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 […]
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Tag Archives: The Big Picture
The Five Disciplines that Will Make You a Better Investor
June 3, 2011 
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What makes a good investor? Barry Ritholtz of FusionIQ and The Big Picture blog says it’s not an MBA or a degree in economics. “We churn out MBAs like made-in-China widgets, yet few ever become outstanding investors,” Ritholtz recently wrote in a Washington Post op-ed. “And don’t even ask about economists — the profession that […]
Read moreRitholtz Talks Economy, Market
May 6, 2011 0 Comments
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, […]
Read moreRitholtz Sees Correction Coming, but Broader Bull Run Continuing
February 2, 2011 0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects a correction of at least 5% to 8% to hit the stock market sometime soon, but doesn’t think it means an end to the cyclical bull market. “You’re just going to get a correction within that” bull market, Ritholtz tells Yahoo! TechTicker. In […]
Read moreRitholtz Sees Rally Continuing, Risk Factors Building
January 7, 2011 0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects the market rally to continue into the first quarter of 2011, though he sees risks accumulating over the course of the year. “I see no reason why the rally should not continue into the first quarter of 2011,” Ritholtz writes on his blog. […]
Read moreRitholtz Likes Telecoms, Wary of Gold
October 29, 2010 1 Comment
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 […]
Read moreRitholtz Ups Stock Exposure
September 10, 2010 0 Comments
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 […]
Read moreRitholtz High on Cash, Looking for Clarity
June 30, 2010 0 Comments
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 […]
Read moreRitholtz Cautious, But Sees No Sign of Market Top
May 12, 2010 0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog has had an excellent track record in recent years — bearish before the ’08 plunge, bullish as the market surged in 2009, and, most recently, going 100% to cash two days before the recent May 7 plunge. Ritholtz tells Yahoo! TechTicker that he expected a 10% […]
Read moreRitholtz on the Not-So-Abnormal Rally
April 9, 2010 0 Comments
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 […]
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