It’s All Good

When the wackos come out in markets like this, spewing all sorts of ridiculous investment commentary, it makes you appreciate even more the people that are writing thoughtful pieces day in and day out. I wanted to acknowledge some of the best posts I’ve read lately.

Taxes are the silent killer. (Morgan Housel)

You already have plenty of commodity exposure. (Josh Brown)

The value premium is cyclical. (Euclidean Technologies)

Also, not all value measurements are created equal. (Patrick O’Shaughnessy)

Teachers could use a Teddy Roosevelt right now. (Anthony Isola)

Remain calm and step forward. (Larry Swedroe)

Even “smart” money chases performance. (Ben Carlson)

“Even the worst stock pickers in US markets outperformed the best stock pickers in international developed markets” (GestaltU)

Short term luck versus long-term skill. (Jim O’Shaughnessy)

CAPE and retirement expectations (Michael Kitces)

In a bad market, do this, not that. (Barry Ritholtz)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.