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Eight Lessons From Our First Year

This week marks the one-year anniversary of my registered investment advisory firm, Ritholtz Wealth Management. As co-founder and CEO, I’ve spent the last 12 months learning the process of starting an investment management firm, laying the foundation for sustainable growth, recruiting high-quality staff members, hiring (and firing) vendors and building in-house products and services that are competitive in…

How to Get Mark Cuban’s Money

Mark Cuban popped in for a talk at TechCrunch’s Disrupt San Francisco conference this past week. In addition to explaining why he’s so bullish on chat privacy apps like Cyber Dust, he also explains what it takes to gain his confidence as an investor. The first idea he talks about is arbitrage – meaning there…

Buybacks and Tradebots

Is anyone trading? Not really. Except HFT players and corporate CFOs executing the buybacks that generate their compensation packages. You got a 7%+ gain in the S&P this year on basically nothing and for no reason other than float-shrink initiatives that have zero to do with fundamentals. For every Disney, a company that is truly killing…

Investors: Ritholtz Wealth is Coming to DC!

On October 15th and 16th, my partner Barry Ritholtz and our director of financial planning, Kris Venne, will be in Washington D.C. meeting with clients of the firm. They’ve carved out some time to sit down with prospective clients as well, including a cocktail hour at a place and time to be decided. If you’d like…

QOTD: The Venture Bubble Becomes Undeniable

I have many friends and partners in the FinTech space and the stories they’re telling me about “being chased by money” are becoming more frequent and increasingly hilarious. “My board is begging me to do something,” they say, or “The venture guys want me to think bigger, they’re liquid to move on anything I say…

Chart o’ the Day: This is the Retest

Ari Wald, technical analyst at Oppenheimer Asset Management, is telling clients to remain constructive on the bull market given the intact-ness of the long-term trend. He sees the weakness last week as a retest of the breakout level, although he does advocate a more selective positioning in case the trend fails to hold. In other…

Three Reasons the Remainder of 2014 is About Loss Avoidance

The S&P 500 has hit Savita Subramanian’s target of 2000 and has since backed off (as markets are wont to do upon coming into contact with big, fat round numbers). Tactically, she suggests that locking in gains and being more selective wouldn’t be a bad idea at this juncture. The BofA Merrill Equity & Quant…