These Are the Goods


Investors all over social media are panicking. Because they don’t have a plan. But you do.

By Meb Faber

Fewer than 200 civilian vehicles were built in the United States from 1942 to 1945. Every assembly line was devoted to war

By Morgan Housel

We talk about what’s happening, not what isn’t happening

By Dan Egan

The Treasury market is the foundation of the global economic financial system 

By Tim Duy

We are in a severe recession right now that is unlike any other in recent history

By Gavin Baker

America’s small businesses entrepreneurs are uniquely ill-equipped to survive this public health crisis without support

By Brent Beshore

A combo-platter of asynchronous markets, a “hot” trade with a levered connection, a crazy, whipsaw rally in the middle of a presidential declaration of a national emergency. 

By Dave Nadig

As bad as the news will be, its ability to shock us will diminish

By Josh Brown

Extraordinary times call for extraordinary people

By Tony Isola

When markets have no memory from day-to-day, investors begin seeing patterns where none exist.

By Ben Carlson

A high VIX is a leading indicator of a market bottom.  

By Nick Maggiulli

If you have cash sitting on the sidelines, this is the moment you were waiting for

By Blair duQuesnay


It works over time, but it doesn’t work every time

With Rodrigo Gordillo, Adam Butler, and Corey Hoffstein,

There were times over the last week where there was no treasury curve and the future market was not functioning

With Ted Seides and James Aitken

Surviving down periods is a lot easier as a public company than as a private one

With Patrick O’Shaughnessy, Bill Gurley, and Chetan Puttagunta

Bear markets are much more predictable

With Patrick O’Shaughnessy and Dan Rasmussen

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:

Please see disclosures here.