The Risks & Rewards of Leaning into Mega Caps

There are over 29,000 individual stocks listed in the YCharts stock universe. But what if we told you that a typical investor portfolio has as much as one-eighth of its entire value riding on just eight companies? Given the sheer size of the Mega Cap Stocks—those companies being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Netflix … Continued

Interest Rates Are Getting Weird with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 3/22/22. Follow Ben on Twitter @awealthofcs for more!  —— Interest rates are on the move. Here’s a look at government bond yields moving up across the board: Download Visual l Modify in YCharts These yields still pale in comparison with the inflation rate but rates are now much … Continued

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more!  —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued

The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Not all that Glitters is Gold with Tadas Viskanta

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, DIRECTOR OF EDUCATION, TADAS VISKANTA @abnormalreturns The pitch for gold is simple: It is a hedge against inflation and societal uncertainty, which sums up the past year or more. The issue, however, is that gold has not cooperated.   Download Visual l Modify in YCharts l Click to view Tweet In the past year, … Continued

21 Stock Market Trends to Watch in 2021

Back in December, we teamed up with Josh Brown, CEO of Ritholtz Wealth Management, to bring you Hindsight on 2020: Charts of the Year. Together, along with insights and perspectives from top advisors, investors, and #FinTwit leaders, we recapped the most noteworthy market trends of 2020—and why they happened—all in one memorable webinar. With 2020 … Continued

Accepting an Imperfect Portfolio with Nick Maggiulli

  FEATURING: NICK MAGGIULLI Q: Tell us about your role at Ritholtz Wealth Management and your “Of Dollars And Data” blog. How do you hope to educate investors about the importance of data when making investment decisions? A: I maintain my blog at “Of Dollars And Data” to help people make better financial decisions using … Continued

Ben Carlson on Denominator Blindness

FEATURING BEN CARLSON, CFA Click to view in YCharts Q: Can you tell us about Ritholtz Wealth Management and what you do there? A: I’m the Director of Institutional Asset Management at Ritholtz. I sit on our investment committee where I help build client portfolios, manage risk, and communicate with clients about our investment philosophy. … Continued

How Ben and Michael use YCharts against Noobwhales

When it comes to finance and investing podcasts, Animal Spirits stands out as one of the most insightful and entertaining shows we listen to.  Part of what makes the podcast so appealing is how Michael Batnick and Ben Carlson, the show’s co-hosts, poke holes in the claims of investing talking heads and Twitter trolls. Noobwhales, … Continued