowers taxes, […]

Ritholtz Likes Telecoms, Wary of Gold

Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves. “When the Fed comes out and says, ‘Gee, the economy is worse than we expected,’ that things are taking much longer to get back to […]

Ritholtz Ups Stock Exposure

Barry Ritholtz of FusionIQ and The Big Picture blog has been moving more cash back into stocks. According to The Wall Street Journal, Ritholtz “waded back into the stock market last week, reducing his firm’s cash position from 80% to just over 50%.” “[That] does not exactly make us rampaging bulls,” Ritholtz said. But “we […]

Ritholtz High on Cash, Looking for Clarity

Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his best guess is that we’re in a “normal” correction, not something more severe. Ritholtz tells Yahoo! TechTicker that he’s 25% in stocks and 75% in […]

Ritholtz on the Not-So-Abnormal Rally

Barry Ritholtz of FusionIQ and The Big Picture blog says that as long as the Federal Reserve keeps interest rates near zero, it’s unwise to short stocks. “As I’ve told some of our institutional clients, you can’t be short in the face of 0% rates.” Ritholtz tells Forbes.com. “There’s just too much liquidity around to […]

Ritholtz: No Signs Rally Is Ending

Barry Ritholtz of Fusion IQ and The Big Picture blog remains bullish on stocks, saying that he sees no indication that the rally is in its final stages. “As long as the fed is going to make money free … it’s hard to find a short, other than some company restating earnings,” Ritholtz tells Yahoo! […]

No Signs Market Rally Is Done, Ritholtz Says

Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of the way done, and says not to underestimate America’s ability to develop new ways to grow. Ritholtz tells Yahoo! TechTicker that he sees nothing in […]

Ritholtz: What Green Shoots?

Barry Ritholtz of Fusion IQ and The Big Picture blog thinks the talk of a housing recovery and a general economic recovery are very premature, and that what we’re experiencing now is relief that we avoided financial Armageddon — not real forward movement. “When I hear the word soar,” Ritholtz tells Yahoo! TechTicker in discussing […]

Ritholtz: Three Things to Remember in this Rally

Barry Ritholtz of The Big Picture blog writes that investors need to remember three things as they consider whether the current stock surge is a bear market rally, or the start of something bigger: Follow the Playbook: Ritholtz writes that “the smart investor’s playbook is very different in bear markets than bull markets”. In bulls, […]