The endless media Sturm und drang over the 2024 election silly season has led me to share a few thoughts and a chart. I don’t pretend to be a political analyst; professionally, I am more ...
I had fun chatting with David L. Bahnsen of The Bahnsen Group. David hosts a podcast on National Review with the delightfully punny title, Capital Record. David is a card-carrying conservat...
I haven’t been paying much attention to the 2023 election cycle, other than getting annoyed at all the silly polls for next year. The talking heads ran with that exciting polling data showin...
https://ritholtz.com/2023/11/nobody-knows-anything-2023-polling-edition/
Source: Chartr We talked about this 2 weeks ago, but the nation missed a fantastic opportunity to refinance all of the outstanding US debt at much lower levels. Every corporate debt issuer ...
Last week, I mentioned the quarterly conference calls I do for clients of RWM, which led to a broad discussion of Sentiment. I want to briefly discuss the fiscal regime change table I creat...
https://ritholtz.com/2023/10/understanding-investing-regime-change/
The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt. It’s gone vertical as rates have moved from effectively 0 to over 5%. Wh...
https://ritholtz.com/2023/10/the-greatest-missed-opportunity-of-our-lifetimes/
The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs, is below. You can stream and download our full conversation, inclu...
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so silly, and detached because I know I can’t change huma...
Jonathan V. Last is the editor of The Bulwark, and previously was senior writer and digital editor at The Weekly Standard and GOP thought leader; he has become known as one of the founding ...
https://ritholtz.com/2023/06/bulwark-four-tests-for-america/
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022. It’s chock full of great charts and analyses, covering everything from In...